Accounting workflow platform
Your close process, finally under control
Close Controller gives accounting teams structured recurring workflows — templates, periods, rollforward, imports, and audit trail — built for how close work actually runs.
30-day free trial · No credit card required
Today's view
Blocked
6
Waiting on client
12
Open periods
18
March 2026 Close
North Ridge Holdings
Audit Support Tracker
Crestline Manufacturing
Tax Filing Package
Summit Retail Group
The problem
Most accounting teams run recurring work in spreadsheets and hope nothing slips
Scattered spreadsheets
Close checklists live in personal Google Sheets or emailed Excel files. No one knows what the current version is.
No period history
Last month's close is gone. You start from scratch every cycle, copy-pasting into a new tab.
Unclear ownership
Tasks float without owners. The manager ends up following up manually on every open item.
How it works
A workflow operating system for recurring accounting operations
Engagements that drive close cycles
Attach a workflow to each client as an engagement — Month-End Close, Audit Prep, Quarter-End. Each engagement generates periods and tasks automatically.
Client-by-client visibility
See blocked tasks, waiting-on-client items, and open periods across every client engagement from one view.
Import from your spreadsheets
Bring in existing close schedules and PBC lists, map columns once, and reuse that mapping across recurring exports.
Audit trail built in
Every status change, comment, and signoff is timestamped. Nothing gets quietly edited without a record.
Rollforward in seconds
Carry incomplete tasks and notes into the next period automatically. Rollforward rules let you control exactly what carries and what regenerates fresh.
Structured for accounting teams
Not a repurposed project manager. Built around the vocabulary and cadence of real close work.
Ready to run a structured close?
Set up your first client and template in under 15 minutes. No spreadsheet migration required to start.
30-day free trial · No credit card required
Why Close Controller
Built for close work, not adapted from it
| Feature | Close Controller | Generic tools |
|---|---|---|
| Built for accounting workflows | ✓ | — |
| Client → Engagement → Period → Task hierarchy | ✓ | — |
| Rollforward with configurable rollforward rules | ✓ | — |
| PBC request tracking | ✓ | — |
| Reusable template library with engagement types | ✓ | — |
| CSV/XLSX import with mapping presets | ✓ | — |
| Task management | ✓ | ✓ |
| Due dates and ownership | ✓ | ✓ |
Pricing
Simple, seat-based pricing
Start free for 30 days. Beta pricing — locked in for 12 months from billing activation.
Growth
billed annually · no seat minimum
Scale
billed annually · 3-seat minimum
30-day free trial · No credit card required
FAQ
Common questions
Who is Close Controller for?
Controllers, outsourced accounting firms, and accounting operations teams who manage recurring close, audit, tax, and compliance workflows across multiple clients or entities.
Is there a free trial?
Yes. You get 30 days free with full access — no credit card required to start.
Can I import my existing close checklists?
Yes. Close Controller supports CSV and XLSX import with column mapping, validation, and reusable mapping presets so you don't have to re-map every month.
Is there a demo I can watch?
The best way to see the product is to start your free trial — you'll be walked through setup on day one. Prefer to explore first? The FAQ and Support pages cover the core workflows in detail.
Start your free trial today
30 days free. No credit card. Full access to every feature from day one.
30-day free trial · No credit card required