How it works
Long-running close workflows with policy gates and audit logs.
How we're different
- Execution over tracking: we do close work, not just manage tasks.
- Inbox and docs automation with long-running follow-ups.
- Audit-first with immutable action logs and evidence links.
Trust rule: AI drafts, humans decide for sensitive outcomes.
Connectors
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Orchestrator
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Policy Engine
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Agent Layer
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Audit Trail
Close OS
Tools orbit. ClosePilot orchestrates.
ClosePilot coordinates long-running close workflows across systems, with policy gates and an audit trail.
ClosePilot
Orchestrator
Orchestrator
EmailInbox
DriveDocs
ERPLedger
BankCSV
SlackNudges
PayrollExport
Example workflow: missing receipt for vendor invoice
- Task created from template.
- Co-worker detects missing evidence signal.
- Drafts reminder email + Slack ping.
- Retries on schedule and escalates if overdue.
- On upload: files document, updates task, logs action.
- Final review and approval gate.
Concepts
Short, buyer-grade explanations of what makes ClosePilot reliable and auditable.
Orchestrator
Long-running workflows with retries and SLAs.
Policy gates
Hard rules + approvals for sensitive actions.
Audit trail
Immutable timeline with evidence links.
Deterministic checks
Numbers and matching validated by rules.
Safe mode
When uncertain, generate a checklist—not an answer.
Audit pack
Export the pack in one click, with receipts.