Features
The close, run like a system instead of a memory test.
Close templates
Your close as an ordered task list: sections, business-day or calendar-day due offsets, reviewer-required flags, blocker types. The standard 12-task close — statements, reconciliations, cleanup, accruals, payroll, P&L and balance-sheet review, delivery, period lock — ships built in.
Business-day due dates
Offsets count from the month after the period being closed, skipping weekends and your firm's own holiday list. A task due on "business day 5" never lands on a Saturday.
Reviewer sign-off
Reconciliations and reviews can require a second pair of eyes. Done isn't final until a reviewer approves; a rejection reopens the task with the trail intact.
Document requests & reminders
Per-close requests to the client with received/waived resolution. The reminder queue surfaces what's due within 3 days or overdue, under a spacing policy — the dispatch list your mailbox or provider sends from.
Firm dashboard
Every open close on one screen: client, period, target close date, percent done, blocked count, overdue tasks and requests, reminders due. No asking around.
API-first, audit-trailed
Every state change is appended to an audit log and lands in the close package. The whole product is a documented REST API — bring your own automations.
How we compare
Competitor prices verified October 2026.
| Tool | Entry price | The catch |
|---|---|---|
| CloseKit Solo | $19/mo flat | Up to 15 clients, close management only — that's the point |
| Double (formerly Keeper) | $10–$50 per client/mo [verified Oct 2026] | Per-client metering: 30 clients on Plus = $750/mo |
| Financial Cents | $19–$69 per user/mo [verified Oct 2026] | Per-seat pricing, annual commitment, full practice suite |
| Jetpack Workflow | $40–$59 per user/mo [verified Oct 2026] | Per-seat job tracking; no sign-off enforcement or close package |