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CloseCore Integrations

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Integration information sourced from real user reviews.

CloseCore Media

CloseCore Demo - Daily & Weekly Progress
See how your close lines up against your target close with day-by-day progress charts
CloseCore Demo - Analytics Dashboard
Get a real-time overview of your close process and drill down by user, folder or subsidiary.
CloseCore Demo - Reconciliation Tie-outs
Perform tie-outs and view GL transactions directly in CloseCore and receive notifications when accounts fall out of balance
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CloseCore Reviews (11)

Reviews

CloseCore Reviews (11)

4.8
11 reviews

Pros & Cons

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Verified User in Accounting
UA
Mid-Market (51-1000 emp.)
"Effortless Month-End Close with Powerful Automation and AI"
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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Mid-Market (51-1000 emp.)
"All-in-One Closing Reviews Made Effortless"
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. Review collected by and hosted on G2.com.

What do you dislike about CloseCore?

When logging out and back in, report dates change and have to be manually updated. Review collected by and hosted on G2.com.

Imran E.
IE
Senior Accountant
Mid-Market (51-1000 emp.)
"Must have tool for accounting profession !!!"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market (51-1000 emp.)
"Exceptional Support and Game-Changing Efficiency with CloseCore"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SD
Chief Financial Officer
Small-Business (50 or fewer emp.)
"CloseCore reduced our monthly close time to 5 days"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Small-Business (50 or fewer emp.)
"Very Fast Setup and Outstanding Support with CloseCore"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JH
Assistant Director
Small-Business (50 or fewer emp.)
"Intuitive Interface and Seamless SharePoint Integration"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

EM
Accounting Manager
Mid-Market (51-1000 emp.)
"Effortless Task Management Across Folders"
What do you like best about CloseCore?

I like the way I can go from folder to folder completing my tasks. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
AM
Mid-Market (51-1000 emp.)
"Intuitive, User-Friendly Platform That Streamlines the Close Process"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Mid-Market (51-1000 emp.)
"Powerful, Affordable Close Management Tool That Keeps Teams on Track"
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. Review collected by and hosted on G2.com.

What do you dislike about CloseCore?

I like everything about this software so far Review collected by and hosted on G2.com.

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CloseCore Features
Consolidation
Management
Accounting
Report Types
Standard
Custom
Audit
Journal Entries
Distribution
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CloseCore
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