CloseCore Pricing
Take your close schedule out of Excel. Close Management shows you where every task stands and who owns it. Once your team has one source of truth, automate the work with Enterprise.
Close checklist, documents, and reconciliations
Close Management
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
- Includes:
- –Real-time close status dashboard & analytics
- –Recurring tasks with working day-based due dates
- –Trial balance file and reconciliation workpaper tie-outs
- –Cloud file storage integration
- –Automated recurring monthly folder structure
- –Subtasks and task dependencies
- –Centralized review notes
- –Workplace messaging (Slack / Teams / Zoom) integration
- –Task notifications through email and messaging
- –Out-of-balance notifications when reconciliations no longer tie
- –Support for any fiscal calendar, including retail calendars
- –Direct ERP integration for supported ERPs
- –Typically live within a week, and can be deployed in a day
- –Basic support
Automation modules, AI agents, and custom workflows
Enterprise Close Automation
Not priced per user. Unlimited auditors included.
Everything in Close Management, plus full ERP integration, CloseCore's full suite of automations, add-in for Excel, and build-your-own AI workflows.
- Everything in Close Management, plus:
- –Full ERP integration with all general ledger activity
- –Full integration for supported AP systems
- –Automated transaction detail export
- –Reconciliation completeness report
- –Document search by account and journal entry
- –Audit logs for all user activity
- –Add-in for Excel: pull in GL data and invoices and match transactions
- –Variance analysis with transaction-level drill-down and AI explanations
- –Prepaids and fixed assets depreciation & amortization
- –Accruals automation
- –Advanced three-way matching
- –Transaction monitoring
- –Reporting & variance analysis
- –Dedicated implementation, training, support, and customization
Compare plans
| 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 | Supported ERP connections* | 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 |
| Close management deployment | Self-service, typically within a week; can be deployed in a day | First phase, typically within a week; can be deployed in a day |
| AI agents deployment | –Not included | Phased after setup, typically around three months |
| Support | Basic support | Dedicated training & direct support Slack/Teams/Zoom channel |
| Read-only auditor access | 1 auditor included; additional seats charged separately | Unlimited auditors included |
| Pricing model | Based on full users, active entities, and additional auditor seats | Custom pricing, not per user |
*Direct ERP integration is available for supported ERPs. Additional per-entity fee applies for a small number of ERPs that charge us usage fees.