CloseCoach — Month end close checklist software
Month end close checklist software that tracks every task, flags blockers, and gets you to a clean close.
Works with QuickBooks Online
The problem
- The close lives in a shared spreadsheet nobody trusts.
- Blockers surface late, so the close slips.
- Hand-offs are unclear and tasks fall through the cracks.
How CloseCoach fixes it
Month end close checklist software that tracks every task, flags blockers, and gets you to a clean close.
What you get
Every close task tracked with a clear owner and status.
Outcome 1Blockers flagged early so the close stays on schedule.
Outcome 2A repeatable, faster close each month.
Outcome 3CloseCoach vs a spreadsheet
The month-end close usually lives in a shared checklist nobody fully trusts: tasks without clear owners, blockers that surface late, and hand-offs that fall through the cracks.
| Area | Spreadsheet | CloseCoach |
|---|---|---|
| Task tracking | A shared list people forget to update | Every task tracked with an owner and status |
| Blockers | Surface late, so the close slips | Flagged early |
| Sequencing | Order lives in someone's head | Dependencies made explicit |
| Hand-offs | Unclear, easy to drop | Clear ownership at each step |
| Repeatability | A little different every month | The same clean close each period |
Illustrative example
A close that takes ten days rarely fails on one big thing — it is a dozen small hand-offs that each slip half a day. Making every task an owned, sequenced step with early blocker flags is how a ten-day close becomes a five-day close.
Hypothetical figures to show the arithmetic, not customer results.
How it connects to QuickBooks
- 1.Connect QuickBooks Online with a secure, read-only authorization. CloseCoach never writes to your books.
- 2.CloseCoach reads the accounts and transactions it needs and builds its analysis from your live ledger.
- 3.Results stay current as your books change. Disconnect at any time to revoke access.
Frequently asked questions
Does CloseCoach work with QuickBooks Online?
Yes. CloseCoach connects to QuickBooks Online through a secure, read-only connection and builds its analysis directly from your live ledger. There is nothing to export or re-key.
How long does it take to get started?
Connect QuickBooks Online and CloseCoach produces its first results in minutes. Setup does not require an implementation project or a spreadsheet import.
How much does CloseCoach cost?
Plans start at $49/mo (Starter: one tool, one company). The $199/mo Suite includes every Tech for CFO tool, and every plan starts with a 14-day free trial.
Is my financial data safe?
CloseCoach uses a read-only connection to QuickBooks Online and does not write to your books. Your data is encrypted in transit and at rest.
Is CloseCoach better than a spreadsheet?
A spreadsheet is flexible, but it has to be rebuilt every period and breaks easily. CloseCoach connects to QuickBooks Online and stay current as the books change, which removes the manual rebuild and the formula risk.
Can I keep using my spreadsheet too?
Yes. CloseCoach reads from QuickBooks Online and does not change your books, so a spreadsheet for one-off analysis can sit alongside it.
How does CloseCoach speed up the close?
It tracks every close task with a clear owner and status, makes dependencies explicit, and flags blockers early, so the close stops slipping on small hand-offs.
Does it connect to QuickBooks?
Yes — it works alongside QuickBooks Online so close tasks sit next to the books they depend on.
Can the whole team use it?
Yes. Ownership and status are visible to everyone involved in the close, which is the point — no more guessing who has what.
Ready to put CloseCoach on your numbers?
Start a 14-day free trial, no credit card required.