Product
Execution modules that handle the messy middle of the close.
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.
Tools orbit. ClosePilot orchestrates.
ClosePilot coordinates long-running close workflows across systems, with policy gates and an audit trail.
Orchestrator
Close Workspace
Period-based workspace with template-driven tasks.
Evidence Engine
Requests, reminders, and document indexing.
Reconciliation Prep
Deterministic matching and exception routing.
Narrative Builder
Variance drafts with approvals and context.
Audit Trail
Immutable timeline with evidence links.
Policy Gates
Approvals for external actions and final exports.
Designed for accuracy
LLMs draft and summarize. Deterministic checks validate. Humans approve sensitive actions.
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.