Use case
Scale client accounting services without giving up control.
CloseBooks is built for CAS teams that want AI leverage while keeping client relationships, review standards, and firm margin in-house.
What slows firms down
- •Every new client adds manual categorization and review load.
- •Offshoring or outsourcing can reduce visibility and consistency.
- •Firm owners need a portfolio view of what is ready, blocked, or waiting on clients.
CloseBooks workflow
- 1Standardize client setup and COA validation
- 2Use firm memory for repeat vendor decisions
- 3Review exceptions by client or across the portfolio
- 4Package outputs for staff review and client delivery
- 5Expand with paid pilot and subscription tiers
Expected outcomes
- •More clients served by the same team
- •Firm-owned AI workflow instead of outsourced black boxes
- •Clear path from pilot to recurring subscription