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CloseZero

closezero.com

Free plan WebAPI

What it is

CloseZero is an AI accounting service for scaling startups, available through web and API. It brings multiple entities and currencies into one ledger, with source documents linked to entries. Its AI categorizes transactions, matches them to documents, and reconciles them against bank statement lines for review. It can extract vendor, amount, date, and tax details from receipts and supplier invoices, attaching the original file as evidence. The service describes a Stripe connection using a restricted key, lists Brex, Wise, Revolut, and HSBC, and accepts CSV or PDF bank statement imports. P&L, balance sheet, cash, burn, and runway reports update as entries arrive. Investor rooms offer scoped read-only access or point-in-time PDF packs, and access can be revoked. Accountants can work in the ledger and auditors can receive read-only seats; CloseZero says it does not replace either professional. The free plan costs nothing and has no time limit or card requirement below $10,000 MRR or $100,000 raised. Documents can be downloaded and a read API is available, but one-click export of the entire ledger is still to be built.

Spec sheet

What it does
CloseZero presents itself as AI accounting for scaling startups, using one ledger across entities and currencies with each number linked to its source document.Read 14 Oct 2026 · closezero.com
Product
CloseZero describes itself as AI accounting for scaling startups, with one ledger across entities and currencies and source documents linked to entries.Read 7 Oct 2026 · closezero.com
API
The Scale plan lists a REST API and OAuth apps, and the pricing page says those are live.Read 14 Oct 2026 · closezero.com
Integrations
The site names Stripe, Brex, Wise, Revolut and HSBC and supports CSV or PDF bank-statement imports.Read 14 Oct 2026 · closezero.com
Support
Priority support is included in the Scale plan, and the pricing page provides [email protected].Read 14 Oct 2026 · closezero.com
Accountant and auditor access
Accountants work in the same ledger, while auditors can receive a read-only seat; CloseZero says it does not replace either professional.Read 7 Oct 2026 · closezero.com
Accountant workflow
The maker says accountants work in the same ledger and that CloseZero does not replace accountants or auditors.Read 14 Oct 2026 · closezero.com
AI bookkeeping
The AI categorizes transactions, matches them to supporting documents and leaves exceptions for user review.Read 14 Oct 2026 · closezero.com
Auditor access
Auditors can receive read-only access to entries, evidence and reconciled statements.Read 14 Oct 2026 · closezero.com
Bank reconciliation
Stripe transactions can be connected with a restricted key, while bank statements can be imported as CSV or PDF and matched line by line.Read 14 Oct 2026 · closezero.com
Bills
Supplier bills can be recorded, approved and marked paid, with amounts due tracked.Read 14 Oct 2026 · closezero.com
Bookkeeping
The AI categorizes transactions, matches them to documents, and reconciles them against bank statement lines for the user to review.Read 7 Oct 2026 · closezero.com
China status
China support is labeled beta, while local CAS books, domestic archiving and Golden Tax fapiao workflows remain with the customer’s existing process.Read 14 Oct 2026 · closezero.com
Continuous close
P&L, balance sheet, cash, burn and runway figures update as entries arrive, with the stated goal of closing the month by its end.Read 14 Oct 2026 · closezero.com
Data export
The pricing page says documents are downloadable and a read API is available, while one-click export of the entire ledger is still to be built.Read 7 Oct 2026 · closezero.com
Data portability
Documents are downloadable and a read API covers entities, but one-click export of the complete ledger is still to be built.Read 14 Oct 2026 · closezero.com
Document capture
The AI extracts vendor, amount, date, and tax details from receipts and supplier invoices and attaches the source file as evidence.Read 7 Oct 2026 · closezero.com
Germany status
German VAT and group consolidation are labeled beta; DATEV export and German statutory report layouts are on the roadmap.Read 14 Oct 2026 · closezero.com
Human review requirement
The workflow requires users to confirm AI-booked entries and review exceptions.Read 14 Oct 2026 · closezero.com
Independent platform listing
EZToolset lists CloseZero as running on the web and through an API.Read 14 Oct 2026 · eztoolset.com
Independent pricing observation
EZToolset describes CloseZero as having a free plan with paid pricing not yet published.Read 14 Oct 2026 · eztoolset.com
Independent score
EZToolset rates CloseZero 7.7 out of 10 and ranks it first in its accounting-automation list.Read 14 Oct 2026 · eztoolset.com
Investor rooms
Investor access can be full, scoped to selected entities and periods, or delivered as a point-in-time PDF pack, and can be revoked.Read 14 Oct 2026 · closezero.com
Invoicing
The product supports quotes, invoices, credit notes and recurring invoices with per-entity numbering, local tax rates and Swiss QR bills.Read 14 Oct 2026 · closezero.com
Licence
The opened official pages do not identify an open-source licence or publish source code.Read 14 Oct 2026 · closezero.com
Limit: ledger export
EZToolset identifies the missing one-click full-ledger export as a limitation.Read 14 Oct 2026 · eztoolset.com
Limit: regional gaps
EZToolset notes that German DATEV support remains on the roadmap and some regional capabilities are beta.Read 14 Oct 2026 · eztoolset.com
Maker identity
The opened official pages identify the product as CloseZero but do not state a legal company name, headquarters or founding year.Read 14 Oct 2026 · closezero.com
Markets
The site describes US GAAP consolidation, Hong Kong audit support, Swiss VAT and QR-bill invoicing, and Germany and China capabilities labeled beta.Read 7 Oct 2026 · closezero.com
Multi-entity accounting
CloseZero keeps each entity on local books while presenting a consolidated group view across entities and currencies.Read 14 Oct 2026 · closezero.com
Notable limits
The site says German DATEV export and statutory report layouts are on the roadmap, while local Chinese CAS books, domestic archiving, and Golden Tax fapiao workflows remain with the customer's accounting process.Read 7 Oct 2026 · closezero.com
Praise: consolidated ledger
EZToolset praises the single ledger spanning multiple entities and currencies.Read 14 Oct 2026 · eztoolset.com
Praise: evidence linking
EZToolset highlights transaction matching to source documents and bank lines as a benefit.Read 14 Oct 2026 · eztoolset.com
Praise: free access
EZToolset highlights the no-cost plan as a major advantage for qualifying startups.Read 14 Oct 2026 · eztoolset.com
Pricing threshold
The free plan has no time limit or card requirement and applies below $10,000 MRR or $100,000 raised; accountants, auditors, and investors do not pay on any plan.Read 7 Oct 2026 · closezero.com
Receipt extraction
Uploaded receipts and supplier invoices are read for vendor, amount, date and tax, with the file attached as evidence.Read 14 Oct 2026 · closezero.com
Regional coverage
Official country material describes US GAAP consolidation, Hong Kong audit support and Swiss VAT with QR-bill invoicing.Read 14 Oct 2026 · closezero.com
Reporting
Available reports include P&L, balance sheet, cash flow, trial balance, general ledger, aged receivables and payables, and budget versus actual.Read 14 Oct 2026 · closezero.com
Security and privacy
The privacy policy says data is used to provide CloseZero, is not sold or used for advertising, and access is limited to the user and invited people according to their roles; the policy is marked a draft to be finalized with counsel before launch.Read 7 Oct 2026 · closezero.com
Security status
SOC 2-backed enterprise sharing is listed for Scale, but the page says SOC 2 is not yet live.Read 14 Oct 2026 · closezero.com
Self-hosting
The opened official pages describe web access and an API but do not state that self-hosting is available.Read 14 Oct 2026 · closezero.com
Sharing
Investor rooms provide read-only access that can be scoped to entities and periods or shared as a point-in-time PDF pack, and can be revoked.Read 7 Oct 2026 · closezero.com
Tax
VAT and sales-tax returns can be prepared by period with drill-down to underlying entries and CSV or PDF export.Read 14 Oct 2026 · closezero.com

