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On the recordRead 21 Oct 202637 facts
CloseCore
Plans and prices
Close Management
$187.50a month, billed yearly
real-time close dashboard · recurring tasks · trial-balance reconciliations · cloud storage integration
Read 21 Oct 2026 · closecore.com
Enterprise Close Automation
Priced on request
full ERP integration · AP integrations · transaction exports · document search
Read 21 Oct 2026 · closecore.com
On the record
- AI agent workflows
- The platform can turn recurring close procedures into reusable agent tasks that collect data, prepare workpapers, draft entries and wait for human review.closecore.com · read 21 Oct 2026
- API access
- The terms mention that integrated systems such as Sage Intacct can impose usage fees, rate limits and other restrictions on programmatic or API access.closecore.com · read 21 Oct 2026
- Business Central integration
- A Microsoft Marketplace listing describes native integration with Dynamics 365 Business Central for checklists, reconciliations, flux analysis, documentation and reporting.marketplace.microsoft.com · read 21 Oct 2026
- Close checklist
- The product creates recurring close tasks aligned with business days and sends automated reminders for handoffs and completion.closecore.com · read 21 Oct 2026
- Close workflow
- Recurring tasks and folders can be configured once and automatically recreated each month, with working-day due dates and reassignment options.closecore.com · read 3 Oct 2026
- Collaboration
- Users can attach review notes to checklist tasks, reconciliations, documents and flux analysis, with email, Slack or Teams notifications.closecore.com · read 21 Oct 2026
- Company facts
- LinkedIn lists CloseCore as a privately held San Francisco company founded in 2024 with 11–50 employees.linkedin.com · read 21 Oct 2026
- Company profile
- Crunchbase categorizes CloseCore as an active private accounting and fintech company offering AI close management, reconciliations, reporting and Excel integration.crunchbase.com · read 21 Oct 2026
- Controls
- CloseCore supports sign-off records, folder locking, and preventing edits to sign-offs, tasks, folders, and workpapers after close.closecore.com · read 3 Oct 2026
- Data processing
- Its DPA says hosting providers maintain independently audited SOC 2 Type II and ISO 27001 controls and that breach notices are provided without undue delay.closecore.com · read 21 Oct 2026
- Excel add-in
- The Excel add-in pulls ERP transactions into workbooks, refreshes data automatically, supports transaction drill-down and provides AI-assisted matching and sign-offs.marketplace.microsoft.com · read 21 Oct 2026
- Integrations
- CloseCore advertises ERP, cloud-file-storage and workplace-messaging integrations, including NetSuite, Sage Intacct, Google Drive, OneDrive, Slack, Teams and Zoom.closecore.com · read 21 Oct 2026
- Integrations availability
- CloseCore says it can build a new integration in as little as two days and invites customers to discuss specific integration needs.closecore.com · read 3 Oct 2026
- Internal controls
- CloseCore records sign-offs, locks folders and workpapers after close, and links tasks and documents to journal entries.closecore.com · read 21 Oct 2026
- License
- The terms grant customers a limited, non-exclusive, non-transferable subscription license to use the proprietary service for internal business purposes.closecore.com · read 21 Oct 2026
- Limit: cancellation refunds
- Subscriptions renew automatically, fees are non-refundable and CloseCore does not provide prorated refunds for unused periods.closecore.com · read 21 Oct 2026
- Limits
- Close Management direct ERP integration is limited to trial-balance data; Enterprise includes full visibility of general ledger activity, and some ERPs may incur an additional per-entity fee.closecore.com · read 3 Oct 2026
- Limit: Teams scope
- The Teams companion operates only in one-to-one personal chat, does not support channels or team scope and accepts no free-text commands.marketplace.microsoft.com · read 21 Oct 2026
