From messy spreadsheets to a controlled close
Closegrove is the close management layer that sits on top of your ERP. It handles the workflow your ERP doesn't: task assignment, reconciliation tracking, accrual scheduling, and audit-ready documentation — without replacing a single GL transaction.
typical for Closegrove teams
Connect & sync your GL accounts
Closegrove connects directly to your general ledger via a secure read-only integration. No middleware, no CSV exports, no IT ticket required.
- Supported ERPs: NetSuite, QuickBooks Online, Sage Intacct, Xero, Microsoft Dynamics 365
- Credentials stay in your environment — we use OAuth 2.0 for all connections
- Account mapping takes 15–30 minutes for most chart-of-accounts structures
Build your close checklist from templates or scratch
Start with our controller-vetted close template, or import your existing process. Every task gets an owner, a due date, and an escalation path.
- Pre-built templates for standard close categories: reconciliations, accruals, JE postings, flux analysis
- Dependency chains: task B only unlocks when task A is signed off
- Role-based visibility: staff accountants see their tasks; controllers see everything
Assign tasks, set deadlines, track progress in real time
The close dashboard gives every stakeholder a live view of where the month stands. Blockers surface immediately instead of at the 4pm status meeting on Day 8.
- Automatic deadline reminders via email — no more calendar-chasing
- Variance alerts trigger when reconciliation balances are outside tolerance
- Accrual scheduler runs automatically based on your configured schedule
Export a complete, auditor-ready close package
When the controller signs off, Closegrove generates the full binder: signed checklist, reconciliation workpapers, supporting schedules, JE posting confirmations, and an immutable change log. Your auditors get a documented close, not a folder of files.
- PDF and Excel export formats — formatted for auditor PBC list response
- Immutable event log: who changed what, when — supports preparer/reviewer separation documentation
- Controller sign-off captured with timestamp — management close vs. financial close clearly marked
Compress your close cycle
A Closegrove-managed close typically runs 4–6 days. Here's what a 5-day cycle looks like.
Built for finance team data
Your close data includes GL balances, accrual amounts, and reconciliation workpapers. Closegrove is designed with the controls your IT security review and external auditors will ask about.
Designed with SOC 2 controls in mind
Security, availability, and confidentiality controls follow SOC 2 framework principles. Formal certification is on our roadmap.
Encryption in transit and at rest
TLS 1.3 for all connections. AES-256 for stored data. ERP credentials never stored — OAuth 2.0 tokens only.
Role-based access — preparer vs. reviewer
Controller sees all tasks and can sign off. Staff accountants see their assigned tasks. External reviewers see the close package only. Access levels match how a controlled close actually works.
Immutable audit log
Every change is logged: who modified which task, which reconciliation balance, which accrual amount — with timestamp and session context. Supports preparer/reviewer separation documentation.
Run your next close in Closegrove
14-day free trial. Full Professional tier access — ERP sync, accrual scheduler, close checklist, audit export. No credit card, no sales call, no professional services required.