CloseCore vs CXO Software
CloseCore
closecore.com
CXO Software
insightsoftware.comSide by side
| Figure | CloseCore | CXO Software |
|---|---|---|
| Price from | $187.50/mo | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 2 | 1 |
| Spec score · Management Reporting Software | 8.8 (#2) | 8.5 (#3) |
| Integrations | CloseCore advertises ERP, cloud-file-storage and workplace-messaging integrations, including NetSuite, Sage Intacct, Google Drive, OneDrive, Slack, Teams and Zoom. | CXO has native connectors for source systems including OneStream, Oracle EPM Cloud, Oracle Hyperion, SAP BPC, SAP BW, Tagetik, and TM1. |
| Reporting | Its reporting tools support budget-versus-actual comparisons, configurable variance thresholds, multidimensional pivots and transaction drill-downs. | The product lets finance teams create and manage dynamic reports using flexible templates and out-of-the-box features. |
| 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. | insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS ciphers and AES-256. |
Plans
CloseCore
- Close Management$187.50 a month
- Enterprise Close AutomationPriced on request
In their own words
CloseCore
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.
CXO Software
CXO Software helps finance teams create and manage dynamic EPM reports for C-level leaders, then analyze data within their EPM using tools built around financial structures and terminology. Users can add commentary and chat, consolidate and lock commentary, and follow it through an audit trail. CXO connects to more than 140 ERPs and EPMs, including products from Aptean, Deltek, Dynamics, Epicor, Infor, Oracle, Sage, SAP, and Yardi. Some systems, including Essbase, SSAS, SAP BPC, SAP BW, Tagetik, and TM1, can be queried directly with MDX. Reports can be exported to PDF or PowerPoint; tables in specified templates can also go to Excel, but other objects such as charts and bridges are excluded from Excel exports. Mobile apps support iPad, iPhone, and Android, and the reporting suite can also open in mobile and tablet browsers. A free test drive provides access to a live version, with no duration stated. Pricing is on request. CXO is listed as ISO 27001 certified; the maker's table shows no SOC 1 or SOC 2 certification for CXO.