Pricing
Loading…
Loading…
We recommend starting with Close Management for an easy, fast, and huge improvement to your close process. Once you have gained visibility and control, add automation.
Close checklist, documents, and reconciliations
Gain control of your month-end close process with a tool that unifies your close checklist, balance sheet reconciliations, cloud file storage, internal controls, and approval workflows.
14-day free trial · No credit card required
Additional per-entity fee applies for direct integrations with Sage Intacct.
Automation modules, AI agents, and custom workflows
Everything in Close Management, plus full ERP integration, CloseCore's full suite of automations, add-in for Excel, and build-your-own AI workflows.
| Feature | Close Management | Enterprise Close Automation |
|---|---|---|
| Close checklist & document management | Included | Included |
| Cloud storage & automated monthly folders | Included | Included |
| Reconciliation workpaper tie-outs & break notifications | Included | Included |
| Workplace messaging (Slack / Teams / Zoom) | Included | Included |
| Email and messaging notifications | Included | Included |
| Trial-balance file-based reconciliations | Included | Included |
| Direct ERP integration | Trial balance only* | Full visibility of all general ledger activity |
| Integrations with revenue, AR/AP systems | –Not included | Included |
| Add-in for Excel for GL data and matching | –Not included | Included |
| AI agent workflows | –Not included | Included |
| AI variance analysis | –Not included | Included |
| Saved reports and queries | –Not included | Included |
| Accruals, prepaids, and fixed assets | –Not included | Included |
| Transaction monitoring | –Not included | Included |
| Setup | Self-service, typically 1-3 days | Dedicated implementation manager, typically 2-4 weeks |
| Support | Standard | Dedicated training & direct support Slack/Teams/Zoom channel |
*Direct ERP integration is available for supported ERPs. Additional per-entity fee applies for Sage Intacct.
