Close the month.
In two days. Not seven.
Templates populate from your last close. AI drafts the reconciliation JEs. Work routes preparer → reviewer → sign-off automatically. Your same SOPs — running themselves.
No credit card required · SOC 2 controls in place · Cancel any time
Cut the close in half. Without dropping anything.
Your firm's best close,
running itself.
Pull live trial balance, AR/AP aging, and JEs from QBO. The agent drafts the reconciliation entries you'd write anyway — your reviewer just signs them off.
- Live QBO data on every step — no more stale spreadsheets
- Auto-drafted JEs for cash, payroll, deferred rev, accruals, prepaids
- Materiality thresholds learned from your prior closes
- One-click revert to the last clean state if something goes sideways
Your SOPs become
living software.
One template library inherited across every client. When you improve a step, every close inherits the change. Version-controlled, with a paper trail your reviewer will thank you for.
- Industry starters: SaaS, restaurant, construction, e-commerce, agency
- Inherit + override — change a step on one client without forking the whole SOP
- Every change logged with author, time, and reason
- Onboard a new preparer in a week, not a quarter
Preparer → Reviewer → Sign-off,
without the hand-offs.
Each task knows who owns it, what's blocking, and where the supporting docs live. Your reviewer sees only what's ready, not a wall of half-done items. Your partner sees only what's signed.
- Auto-routed by role — preparer, reviewer, partner, client
- Block-on-data-request — chase the client without bugging your team
- Reviewer view: only ready items, with diff vs. last close
- Sign-off creates an immutable PDF + audit log
“Our close shrank from 7 days to 3, and we caught two accrual errors in month one that would have embarrassed us later. The reviewer queue alone saved my Saturday.”
Close, by the numbers.
Your next close starts
when you do.
Connect QuickBooks, pick a template, and your first close runs in two days. No credit card. Cancel any time.
14 days free · No credit card · Cancel any time
SOC 2 controls in place · Built in the U.S.