--- title: CloseCore Reviews meta\_title: 'CloseCore Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 12 reviews by the users' company size, role or industry to find out how CloseCore works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 12 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

# CloseCore Reviews & Product Details

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###### Profile Status

This profile is currently managed by CloseCore but has limited features.  
  
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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.

* * *

Seller
 [CloseCore](https://www.g2.com/sellers/closecore)
Discussions
 [CloseCore Community](https://www.g2.com/products/closecore/discuss)
Languages Supported
 

English

Overview by
 Andrew Li

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## User Insights

Average based on 12 real user reviews.

[Log in to unlock pricing and user insights](/login)

## CloseCore Integrations
(8)

What do users say about integrations?

Integration information sourced from real user reviews.

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 ![Joey J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joey J.")
JJ

Joey J.

Accounting Manager

Small-Business (50 or fewer emp.)

5/28/2026

"Super user-friendly month end close tool"

5/5

What do you like best about CloseCore?

The automated task roll-forwards are the real standout for me. Each period starts off clean and fully set up, without having to manually recreate anything. For a small team managing multiple entities, that translates into genuine time savings. The interface is also very user-friendly and easy to follow, which makes day-to-day work feel straightforward. Review collected by and hosted on G2.com.

What do you dislike about CloseCore?

Right now, the system doesn’t show all of the checklist items that are set to run bi-weekly, but it looks like the team is actively working on fixing it. Review collected by and hosted on G2.com.

What problems is CloseCore solving and how is that benefiting you?

The reconciliation tie-outs are much cleaner now—easier to review and easier to document for audit purposes. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: G2 invite

  

 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting")
UA

Verified User in Accounting

Mid-Market (51-1000 emp.)

11/24/2025

"Effortless Month-End Close with Powerful Automation and AI"

5/5

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.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

  

 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting")
UA

Verified User in Accounting

Mid-Market (51-1000 emp.)

11/17/2025

"All-in-One Closing Reviews Made Effortless"

5/5

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.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

  

 ![Imran E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Imran E.")
IE

Imran E.

Senior Accountant

Mid-Market (51-1000 emp.)

11/18/2025

"Must have tool for accounting profession !!!"

5/5

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.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

  

 ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services")
UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

11/5/2025

"Exceptional Support and Game-Changing Efficiency with CloseCore"

5/5

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.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

  

SD

Steve D.

Chief Financial Officer

Small-Business (50 or fewer emp.)

11/7/2025

"CloseCore reduced our monthly close time to 5 days"

5/5

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.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

  

 ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software")
UC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

11/25/2025

"Very Fast Setup and Outstanding Support with CloseCore"

5/5

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.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

  

JH

jennie.hoffman@accountingdepartment.com H.

Assistant Director

Small-Business (50 or fewer emp.)

11/17/2025

"Intuitive Interface and Seamless SharePoint Integration"

5/5

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.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

  

 ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising")
AM

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

11/24/2025

"Intuitive, User-Friendly Platform That Streamlines the Close Process"

4.5/5

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.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

  

 ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software")
UC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

6/26/2025

"Powerful, Affordable Close Management Tool That Keeps Teams on Track"

5/5

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.

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 Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

##### Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

[
View More Pricing Information
](https://www.g2.com/products/closecore/pricing)

##### ##### CloseCore Features

Reconciliation

Consolidation

Management

Accounting

Reporting

Report Types

Standard

Custom

Closing Process

Audit

Journal Entries

Distribution

[
View More Features
](https://www.g2.com/products/closecore/features)

##### Categories on G2

[Financial Close](https://www.g2.com/categories/financial-close)

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