How bookkeeping close automation works
Follow the seven steps from setting up your workspace to collecting client files, reviewing uploads, and closing the month with less chasing in ClosePinger.
Explore pricing, document collection workflow, core product features.
Create your workspace, invite your team, and add each client with their contact details and close cadence. ClosePinger becomes the system of record for what you need this month, not a spreadsheet buried in Drive.
Step outcome
Open a new period for each client and generate a checklist of required items, including bank statements, cards, payroll, custom line items, and open questions. Due dates and templates carry forward so you are not rebuilding the list from scratch every time.
Step outcome
Share a single secure link by email. Clients land on a branded, lightweight portal: no new password for your firm stack, just upload and answer what you asked for. You stay out of endless reply-all threads.
Step outcome
They drag in PDFs, images, and exports directly against each checklist item. Progress is visible on both sides, so everyone knows what is still missing before the deadline.
Step outcome
Uploads are analyzed to infer document type and confidence, then suggested against the right checklist rows. Your team still approves, but AI reduces misfiles and manual sorting during busy weeks.
Step outcome
Staff work a clear review queue: accept or push back on uploads, thread questions to the client, and mark items complete. When the checklist is green, you close the cycle with a full history of who did what.
Step outcome
Configure reminder sequences around due dates and missing items. ClosePinger sends the nudges on schedule so you are not the person manually pinging every client the day before close.
Step outcome
Start your free month and invite your first client when you are set up.
Start your free month