CloseCore for Microsoft Teams
CloseCore for Microsoft Teams delivers month-end close notifications directly into Microsoft Teams — review notes, task assignments, status changes, sign-offs, reminders, and alerts — and lets users sign off on tasks straight from a Teams card. The app requires a CloseCore account.
The app keeps accounting teams in sync without switching tools. CloseCore sends selected notifications to each connected user's Teams chat, with enough context to understand what changed and actions or links to continue the work.
What the Teams app does
CloseCore sends Teams messages for selected accounting close events. Users choose which notification types should go to Teams from their CloseCore Notifications page. Messages are delivered as Adaptive Cards in the CloseCore bot chat and do not require users to add the bot to any channel.
Teams cards can include task names, review note activity, reconciliation status, transaction alert context, close progress summaries, sign-off actions, and links back to the relevant CloseCore workflow.
How CloseCore works in Teams
After connecting, Teams notifications appear from the CloseCore bot in your personal chat. Depending on the notification type, users can review task context, see due dates, sign off on tasks directly from the card, or follow a link to the related CloseCore record. The screenshots below show three representative examples; CloseCore supports additional Teams notification triggers listed later on this page.
Install and connect Teams
- Sign in to closecore.com with your CloseCore account.
- In Microsoft Teams, open Apps, search for "CloseCore", and click Add.
- Click Open to open the CloseCore bot chat in Teams.
- In the welcome message, click Connect — this opens closecore.com and links your Teams account to CloseCore.
- After connecting, you will see a confirmation in Teams that your account is linked.
- Back in CloseCore, go to Settings → Notifications. Under Integrations, confirm Teams shows "Connected".
- You can also navigate to Notifications from the user menu at the top right of CloseCore.
- In the notification table, enable the Teams checkbox for each notification type you want delivered in Teams.
After installation
When the Teams connection succeeds, CloseCore shows a confirmation in your Teams chat and marks Teams as Connected on the Notifications page. That page shows the next step: enable the Teams checkbox for each notification type you want to receive.
You can start with a small set of notifications, such as review note assignments and task status changes, then return later to adjust Teams, email, Slack, or Zoom preferences. The same page is also where you disconnect Teams.
Teams notification triggers
Task status change
A checklist item or reconciliation account you follow changes status.
Reconciliation out of balance
A reconciliation account assigned to you falls out of balance.
Auto task assignment
An assignment rule assigns a close task to you.
Review note assignment
A review note is assigned to you.
Review note added
A followed or assigned task receives a new review note.
New reply to review note
A review note you created or replied to receives a reply.
Review note status change
A note you created is completed, closed, or reopened.
Transaction alerts
CloseCore detects a transaction that matches an alert rule you created.
Late tasks digest
A daily or weekly summary of past-due tasks assigned to you.
Due soon digest
A daily or weekly summary of tasks coming due soon.
Close progress summary
A daily or weekly summary of current-period checklist and reconciliation progress.
Ready for review digest
A daily or weekly summary of tasks ready for your review and sign-off.
Daily due reminders
A daily reminder for incomplete tasks due that day.
Task dependency unblocked
A task becomes ready to work on after its dependency is completed.
Data and privacy
When a user connects Teams, CloseCore stores the Teams conversation reference and service URL needed to send messages selected by that user. CloseCore uses this data to deliver Teams notifications, manage the connection, and disconnect the integration when requested.
CloseCore's privacy policy explains how we collect, manage, store, and protect customer and third-party data: Privacy Policy.
Disconnect from Teams
Go to https://www.closecore.com/app/user/notifications. Under Integrations, hover over Teams, click the disconnect icon, and confirm Disconnect in the popup.
After disconnecting, CloseCore no longer sends Teams notifications for that user. You can also uninstall the CloseCore app from Teams by right-clicking it in your app list and selecting Uninstall.
Support
For help installing, configuring, or using CloseCore for Microsoft Teams, email support@closecore.com, or use the in the bottom-right corner of the CloseCore website. You do not need to create any additional account to contact support.
CloseCore support responds to Teams app support requests within 1 business day. Include your company name, the CloseCore user email that connected Teams, and a screenshot or description of the issue if available.
