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CloseZero
What it is
CloseZero is an AI accounting service for scaling startups, available through web and API. It combines entities and currencies in one ledger and links source documents to entries. Its AI categorizes transactions, matches them with documents, and reconciles them against bank statement lines for review. It can extract vendor, amount, date, and tax details from receipts and supplier invoices, attaching the original file as evidence.
The service describes a Stripe connection using a restricted key, lists Brex, Wise, Revolut, and HSBC, and accepts CSV or PDF bank statement imports. P&L, balance sheet, cash, burn, and runway reports update as entries arrive. Investor rooms provide scoped read-only access or point-in-time PDF packs, and access can be revoked. Accountants can work in the ledger and auditors can receive read-only seats; CloseZero says it does not replace those professionals. The free plan has no time limit or card requirement below $10,000 MRR or $100,000 raised. Documents can be downloaded and a read API is available, while one-click export of the entire ledger is still to be built. The privacy policy is marked as a draft to be finalized with counsel before launch.
For and against
For
- One ledger across entities and currencies
- Reports update as entries arrive
- Investor access can be scoped or revoked
- Free plan has no time limit or card requirement
Against
- One-click export of the entire ledger is still to be built
- German DATEV export is on the roadmap
- Some listed features are not yet built or live
- Privacy policy is marked as a draft
The verdict
CloseZero brings transaction handling, source documents, reporting, and investor sharing into a shared ledger. Check the status of regional and export capabilities that matter to your accounting process before relying on them.
Who it suits
CloseZero is aimed at scaling startups that need bookkeeping and reporting across entities or currencies. Its free plan applies below $10,000 MRR or $100,000 raised; accountants, auditors, and investors do not pay on any plan.
Plans and prices
Free
AI bookkeeping · Stripe and bank statements · invoicing · multi-entity and multi-currency consolidation
Read 14 Oct 2026 · closezero.com
Growth
Everything in Free · unlimited investor rooms · auditor access · intercompany handling at scale
Read 14 Oct 2026 · closezero.com
Scale
Everything in Growth · audit-firm workspace · REST API and OAuth apps · ERP-grade exports
Read 14 Oct 2026 · closezero.com
On the record
- Accountant and auditor access
- Accountants work in the same ledger, while auditors can receive a read-only seat; CloseZero says it does not replace either professional.closezero.com · read 7 Oct 2026
- Accountant workflow
- The maker says accountants work in the same ledger and that CloseZero does not replace accountants or auditors.closezero.com · read 14 Oct 2026
- AI bookkeeping
- The AI categorizes transactions, matches them to supporting documents and leaves exceptions for user review.closezero.com · read 14 Oct 2026
- API
- The Scale plan lists a REST API and OAuth apps, and the pricing page says those are live.closezero.com · read 14 Oct 2026
- Auditor access
- Auditors can receive read-only access to entries, evidence and reconciled statements.closezero.com · read 14 Oct 2026
- Bank reconciliation
- Stripe transactions can be connected with a restricted key, while bank statements can be imported as CSV or PDF and matched line by line.closezero.com · read 14 Oct 2026
- Bills
- Supplier bills can be recorded, approved and marked paid, with amounts due tracked.closezero.com · read 14 Oct 2026
- Bookkeeping
- The AI categorizes transactions, matches them to documents, and reconciles them against bank statement lines for the user to review.closezero.com · read 7 Oct 2026
- China status
- China support is labeled beta, while local CAS books, domestic archiving and Golden Tax fapiao workflows remain with the customer’s existing process.closezero.com · read 14 Oct 2026
- Continuous close
- P&L, balance sheet, cash, burn and runway figures update as entries arrive, with the stated goal of closing the month by its end.closezero.com · read 14 Oct 2026
- Data export
- The pricing page says documents are downloadable and a read API is available, while one-click export of the entire ledger is still to be built.closezero.com · read 7 Oct 2026
- Data portability
- Documents are downloadable and a read API covers entities, but one-click export of the complete ledger is still to be built.closezero.com · read 14 Oct 2026
- Document capture
- The AI extracts vendor, amount, date, and tax details from receipts and supplier invoices and attaches the source file as evidence.closezero.com · read 7 Oct 2026
- Germany status
- German VAT and group consolidation are labeled beta; DATEV export and German statutory report layouts are on the roadmap.closezero.com · read 14 Oct 2026
- Human review requirement
- The workflow requires users to confirm AI-booked entries and review exceptions.closezero.com · read 14 Oct 2026
- Independent platform listing
- EZToolset lists CloseZero as running on the web and through an API.eztoolset.com · read 14 Oct 2026
- Independent pricing observation
- EZToolset describes CloseZero as having a free plan with paid pricing not yet published.eztoolset.com · read 14 Oct 2026
- Independent score
- EZToolset rates CloseZero 7.7 out of 10 and ranks it first in its accounting-automation list.eztoolset.com · read 14 Oct 2026
