Coming summer 2026 · Join the early access list

Skip the Saturday Excel grind.

ClosePack turns three QuickBooks CSV exports into a complete month-end close package — WIP schedule, balance summary, P&L summary, and review checklist — in under 30 seconds.

Join early access See how it works

Built for solo CPAs and firms with 1–5 staff. US market.

The problem

QuickBooks doesn't have a native WIP report. You spend Saturdays in Excel.

If you handle month-end close for 5–25 small business clients, you know the routine:

  • →Export Trial Balance from QuickBooks
  • →Export A/R Aging Summary
  • →Export General Ledger
  • →Build a custom WIP spreadsheet by hand (Hours × Rate − Invoiced, per client)
  • →Format everything into a client-ready PDF
  • →Repeat 8 times. Lose your weekend.

4–12 hours per client. Every month. Forever.

How it works

Upload three CSVs. Get a complete close package.

No QuickBooks integration to set up. No subscription to other people's apps. Just upload, review, download.

1

Upload

Drag three CSV exports from QuickBooks: Trial Balance, A/R Aging, General Ledger. Standard exports, three clicks each.

2

Calculate

ClosePack computes the WIP schedule using the standard T&M formula (Earned − Invoiced), aggregated by client and project. Documented, deterministic, no AI guessing.

3

Download

Get a PDF and Excel close package: balance summary, P&L, account balances, WIP schedule, and a manual review checklist. Under 30 seconds end to end.

What's in the package

Everything you'd hand-build in Excel.

✓
WIP schedule (the missing report)
Per client, per project. Status flags: unbilled, overbilled, on track.
✓
Balance sheet summary
Pulled from Trial Balance, formatted for client delivery.
✓
P&L summary
Revenue, expenses, net income per period.
✓
Account balances
Quick-glance overview of all G/L accounts.
✓
Review checklist
8–12 standard items to manually verify before sending to client.
✓
Two formats: PDF + Excel
PDF for client delivery, Excel for further editing.

Disclaimer: ClosePack is a draft generator. All output must be reviewed and approved by a qualified CPA or accountant before submission to clients or tax authorities. ClosePack is not a substitute for professional accounting judgment.

Pricing

Per firm. Not per user, not per client.

Pick the model that fits how you work. Cancel anytime.

Most popular
Monthly
$29 / month per firm
  • ✓ Unlimited closes per month
  • ✓ Unlimited clients (no per-client fees)
  • ✓ PDF + Excel exports
  • ✓ Email support
  • ✓ Cancel anytime
Get early access
One-time
$99 / year per firm
  • ✓ Same features as Monthly
  • ✓ Pay once, use for 12 months
  • ✓ No subscription, no auto-renewal
  • ✓ Save 71% vs monthly billing
Get early access
FAQ

Common questions

Does ClosePack replace my accounting software?

No. ClosePack reads exports from QuickBooks Online and produces a close package. Your bookkeeping still happens in QuickBooks. ClosePack just automates the Excel work that comes after.

Will it work with Xero?

Xero CSV support is on the roadmap for v2. The MVP focuses on QuickBooks Online (90% of our target customers).

Where is my client data stored?

Files are processed and deleted within 24 hours of upload. We never permanently store client financial data — only your account information (email, subscription status) is retained.

Is the output ready to submit to clients?

ClosePack generates a draft. Like any automated tool, you should review it before delivery. Every output is marked "Draft — must be reviewed by CPA before submission" in the footer. The included checklist helps you verify quickly.

When does ClosePack launch?

Summer 2026. Sign up for early access and you'll be among the first to try it. Early users get a discounted lifetime price.

Get early access.

Drop your email and we'll notify you the day ClosePack goes live. Early users get 50% off for the first year.

No spam. Unsubscribe anytime. We'll only email you about ClosePack launch updates.