Closewell
AI-POWERED FINANCE · CPA REVIEWED

Close your books faster, with fewer surprises.

Closewell runs your month-end close with AI, and a CPA reviews every result. Reconciliations, variance analysis, payables review and owner-ready reports, every month, in English, Spanish or Portuguese.

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Month-end close
SAMPLE REPORT
Bank reconciliations
Proposed by AI, ready for review
Variance analysis
Unusual account movements flagged and explained
Payables review
Possible duplicate invoices held before payment
Owner report
Statements, key metrics and narrative
Awaiting CPA sign-off. Nothing is posted without approval.
WORKS WITH QuickBooks Xero Sage SAP Oracle NetSuite
EVERY MONTH

What you get from your monthly close

Assisted reconciliations

Bank and account reconciliations proposed by AI, with open items listed for review. Fewer hours lost at month-end.

Variance analysis

Accounts that moved more than expected, explained in plain language. Catch problems before your auditor does.

Payables review

Duplicate invoices, new vendors, unusual amounts and upcoming due dates. Stop paying the same bill twice.

Owner-ready report

Financial statements, key metrics and a short narrative. Decisions based on numbers you understand.

SERVICES

From the monthly close to the board room

AI Month-End Close

Reconciliations, variance analysis, payables review and reporting, delivered every month and reviewed by a CPA.

FP&A and Fractional CFO

Budgets, budget vs. actual, rolling forecasts and concrete recommendations on cash, costs and growth.

Outsourced Accounting

Day-to-day bookkeeping, monthly close and financial statements, done with AI and reviewed by a CPA.

Fund and Crypto Accounting

Investor capital accounts, capital calls, distributions, shadow NAV, and wallet, exchange and custodian reconciliations.

SAP GR/IR Cleanup

Every open item classified as a timing, price or quantity difference, a missing invoice or a duplicate, with a clear action list.

AI Diagnostic

A review of how you close today and a written plan showing where AI saves time and where the risks are.

HOW IT WORKS

Three steps. You approve everything.

  1. 01
    Diagnostic

    We review how you close today and deliver a written plan: where AI saves time and where the risks are.

  2. 02
    Setup

    We connect AI to your accounting system with read-only access, configure your monthly workflows and walk your team through them.

  3. 03
    Monthly close

    AI does the heavy lifting, a CPA reviews it, and you approve. Nothing is posted to your books without your sign-off.

PRICING

Clear prices, no surprises

Diagnostic
$950
One-time, credited toward Setup

Review of your close process and a written AI plan.

Monthly Close · Essential
From $800 / month
Plus one-time Setup from $3,000

All four monthly deliverables, up to 3 bank accounts.

Monthly Close · Growth
From $1,500 / month
Plus one-time Setup

More accounts and entities, plus a monthly review call.

FP&A · Fractional CFO
From $2,500 / month
Budget, forecast and recommendations

Budget vs. actual every month and a rolling forecast.

Outsourced accounting, fund and crypto accounting, and SAP GR/IR cleanup are quoted after the Diagnostic. Payment terms: the Diagnostic is paid before work begins; Setup and projects are 50% at signing and 50% on delivery; monthly services are billed in advance by automatic payment.

WHY CLOSEWELL

A CPA, not just a tech vendor

Built by finance leaders with 11+ years across Fortune 500 multinationals, strategy consulting engagements and ERP implementations (SAP, Oracle, NetSuite), with deep IFRS and US GAAP experience. Every close is reviewed by a CPA. We go down to the numbers.

We work with the AI you already use, whether Claude, ChatGPT or Copilot, remotely with companies anywhere, in English, Spanish or Portuguese.

MISSION

Give every growing company the financial clarity of a world-class finance team, by combining AI with experienced accounting judgment.

VISION

A world where closing the books takes hours, not weeks, and every business decision starts from numbers people trust.

HOW WE KEEP YOUR DATA SAFE
  • Read-only access by default: AI analyzes and proposes, it never posts on its own.
  • Credentials stay on your side; we don't keep copies of your data.
  • Confidentiality agreement signed before we start.

See what your close could look like

Book a free 20-minute call. We'll look at how you close today and tell you honestly whether Closewell is a fit.

Book a call hello@closewellai.com