ClosePilot
Month-end close management for bookkeeping firms.
Runs the month-end close across every client from one place: connect the books, review and reclassify transactions with AI suggestions, track checklists and send clients questions.
- Commits
- 26
→Templated close checklists with deadlines
→AI-suggested categories with bulk approve
→Client question tracking and ledger write-back
Two ways to read it
In plain English
Runs the month-end close across every client from one place: connect the books, review and reclassify transactions with AI suggestions, track checklists and send clients questions.
For engineers
TypeScript + React/Vite + Node against the QuickBooks Online API, Docker-ready.
What it does.
- Templated close checklists with deadlines
- AI-suggested categories with bulk approve
- Client question tracking and ledger write-back
Built with
- TypeScript
- React
- Vite
- Node
- QuickBooks Online API
Status: In progress · started April 2026 · private repository
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