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CloseCore

closecore.com

From $187.50/mo Free trial WebBrowser extension
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Spec score 8.8 #2 of 32 in Management Reporting Software

What it is

CloseCore provides financial close management software that centralizes accounting workflows and automates recurring month-end tasks. Teams can configure tasks and folders once, then recreate them monthly with working-day due dates and reassignment options. Reconciliation features connect reconciled balances to ERP balances, flag out-of-balance items, and export transaction reports to Excel. Close controls include sign-off records, folder locking, and restrictions on editing close materials after completion. Listed ERP integrations include NetSuite, Sage Intacct, QuickBooks Online, Xero, Workday Financial Management, and Oracle Cloud; messaging and storage connections include Microsoft Teams, Slack, Zoom, SharePoint, OneDrive, Google Drive, Dropbox, and Box. The Close Management plan costs $187.50 a month, billed annually, and limits direct ERP integration to trial-balance data. Enterprise Close Automation has custom pricing and includes full ERP integration, an Excel add-in, AI workflows, and dedicated implementation, training, and support. A 14-day trial is listed. Platforms are web and extension.

Spec sheet

What it does
CloseCore is a SaaS platform for managing financial month-end close workflows through a web application.Read 21 Oct 2026 · closecore.com
Product
CloseCore provides financial close management software that centralizes workflows and automates repetitive month-end close work for accounting teams.Read 3 Oct 2026 · closecore.com
Integrations
CloseCore advertises ERP, cloud-file-storage and workplace-messaging integrations, including NetSuite, Sage Intacct, Google Drive, OneDrive, Slack, Teams and Zoom.Read 21 Oct 2026 · closecore.com
Security
CloseCore says it is SOC 2 Type 2 compliant, offers role and subsidiary permissions and user activity audit trails, and is audited annually by TAC Security.Read 3 Oct 2026 · closecore.com
License
The terms grant customers a limited, non-exclusive, non-transferable subscription license to use the proprietary service for internal business purposes.Read 21 Oct 2026 · closecore.com
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.Read 21 Oct 2026 · closecore.com
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.Read 21 Oct 2026 · closecore.com
Business Central integration
A Microsoft Marketplace listing describes native integration with Dynamics 365 Business Central for checklists, reconciliations, flux analysis, documentation and reporting.Read 21 Oct 2026 · marketplace.microsoft.com
Close checklist
The product creates recurring close tasks aligned with business days and sends automated reminders for handoffs and completion.Read 21 Oct 2026 · closecore.com
Close workflow
Recurring tasks and folders can be configured once and automatically recreated each month, with working-day due dates and reassignment options.Read 3 Oct 2026 · closecore.com
Collaboration
Users can attach review notes to checklist tasks, reconciliations, documents and flux analysis, with email, Slack or Teams notifications.Read 21 Oct 2026 · closecore.com
Company facts
LinkedIn lists CloseCore as a privately held San Francisco company founded in 2024 with 11–50 employees.Read 21 Oct 2026 · linkedin.com
Company profile
Crunchbase categorizes CloseCore as an active private accounting and fintech company offering AI close management, reconciliations, reporting and Excel integration.Read 21 Oct 2026 · crunchbase.com
Controls
CloseCore supports sign-off records, folder locking, and preventing edits to sign-offs, tasks, folders, and workpapers after close.Read 3 Oct 2026 · closecore.com
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.Read 21 Oct 2026 · closecore.com
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.Read 21 Oct 2026 · marketplace.microsoft.com
Integrations availability
CloseCore says it can build a new integration in as little as two days and invites customers to discuss specific integration needs.Read 3 Oct 2026 · closecore.com
Internal controls
CloseCore records sign-offs, locks folders and workpapers after close, and links tasks and documents to journal entries.Read 21 Oct 2026 · closecore.com
Limit: cancellation refunds
Subscriptions renew automatically, fees are non-refundable and CloseCore does not provide prorated refunds for unused periods.Read 21 Oct 2026 · closecore.com
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.Read 21 Oct 2026 · marketplace.microsoft.com
