CloseGuard starts with your close process. Customize one of our expert checklist templates to match how your team actually closes — then CloseGuard auto-builds your dashboard, runs 60+ automated checks against your GL, and gives you a live 0–100 Health Score built around your specific workflow. You know before the CFO asks.
Most accounting teams close by checking things off a list and hoping nothing slipped through. CloseGuard replaces hope with evidence.
Start from an expert template, customize it to your team, and CloseGuard does the rest — no IT, no integrations, no waiting.
Choose from CloseGuard's expert-built close checklist templates and tailor every task, owner, phase, and priority to match exactly how your team closes. Your checklist is the foundation — everything else is built from it.
Pull a trial balance, AR aging, AP aging, and bank rec status from QuickBooks, NetSuite, Sage, or any CSV export. CloseGuard auto-scans every entry for duplicates, missing accruals, round-number JEs, and more.
Your customized checklist auto-builds a live dashboard tailored to your team's workflow. A 0–100 Health Score tells you exactly where you stand — updated live as tasks are completed and GL issues are resolved.
Start from a checklist template you customize, and CloseGuard assembles your entire close workflow in one place — automated checks, health scoring, and signoffs all tailored to your team.
Start from expert-built close templates and tailor every task, owner, phase, and priority to fit your team's process exactly. Your finished checklist auto-generates your dashboard, timeline, and health score — no extra setup.
ChecklistEvery bank account with reconciliation status — complete, in-progress, or pending — and the variance amount. No more status update email chains.
Bank RecsCurrent, 30-, 60-, and 90-day aging buckets per customer with overdue flags. See which receivables need attention before they become write-offs.
Accounts ReceivableEvery open vendor invoice with due date, amount, and overdue status. Stop missing payments and stop paying the same invoice twice.
Accounts PayableAutomatic detection of duplicate entries, missing recurring accruals, late-period round-number JEs, and vague journal entry descriptions — all surfaced for review.
GL AnalyticsAdd notes and open issues directly in the dashboard. Every flag stays visible until resolved, so nothing falls through the cracks between reviewers or sessions.
CollaborationCloseGuard's rule library spans 12 categories — from duplicate detection and missing accruals to stale AR and unusual entry patterns. And we add new checks every month.
Start with Pilot to validate the value. Upgrade to Pro when you're ready to automate the whole close workflow.
For teams wanting to validate CloseGuard on a single entity before committing.
For teams managing multi-entity closes who need full automation, collaboration, and reporting.
Both plans include a 14-day free trial. No credit card required. · Need something custom? Contact us
Customize a template to fit how your team closes — CloseGuard does the rest. 12 pilot seats left at the founding rate.
Or try the checklist builder — free, no signup needed.
Enter your work email and we'll open the Checklist Builder — free, no credit card needed.