CloseCore

CloseCore is ranked #6 of 37 in accounting automation software on The Geeks Club. It runs on Browser extension, Web. There is no free plan. A free trial is offered. Paid plans start at $187.50/mo.

CloseCore plans and pricing

All plans

Close Management $187.50/mo billed annually Close checklist, documents, and reconciliations · trial balance file-based reconciliations · direct ERP integration limited to trial balance for supported ERPs closecore.com · 3 Oct 2026

Enterprise Close Automation Not published Custom pricing · full ERP integration · full automation suite · Excel add-in · AI workflows · dedicated implementation, training, and support closecore.com · 3 Oct 2026

Compared on accounting automation software

Free plan: No
Paid from: $187.50/mo

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CloseCore

Product: CloseCore provides financial close management software that centralizes workflows and automates repetitive month-end close work for accounting teams.
Close workflow: Recurring tasks and folders can be configured once and automatically recreated each month, with working-day due dates and reassignment options.
Reconciliations: The platform ties reconciled balances to ERP balances, provides out-of-balance notifications, and supports exporting transaction reports to Excel.
Controls: CloseCore supports sign-off records, folder locking, and preventing edits to sign-offs, tasks, folders, and workpapers after close.
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.
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.
Integrations: The integration directory lists ERP products including NetSuite, Sage Intacct, QuickBooks Online, Xero, Workday Financial Management, and Oracle Cloud.
Messaging and storage: Listed messaging integrations include Microsoft Teams, Slack, and Zoom; listed cloud storage integrations include SharePoint, OneDrive, Google Drive, Dropbox, and Box.
Excel add-in: The Enterprise plan includes an Excel add-in for bringing in general ledger data and invoices and matching transactions.
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.
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.
Who it serves: CloseCore describes the product as designed by accountants for accountants and suitable for accounting teams from startup through IPO and beyond.
Integrations availability: CloseCore says it can build a new integration in as little as two days and invites customers to discuss specific integration needs.
Price from: $187.50/mo

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Where it ranks on The Geeks Club

Best Accounting Automation Software in 2026#6 of 37
Best AI Accounting Software in 2026#9 of 34
Best Management Reporting Software in 2026#7 of 30
Best Financial Close Software in 2026#4 of 28

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Sources

closecore.com· checked 3 Oct 2026
closecore.com/product/close-management· checked 3 Oct 2026
closecore.com/security· checked 3 Oct 2026
closecore.com/integrations· checked 3 Oct 2026
closecore.com/pricing· checked 3 Oct 2026
closecore.com/company· checked 3 Oct 2026