CloseCore

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Output—per 1M tokens

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About

CloseCore is ranked #30 of 32 in management reporting software on Inferse. It runs on Browser extension, Web. There is no free plan. A free trial is offered. Paid plans start at $187.50/mo.

Compared on management reporting software

Free plan: Noclosecore.com
Paid from: $187.50/moclosecore.com

Facts

Product: CloseCore provides financial close management software that centralizes workflows and automates repetitive month-end close work for accounting teams.closecore.com · 3 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 · 3 Oct 2026
Reconciliations: The platform ties reconciled balances to ERP balances, provides out-of-balance notifications, and supports exporting transaction reports to Excel.closecore.com · 3 Oct 2026
Controls: CloseCore supports sign-off records, folder locking, and preventing edits to sign-offs, tasks, folders, and workpapers after close.closecore.com · 3 Oct 2026
Security: CloseCore says it is SOC 2 Type 2 compliant, offers role and subsidiary permissions and user activity audit trails, and is audited annually by TAC Security.closecore.com · 3 Oct 2026
Security policy: Its information security policy states that data must be encrypted in transit and at rest and that regular backups must be performed and tested.closecore.com · 3 Oct 2026
Integrations: The integration directory lists ERP products including NetSuite, Sage Intacct, QuickBooks Online, Xero, Workday Financial Management, and Oracle Cloud.closecore.com · 3 Oct 2026
Messaging and storage: Listed messaging integrations include Microsoft Teams, Slack, and Zoom; listed cloud storage integrations include SharePoint, OneDrive, Google Drive, Dropbox, and Box.closecore.com · 3 Oct 2026
Excel add-in: The Enterprise plan includes an Excel add-in for bringing in general ledger data and invoices and matching transactions.closecore.com · 3 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 · 3 Oct 2026
Setup and support: Close Management setup is described as typically taking 1–3 days with standard support, while Enterprise setup typically takes 2–4 weeks with dedicated implementation and support.closecore.com · 3 Oct 2026
Who it serves: CloseCore describes the product as designed by accountants for accountants and suitable for accounting teams from startup through IPO and beyond.closecore.com · 3 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 · 3 Oct 2026