# CloseCore Reviews **Vendor:** CloseCore **Category:** [Financial Close Software](https://www.g2.com/categories/financial-close) **Average Rating:** 4.8/5.0 **Total Reviews:** 11 ## About CloseCore CloseCore organizes your month-end close checklist and reconciliation tasks into one platform with task reminders and complete visibility into close progress. You only need to set up your recurring folder structure and tasks once, and the system will automatically create them every month. It ensures a consistent close and helps you stay ready for audit. Teams that have implemented CloseCore see ROI in their first month. CloseCore automates many manual tasks, helps improve accuracy and completeness, and makes it easy to collaborate and track progress. It is affordably priced for teams of all sizes and only takes a day to implement. If you're doing any of these time and again every month… • chasing spreadsheets from your team • asking budget owners and vendors for information • downloading the same report and pasting it into Excel …then give CloseCore a try. ## CloseCore Pros & Cons **What users like:** - Users appreciate the **intuitive and user-friendly interface** of CloseCore, simplifying navigation and enhancing efficiency. (8 reviews) - Users highly value **financial closing efficiency** with CloseCore, reducing close time significantly and ensuring accurate reporting. (4 reviews) - Users value the **speed** of CloseCore, allowing quick access to balances and streamlined reconciliation processes. (4 reviews) - Users appreciate the **easy integrations** with accounting software, streamlining their closing processes and enhancing efficiency. (3 reviews) - Users appreciate the **intuitive design and essential features** of CloseCore, enhancing efficiency and user experience significantly. (3 reviews) - Implementation Ease (3 reviews) - Intuitive (3 reviews) - Time-Saving (3 reviews) - Automation (2 reviews) - Organization (2 reviews) **What users dislike:** - Users face **inefficient notifications** with CloseCore, leading to confusion during task updates and priority changes. (1 reviews) - Users face **inefficient reporting** as logouts alter report dates, requiring manual adjustments and causing frustration. (1 reviews) - Users experience **login issues** , with report dates resetting, requiring manual updates each time they log back in. (1 reviews) - Users experience **update issues** with CloseCore, affecting synchronization of tasks and causing confusion with shifting priorities. (1 reviews) ## CloseCore Reviews ### 1. Effortless Month-End Close with Powerful Automation and AI **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2025 **What do you like best about CloseCore?** I really appreciate how quickly I can view NetSuite balances alongside reconciliation reports. Being able to communicate with my team through notes that are emailed and connected to our Zoom meetings is extremely helpful. The AI flux analysis feature is impressive and makes it easy to pinpoint issues at a very detailed level. I also find it a huge advantage that CloseCore can import saved searches and update them automatically from within the platform. Starting a new month and rolling over folders and reconciliations is as simple as clicking a button. Overall, I much prefer CloseCore to other closing software I have used! **What do you dislike about CloseCore?** The only downside to using CloseCore is figuring out what you are going to do with all the time you have saved closing your books! **What problems is CloseCore solving and how is that benefiting you?** This tool establishes a consistent month-end closing routine, ensuring that nothing is overlooked from one month to the next. The AI analysis is particularly helpful for identifying trends and allows me to anticipate changes before they happen. ### 2. All-in-One Closing Reviews Made Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about CloseCore?** I love that a full closing review can be completed within this one program. This program allows easy integration with your accounting software for real time balances, changes, corrections. It has really made the process more streamlined. I can work on month end processes before the month ends to get a jump start on closing review and if a balance changes its easier to track and review. **What do you dislike about CloseCore?** When logging out and back in, report dates change and have to be manually updated. **What problems is CloseCore solving and how is that benefiting you?** The biggest problem with closings is hitting your clients deadline. CloseCore allows you to set completion dates on different accounts so you don't have a bottleneck at month end. CloseCore tracks comments/notes and notifies you when a task is ready for your review. You're notified when a balance changes so you can go back in and give it a second review. It keeps you and your team on task. ### 3. Must have tool for accounting profession !!! **Rating:** 5.0/5.0 stars **Reviewed by:** Imran E. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about CloseCore?** Closecore serves as my daily planner, allowing me to organize and track the tasks I need to complete each day. It is especially valuable during the month-end close process, as it helps me monitor assignments and reconciliations, ensuring that everything is completed accurately and on time. **What do you dislike about CloseCore?** One challenge I have with Closecore is that updates or task changes don’t always sync smoothly, which can cause confusion when priorities shift. Improving real-time updates and notification accuracy would greatly enhance its reliability. **What problems is CloseCore solving and how is that benefiting you?** Closecore helps streamline and organize the month-end close process by centralizing all accounting tasks, assignments, and deadlines in one place. It eliminates the need to track items manually across spreadsheets or emails, reducing errors and missed deadlines. For me, it provides clear visibility into what needs to be completed each day and helps prioritize my workload efficiently, ultimately improving accuracy, accountability, and time management during close. ### 4. Exceptional Support and Game-Changing Efficiency with CloseCore **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about CloseCore?** CloseCore has a lot to like. First is the leadership time. Andrew and Albert are quick to respond to questions and requests. They are willing to work with like minded people to continually improve and enhance the software. The Flux and AI model is wonderful. We have been using it for a few months now and have yet to see a hallucination. Depending on the accounting system you use, if you change you process to load as much information in there in the description and memos, and do not do batch entries, it it a valuable tool to complete a P&L flux and investigate variances more efficiently than you can do by hand. With the Flux and Close Check list, our close process has decreased by 5 days and continues to fall. Wonderful piece of software. **What do you dislike about CloseCore?** I don't really have anything negative to say about close core. At this point in time the software meets our requirements and is working well for us. **What problems is CloseCore solving and how is that benefiting you?