Close the month.
With a lot less busywork.
Your checklist carries forward from your last close, live QBO balances flow in, and AI suggests the tasks you're missing. Work routes preparer → reviewer → sign-off automatically. Your same SOPs — running themselves.
No credit card required · SOC 2 audit in progress · Cancel any time
A faster close. Without dropping anything.
Your firm's best close,
running itself.
Pull live trial balance, AR/AP aging, and JEs from QBO. A deterministic rule engine reconciles accounts and drafts balanced journal entries for common items like bank fees and interest — your reviewer just signs them off.
- Live QBO data on every step — no more stale spreadsheets
- Drafts balanced JEs for common items like bank fees and interest income
- 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
Close, by the numbers.
Your next close starts
when you do.
Connect QuickBooks, pick a template, and your first close runs with a lot less busywork. No credit card. Cancel any time.
14 days free · No credit card · Cancel any time
SOC 2 audit in progress · Built in the U.S.