Limit: uptime
Self-service plans are provided as-is and as-available with no promised uptime, service-level commitment or service credits.Read 21 Oct 2026 · closecore.com
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.Read 3 Oct 2026 · closecore.com
Messaging and storage
Listed messaging integrations include Microsoft Teams, Slack, and Zoom; listed cloud storage integrations include SharePoint, OneDrive, Google Drive, Dropbox, and Box.Read 3 Oct 2026 · closecore.com
Microsoft Teams companion
The Teams app sends task and review notifications and allows sign-offs from adaptive cards without leaving chat.Read 21 Oct 2026 · marketplace.microsoft.com
Notable dated publication
CloseCore published an engineering article on May 15, 2026 comparing NetSuite SuiteTalk SOAP and SuiteQL approaches for extracting trial balances.Read 21 Oct 2026 · closecore.com
Praise: automation
A G2 reviewer highlighted automated task roll-forwards that reset each period and save time for teams managing multiple entities.Read 21 Oct 2026 · g2.com
Praise: setup and support
Another G2 reviewer reported fast setup, little training required and useful transaction-export automation for reviewing reconciliation work.Read 21 Oct 2026 · g2.com
Praise: visibility
A verified G2 reviewer praised the central dashboard, supporting-file organization and deadline tracking, saying it shortened the close by about five business days.Read 21 Oct 2026 · g2.com
Rating on G2
4.8 out of 5 from 13 reviewsRead 21 Oct 2026 · g2.com
Reconciliations
It links balance-sheet reconciliation workpapers to ERP and cloud-storage data and alerts users when balances fall out of sync.Read 21 Oct 2026 · closecore.com
Reporting
Its reporting tools support budget-versus-actual comparisons, configurable variance thresholds, multidimensional pivots and transaction drill-downs.Read 21 Oct 2026 · closecore.com
Security controls
The close-management page states that CloseCore supports SSO, activity audit trails, granular permissions and SOC 2 Type 2 compliance.Read 21 Oct 2026 · closecore.com
Security policy
CloseCore's security policy requires role-based least privilege, encryption in transit and at rest, tested backups and incident-response procedures.Read 21 Oct 2026 · closecore.com
Self-hosting
CloseCore is described as a hosted SaaS service accessed through its web application rather than a self-hosted package.Read 21 Oct 2026 · closecore.com
Setup and support
Close Management setup is described as typically taking 1–3 days with standard support, while Enterprise setup typically takes 2–4 weeks with dedicated implementation and support.Read 3 Oct 2026 · closecore.com
Support and implementation
CloseCore says self-service setup typically takes one to three days, while enterprise plans include dedicated implementation, training and support.Read 21 Oct 2026 · closecore.com
Who it serves
CloseCore describes the product as designed by accountants for accountants and suitable for accounting teams from startup through IPO and beyond.Read 3 Oct 2026 · closecore.com

Plans and prices

Close Management $187.50 a month billed annually real-time close dashboard · recurring tasks · trial-balance reconciliations · cloud storage integration · Slack/Teams/Zoom · email notifications · fiscal-calendar support · 1–3-day setup Read 21 Oct 2026 · closecore.com
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 Read 21 Oct 2026 · closecore.com

Every CloseCore plan and price →

Strong points and limits

Strong points

  • Recurring close tasks can be recreated monthly.
  • Reconciliations flag out-of-balance items.
  • Supports sign-offs and folder locking.
  • Excel transaction report export is available.
  • Lists ERP, messaging, and storage integrations.

Limits

  • No free plan is listed.
  • Close Management direct ERP access is limited to trial-balance data.
  • Enterprise pricing is custom.
  • Some ERPs may incur an additional per-entity fee.

Who it suits

CloseCore is aimed at accounting teams handling recurring financial close work, from startups through IPO and beyond. Teams should consider whether trial-balance-level ERP access in Close Management meets their needs or whether they require Enterprise features.

Verdict

CloseCore combines recurring close workflows, reconciliation features, and controls for completed close materials. The $187.50 a month annual plan is limited to trial-balance ERP data; full ERP integration is part of the custom-priced Enterprise plan.

Where Specifiction places it

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