Automate bank reconciliation and month-end close.
Built for fintech platforms, not finance teams directly.
Close workflows & bank reconciliation. Your users get reconciliation software built right into your product, handling workflows end-to-end in minutes.
Built for how FinTech teams actually work.
The numbers
that move.
Real results across FinTech tenants. Measured after rollout, not projected. The expert does the work, and the numbers follow.
close speed
median, post-rollout quarter
variance resolution
vs prior 90 days
auto-matched bank lines
weekly average
Three workflows,
handled end-to-end.
Each one runs the whole job for your user, the best-practice way. You add it once, and the testing and upkeep are handled for you.
Bank reconciliation.
The agent matches bank lines to ledger entries automatically, and sends only the unclear ones to your controller, with the likely match and its source already attached.
Month-end close.
The agent runs the close calendar, picking up where each person left off and always surfacing the next thing that's actually blocking, not just the next line on a list.
Variance review.
The agent explains each variance using prior periods and the ledger trail, and drafts the write-up in the words your CFO actually wants to read.
Inside
closebook.so.
Looks like part of your app, understands the screen, and takes action.
- /Works on the current screen
- /Makes the change for the user
- /Suggests the next step
- /Replies in real time
live preview . closebook.so . fintech vertical
Other verticals
we cover.
Wherever your users do real, multi-step work, the expert does it with them. Live in these verticals today, with more on the way.
Make FinTech
10× smarter.
Bring your most valuable workflow. We'll run it live, right on the call. We put the expert to work in a sandbox of closebook.so.