Plans and prices

Free Free No time limit; eligibility below $10,000 MRR or $100,000 raised AI bookkeeping · Stripe and bank statements · invoicing · multi-entity and multi-currency consolidation · live P&L, balance sheet, cash, burn and runway · investor room and PDF packs Read 14 Oct 2026 · closezero.com
Growth Price not published Flat per entity per month; rate not set yet Everything in Free · unlimited investor rooms · auditor access · intercompany handling at scale · multi-GAAP mapping · verified metrics Read 14 Oct 2026 · closezero.com
Scale Priced on request Custom pricing based on entities, volume and support Everything in Growth · audit-firm workspace · REST API and OAuth apps · ERP-grade exports · SOC 2-backed enterprise sharing · priority support Read 14 Oct 2026 · closezero.com

Every CloseZero plan and price →

Strong points and limits

Strong points

  • Free plan has no time limit or card requirement.
  • Ledger supports multiple entities and currencies.
  • Reports update as entries arrive.
  • Investor access can be scoped or revoked.
  • Documents are downloadable and a read API is available.

Limits

  • Free plan applies only below stated thresholds.
  • One-click full-ledger export is still to be built.
  • German DATEV export and statutory layouts are on the roadmap.
  • Privacy policy is marked as a draft.

Who it suits

It suits startups seeking shared accounting across entities and currencies, with document-linked entries and investor reporting. The free plan applies below $10,000 MRR or $100,000 raised.

Verdict

CloseZero combines reviewed AI bookkeeping, multi-entity reporting, and controlled investor sharing. Check the free-plan thresholds and export limitations, and note that some regional features are beta or not yet built.

Where Specifiction places it

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