Close Checklist
CloseCore Starter
Starting from $25 / user / month
An optimized close checklist tool for teams that want to move beyond Excel trackers and gain visibility with a centralized close dashboard. Get started today.
What's included
- Cloud storage integration
- Automated recurring monthly folder structure
- Recurring tasks configured with business day offsets
- Subtasks and task dependencies
- Real-time close analytics
- Centralized review notes
- Workplace messaging (Slack/Teams/Zoom) integration
- Task notifications through email and workplace messaging
- Support for retail calendars and any fiscal year
- Basic customer support
Not included
- ERP integration
- Automated chart of accounts and trial balance sync
- Reconciliation tie-outs and out of balance notifications
- Automated transaction detail export
- Documents search by account and journal entry
- Variance analysis with AI explanations
- Add-in for Excel: pull in GL data and match transactions
- Advanced automations for accruals, transaction monitoring, and more
- Dedicated customer support
