AI TOOL PROFILE
CloseCore: Financial Close Management Software
- Finance and Accounting
- Financial Close Management
- Finance teams
- Accounting firms
- Controllers
- CFOs
Pricing
Pricing is available by request after a questionnaire. A one-month trial with no commitment is available.
At a glance
- Best for
- Finance teams, Accounting firms, Controllers, CFOs
- Key use cases
- Month-End Close Management, Account Reconciliation, Variance Analysis, Audit Preparation
- Integrations
- NetSuite, Dynamics 365 Business Central, Dynamics 365 Finance, Sage Intacct, SAP
- Official website
- Visit CloseCore official website
How AI is used
CloseCore is a financial close management tool that provides a centralized portal for month-end activities. It is designed to replace manual spreadsheet tracking with standardized workflows and automated task management.
The software supports finance teams, including CFOs, controllers, and staff accountants. It helps organize recurring tasks and link supporting documentation to journal entries to support audit readiness.
Key capabilities include a GL-aware AI copilot for variance analysis and connectivity to ERPs for account reconciliation. This helps teams verify that reconciled balances match their ERP balances, with notifications provided when they fall out of balance.
Buyers should confirm the specific depth of the AI's journal entry assistance for their accounting needs.
Key Features
Standardized Monthly Workflows
Supports recurring tasks and folder structures that automatically roll forward every month.
ERP-Integrated Reconciliation
Connects to ERP systems to help verify that reconciled balances match and provides notifications when they fall out of sync.
GL-Aware AI Copilot
AI assistant designed to help identify variances, generate explanations, and assist with journal entries.
Excel Add-in
Supports pulling ERP data into Excel and performing sign-offs within the spreadsheet.
Centralized Repository
A shared space for month-end documentation with bulk download options for audit support.
Reporting & Variance Analysis
Supports customized financial reports with thresholds that require explanations when variances are exceeded.
Use Cases
Month-End Close Management
Using automated workflows and reminders to replace manual checklists for accounting teams.
Account Reconciliation
Using ERP integrations to verify balance sheet reconciliations against system data.
Variance Analysis
Utilizing AI to help analyze financial variances and document explanations for review.
Audit Preparation
Organizing documentation and sign-offs in a centralized repository to support audit requests.
Integrations
- NetSuite
- Dynamics 365 Business Central
- Dynamics 365 Finance
- Sage Intacct
- SAP
- QuickBooks
- Xero
- Acumatica
- Odoo
- Oracle
- Workday
- Excel
- Microsoft
- Okta
FAQ
How does CloseCore handle ERP integrations?
- CloseCore integrates with ERPs such as NetSuite, Sage Intacct, and SAP to help ensure reconciled balances match ERP balances and provide notifications when they fall out of sync.
Is there a trial period for CloseCore?
- Yes, CloseCore offers a one-month trial with no commitment.
Who is the target user for CloseCore?
- It is designed for finance and accounting professionals, including CFOs, Controllers, Accounting Managers, and Staff Accountants.
Does CloseCore include AI features?
- Yes, it includes a GL-Aware AI Copilot that may help identify variances, generate explanations, and calculate expense accruals.
Source category: Finance & Accounting
Source subcategory: Financial Close Management
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