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The modern close platform

Your next close starts
the moment you sign up.

Connect QuickBooks, import your checklist, run the first AI close review, and deliver a branded CFO write-up — all before your next monthly meeting.

Live QBO data — no CSV exports

AI-scanned findings on every account

Client-ready CFO write-ups in one click

Partner marketplace for referral revenue

Full firm audit log, SOC 2 controls in place

3.2x

Faster closes

98%

Error detection

< 5m

Setup time