Close the books on time.
Every client. Every month.
CloseFlow gives bookkeepers and CPAs a simple monthly close checklist for every client, with automated reminders so nothing slips through.
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Monthly close — March
12 of 15 clients on trackNorthwind Bakery
Acme Logistics
Bluepeak Studio
Everything you need to close the month
Stop juggling spreadsheets, email threads, and sticky notes.
Per-client checklists
Track every close task by client with progress that updates in real time.
Automated reminders
Auto-email clients before due dates. Nudge stragglers without lifting a finger.
On-track dashboard
See at a glance which clients are on track, waiting, or overdue.
Standard workflows
Start every client with the same proven monthly close steps.
Built-in security
Bank-grade encryption and per-firm data isolation by default.
Designed for CPAs
Clean, fast, and made for the way accounting firms actually work.
"We close 18 clients a month with a 3-person team. CloseFlow took our process from chaotic email threads to a single dashboard everyone trusts."
Tom Hayes, CPA
Hayes & Co. CPAs
Close the month without the stress
Set up your firm in under 2 minutes. Sample data and starter checklists included.
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