CloseCore vs Finlens
CloseCore
closecore.comFinlens
finlens.appSide by side
| Figure | CloseCore | Finlens |
|---|---|---|
| Price from | $187.50/mo | $49/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 2 | 4 |
| Spec score · Accounting Automation Software | 8.8 (#6) | 8.7 (#8) |
| Integrations | CloseCore advertises ERP, cloud-file-storage and workplace-messaging integrations, including NetSuite, Sage Intacct, Google Drive, OneDrive, Slack, Teams and Zoom. | Officially named integrations include QuickBooks Online, Stripe and Plaid, with support for corporate-card, spend-management and bank-data connections. |
| Product | CloseCore provides financial close management software that centralizes workflows and automates repetitive month-end close work for accounting teams. | Finlens is a finance platform with a user-friendly dashboard for managing finances. |
| Rating on G2 | 4.8 out of 5 from 13 reviews | 4.5 out of 5 from 1 review |
| 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. | Finlens lists encryption in transit and at rest, private-network databases, role-based access controls, tenant isolation, webhook-signature verification, centralized logging, audit trails, and encrypted backups. |
| Security controls | The close-management page states that CloseCore supports SSO, activity audit trails, granular permissions and SOC 2 Type 2 compliance. | The terms describe TLS/HTTPS in transit, encrypted storage, private database networking, tenant isolation, role-based access control, rate limiting and signed webhook verification. |
| What it does | CloseCore is a SaaS platform for managing financial month-end close workflows through a web application. | Finlens is an AI accounting co-pilot that works with QuickBooks to automate bookkeeping, categorisation, schedules, reconciliation and financial reporting. |
Plans
CloseCore
- Close Management$187.50 a month
- Enterprise Close AutomationPriced on request
Finlens
- StarterFree
- AI Accounting$49 a month
- Flexible PlanPriced on request
- Scale PlanPriced 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.
Finlens
Finlens is a web finance platform with a dashboard for managing accounting workflows. It connects accounts, uses AI to categorize transactions, drafts journal entries and accruals, routes exceptions for review, and syncs approved results to QuickBooks. Automation includes Stripe revenue recognition, onboarding, prepaid schedules, and transaction categorization. Finlens works on top of QuickBooks with real-time two-way synchronization, so migration is not required. The company lists more than 200 app integrations, while Plaid connections cover 1,100+ integrations and 12,000+ institutions. AI features include transaction categorization, journal-entry suggestions, recommendations, financial analysis, and natural-language questions about financial data. Finlens lists encryption in transit and at rest, private-network databases, role-based access, tenant isolation, webhook-signature verification, audit trails, and encrypted backups. The Starter plan is listed at $0 per month with one bank account and one user; AI Accounting costs $49 a month and supports up to three bank accounts and unlimited users. Setup is described as taking less than 10 minutes with connected accounts.