CloseCore
CloseCore is financial close management software for accounting teams, available through web and extension platforms.
What CloseCore is
CloseCore is financial close management software for accounting teams, available through web and extension platforms. It centralizes recurring month-end tasks and folders, recreating them each month with working-day due dates and reassignment options. Reconciliation tools connect reconciled balances to ERP balances, flag out-of-balance items, and export transaction reports to Excel. Controls include sign-off records, folder locking, and restrictions on editing close materials after completion. CloseCore lists ERP integrations such as NetSuite, Sage Intacct, QuickBooks Online, Xero, Workday Financial Management, and Oracle Cloud, plus messaging and storage connections including Microsoft Teams, Slack, Zoom, SharePoint, OneDrive, Google Drive, Dropbox, and Box. Close Management costs $187.50 a month when billed annually and limits direct ERP integration to trial-balance data. Enterprise Close Automation has custom pricing and adds full ERP integration, an Excel add-in, AI workflows, and dedicated implementation, training, and support.
Good
- Recreates recurring close tasks and folders
- Links reconciliations to ERP balances
- Provides out-of-balance notifications
- Supports sign-offs and folder locking
- Offers many ERP, messaging, and storage integrations
Watch out
- No free plan
- Close Management direct ERP integration is trial-balance only
- Enterprise pricing is custom
- Some ERPs may add per-entity fees
Who it suits
CloseCore suits accounting teams managing recurring financial close work from startup through IPO and beyond. It is designed for teams needing reconciliations, controls, ERP connections, and coordinated close workflows.
Verdict
CloseCore combines recurring close workflows, reconciliation controls, integrations, and audit-oriented permissions in one platform. The lower plan covers core close management, while Enterprise adds broader ERP access, automation, and dedicated implementation support.
Plans and prices
From CloseCore's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Close Management | $187.50 a month | real-time close dashboard · recurring tasks · trial-balance reconciliations · cloud storage integration · Slack/Teams/Zoom · email notifications · fiscal-calendar support · 1–3-day setup · billed annually |
| Enterprise Close Automation | Priced on request | full ERP integration · AP integrations · transaction exports · document search · audit logs · Excel add-in · AI variance analysis · accruals · three-way matching · transaction monitoring · dedicated implementation and support |
The facts
Each one read from CloseCore's own pages, with the date it was checked.
What it does
- AI agent workflows
- The platform can turn recurring close procedures into reusable agent tasks that collect data, prepare workpapers, draft entries and wait for human review.checked 21 Oct 2026
- API access
- The terms mention that integrated systems such as Sage Intacct can impose usage fees, rate limits and other restrictions on programmatic or API access.checked 21 Oct 2026
- Business Central integration
- A Microsoft Marketplace listing describes native integration with Dynamics 365 Business Central for checklists, reconciliations, flux analysis, documentation and reporting.checked 21 Oct 2026
- Close checklist
- The product creates recurring close tasks aligned with business days and sends automated reminders for handoffs and completion.checked 21 Oct 2026
- Close workflow
- Recurring tasks and folders can be configured once and automatically recreated each month, with working-day due dates and reassignment options.checked 3 Oct 2026
- Collaboration
- Users can attach review notes to checklist tasks, reconciliations, documents and flux analysis, with email, Slack or Teams notifications.checked 21 Oct 2026
- Controls
- CloseCore supports sign-off records, folder locking, and preventing edits to sign-offs, tasks, folders, and workpapers after close.checked 3 Oct 2026
- Data processing
- Its DPA says hosting providers maintain independently audited SOC 2 Type II and ISO 27001 controls and that breach notices are provided without undue delay.checked 21 Oct 2026
- Excel add-in
- The Excel add-in pulls ERP transactions into workbooks, refreshes data automatically, supports transaction drill-down and provides AI-assisted matching and sign-offs.checked 21 Oct 2026
- Integrations
- CloseCore advertises ERP, cloud-file-storage and workplace-messaging integrations, including NetSuite, Sage Intacct, Google Drive, OneDrive, Slack, Teams and Zoom.checked 21 Oct 2026
- Integrations availability
- CloseCore says it can build a new integration in as little as two days and invites customers to discuss specific integration needs.checked 3 Oct 2026
- Internal controls
- CloseCore records sign-offs, locks folders and workpapers after close, and links tasks and documents to journal entries.checked 21 Oct 2026
- License
- The terms grant customers a limited, non-exclusive, non-transferable subscription license to use the proprietary service for internal business purposes.checked 21 Oct 2026
- Limit: cancellation refunds
- Subscriptions renew automatically, fees are non-refundable and CloseCore does not provide prorated refunds for unused periods.checked 21 Oct 2026
- Limits
- Close Management direct ERP integration is limited to trial-balance data; Enterprise includes full visibility of general ledger activity, and some ERPs may incur an additional per-entity fee.checked 3 Oct 2026
- Limit: uptime
- Self-service plans are provided as-is and as-available with no promised uptime, service-level commitment or service credits.checked 21 Oct 2026
- Messaging and storage
- Listed messaging integrations include Microsoft Teams, Slack, and Zoom; listed cloud storage integrations include SharePoint, OneDrive, Google Drive, Dropbox, and Box.checked 3 Oct 2026
- Notable dated publication
- CloseCore published an engineering article on May 15, 2026 comparing NetSuite SuiteTalk SOAP and SuiteQL approaches for extracting trial balances.checked 21 Oct 2026
- Praise: automation
- A G2 reviewer highlighted automated task roll-forwards that reset each period and save time for teams managing multiple entities.checked 21 Oct 2026
- Praise: setup and support
- Another G2 reviewer reported fast setup, little training required and useful transaction-export automation for reviewing reconciliation work.checked 21 Oct 2026
The company
- Company facts
- LinkedIn lists CloseCore as a privately held San Francisco company founded in 2024 with 11–50 employees.checked 21 Oct 2026
- Company profile
- Crunchbase categorizes CloseCore as an active private accounting and fintech company offering AI close management, reconciliations, reporting and Excel integration.checked 21 Oct 2026
- Limit: Teams scope
- The Teams companion operates only in one-to-one personal chat, does not support channels or team scope and accepts no free-text commands.checked 21 Oct 2026
- Microsoft Teams companion
- The Teams app sends task and review notifications and allows sign-offs from adaptive cards without leaving chat.checked 21 Oct 2026
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