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 3How 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.
Ready to put CloseCoach on your numbers?
Start a 14-day free trial, no credit card required.