** CloseCore allows us to close our books faster. It has allowed us to become proactive instead of reactive in the close process. Our month end close time has been reduced and the accuracy of our financials before the review stage has increased significantly. ### 5. CloseCore reduced our monthly close time to 5 days **Rating:** 5.0/5.0 stars **Reviewed by:** Steve D. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2025 **What do you like best about CloseCore?** We reduced our close time from 20-25 days and now report financials on BD5 of every month. CloseCore is fantastic. Couldn’t recommend it enough. **What do you dislike about CloseCore?** No downsides. The product team is very responsive and constantly making improvements. Whenever we had an issue they helped us resolve it quickly. **What problems is CloseCore solving and how is that benefiting you?** Monthly close involves tracking a lot of tasks and deliverables from different parties which can be difficult to manage. Traditional task management software can help, but it’s a bit like a square peg and a round hole. CloseCore is specifically designed for managing the close process, so it suited our needs perfectly. ### 6. Very Fast Setup and Outstanding Support with CloseCore **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about CloseCore?** CloseCore helps my team stay on track and gives me an easy way to measure our velocity during close. It was very easy for us to set up and didn't require much training. My team figured out how to use it pretty quickly. I also like the transaction export automation that makes it easy for me to review my team's reconciliation work. **What do you dislike about CloseCore?** I don't have anything I dislike about CloseCore. The support team is very responsive to feedback and frequently releases new features based on our feedback. **What problems is CloseCore solving and how is that benefiting you?** CloseCore helps our accounting team establish a reliable month end process. Before using CloseCore we didn't have a good way to organize our accounting files and ensure that our reconciliations were being completed and approved accurately. ### 7. Intuitive Interface and Seamless SharePoint Integration **Rating:** 5.0/5.0 stars **Reviewed by:** jennie.hoffman@accountingdepartment.com H. | Assistant Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2025 **What do you like best about CloseCore?** CloseCore's interface is intuitive. Knowing that an account has been reconciled and having confidence that the amount hasn't changed is very useful. Love that we keep our documents in SharePoint and we're not dealing with version control issues. The CloseCore team makes setting up new clients simple. **What do you dislike about CloseCore?** Looking forward to more reporting functionality by segmentation. Looking forward to seeing enhancements around reviewing the Income Statement for missing transactions or unexpected amounts. **What problems is CloseCore solving and how is that benefiting you?** CloseCore's close management is at a favorable price point with a full feature set. ### 8. Effortless Task Management Across Folders **Rating:** 4.0/5.0 stars **Reviewed by:** elaine.miller@accountingdepartment.com M. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about CloseCore?** I like the way I can go from folder to folder completing my tasks. **What do you dislike about CloseCore?** I would like to be able to very simply update all due dates at once and then have my reviewers dates automatically update based on the cadence already there - for example if the reviewer is 3 days after me, then when I change my dates all of their dates would change to three days after me. **What problems is CloseCore solving and how is that benefiting you?** it keeps me organized so I don't forget anything I need to do. ### 9. Intuitive, User-Friendly Platform That Streamlines the Close Process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2025 **What do you like best about CloseCore?** CloseCore offers all the essential features required to manage an efficient and successful close. The platform is highly intuitive and user-friendly, making it easy to navigate. It also feels thoughtfully tailored to meet the specific needs of your organization. Perhaps the biggest plus about CloseCore was the ease and speed with which it was implementation. **What do you dislike about CloseCore?** I can't think of any major drawbacks when it comes to closecore. Any minor bugs or issues we've encountered were addressed promptly by the support team. **What problems is CloseCore solving and how is that benefiting you?** CloseCore assists our team in tracking and monitoring review controls for important month-end account reconciliations, as well as other related tasks. It is great for providing audit evidence in that regard. ### 10. Powerful, Affordable Close Management Tool That Keeps Teams on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2025 **What do you like best about CloseCore?** Having used FloQast before, I can say this platform took everything that made it great and improved upon it. You still get that same comprehensive set of tools for keeping the accounting folder organized, plus a checklist that rolls forward with a slick and simple UI for quick navigation. Implementation also only took a day, I do want to say that my team already has a good checklist and folder structure set up, so it made the integration process very smooth. The pricing is a huge plus, and the continuous addition of new features at no time extra cost makes it an even better value. I'm talking about things like file management to speed up audit record pulling, automated reporting exports that let you refresh reports directly in Excel for NetSuite (and probably other ERPs as well), and transaction monitoring to help catch errors whenever things aren't tagged to your set of rules. The dev team is also super responsive through their slack channel. For any accounting team that wants efficiency and scalability at an affordable price, this is a must-have. **What do you dislike about CloseCore?** I like everything about this software so far **What problems is CloseCore solving and how is that benefiting you?** CloseCore is helping our team stay organized and decreasing error in our month-end close process ### 11. NetSuite Closing Review Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about CloseCore?** Very intuitive, Number of Features, Very easy to integrate w NetSuite **What do you dislike about CloseCore?** Still very new to the application but so far everything is good **What problems is CloseCore solving and how is that benefiting you?** Allows us to review specific close items before issuing financial statements - [View CloseCore pricing details and edition comparison](https://www.g2.com/products/closecore/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+06%3A32%3A14+-0500&secure%5Bsession_id%5D=2f54e227-68a5-4abc-8bb5-2f4b92247080&secure%5Btoken%5D=e9abac79bfeb55540048a593382430dc4c2d9dccb2e47a9f540dc851f7541882&format=llm_user) ## CloseCore Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## CloseCore Features **Reconciliation** - Consolidation - Management - Accounting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Reporting** - Report Types - Standard - Custom **Closing Process** - Audit - Journal Entries - Distribution **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis ## Top CloseCore Alternatives - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,125 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) - 4.6/5.0 (1,391 reviews) - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) - 4.5/5.0 (1,050 reviews)