What ClosePilot delivers
A close execution layer that sits on top of your existing accounting stack.
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.
ClosePilot Core
- Close workspace per period
- Task templates + ownership + due dates
- Evidence request forms + uploads
- Basic audit log
ClosePilot Co-worker
- Automated reminders (Slack/email drafts)
- Doc labeling + filing
- Draft variance notes from structured inputs
- Exception inbox when uncertain
ClosePilot Audit Pack
- One-click export with folder tree + index
- Immutable action timeline
- Auditor-ready package structure
What we do not do
- We do not replace your ERP or accounting system.
- We do not post journal entries without explicit approval.
- We do not email external parties unless permitted by policy.
- We do not train public models on your data.
Pilot deliverables
- 2 integrations + 1 CSV import path
- One close period configured end-to-end
- Weekly KPI report: days-to-close, evidence aging, exceptions
- Before/after workflow map