Close the books in a day. Not three weeks.

CoController AI is the AI controller for accountants — review, categorize, reconcile, and close every QuickBooks Online client from one command center.

Free to start · No credit card · Works with QuickBooks Online & CSV

Close Center — September 20263 clients · 2 ready to close
ClientProgressUncategorizedBank recsStatus
Harbor Coffee Roasters9 / 100MatchedReady to close
Northwind Studio7 / 103MatchedIn review
Brightline Dental4 / 1011PendingNot started
21 → 1days to close, on average
10xfaster transaction review
$100flat per client / month
The product

Everything a controller does at month-end, in one place

Pilot outsources your books to strangers for 3 weeks. FloQast ignores QuickBooks entirely. CoController AI gives you — the accountant — superpowers on the ledger you already use.

☑

Close Command Center

Every client, every period, one checklist. Live auto-status: bank recs done, uncategorized cleared, statements matched. Know exactly what's blocking each close.

⚡

Review & Categorize

AI suggests the right account head for every bank transaction with confidence scores and plain-English reasons. Approve one by one or batch-post verified rows.

🔗

Reconciliation Suite

Rollforward proof, statement matching, and exact auto-match against independent bank statements. Math that's provably correct — never fudged.

📈

Flux Analysis

P&L vs. prior month with AI-written variance explanations. Catch miscodings and surprises before your client does.

📁

Workpaper Package

One click exports the whole close — checklist, reconciliations, journal entries, supporting docs. Review-ready and audit-ready.

🤝

Client Collaboration

Missing receipts and bills get requested automatically, chased politely, and logged. No more month-end document hunts.

How it works

From messy feed to closed books in three steps

1

Connect

Link QuickBooks Online in one click, or drop in a bank CSV. Your chart of accounts, history, and prior periods come with it.

2

Review

Work one smart queue: categorized suggestions, one-click posting, statement matching. Nothing posts without your approval.

3

Close

Checklist turns green, flux is explained, workpapers export. Lock the period and move on to the next client.

Why CoController

Built for accountants. Priced for firms.

CoController AIPilotFloQast / BlackLine
Time to close~1 day15–21 days5–10 days
Pricing$100 / client flat$169+/mo + QBO + onboarding$30k–$500k / year
Built forAccountants on QuickBooksStartups outsourcing booksEnterprise on NetSuite
Real-time visibilityYesNoPartial
Accountant stays in controlYes — approval-basedBlack-box serviceYes
Works when bank sync breaksCSV fallbackWait for support—
Pricing

Flat per client. No surprises.

Unlike services that bill more as you grow, our price stays flat. One client free forever.

Starter

$0 / forever

For trying it on one client.

  • 1 client
  • Review & Categorize
  • CSV import
  • Close checklist
Start free

Scale

Custom

For firms with 100+ clients.

  • Everything in Firm
  • Multi-entity close
  • SSO & audit API
  • Dedicated success manager
Talk to us
FAQ

Questions accountants ask

Does CoController replace QuickBooks?

No. It sits on top of QuickBooks Online (or Xero) as the controller layer — review, reconcile, close. Your ledger stays the system of record.

Is my clients' financial data safe?

Yes. The app is read-first: nothing is ever posted to a ledger without your explicit approval. Every suggestion shows a preview, every action is written to an audit log, and client data is strictly isolated per client.

What if the bank sync breaks?

Upload the bank statement or QBO export as CSV and keep working. The reconciler and review queue run fully on files — you'll never be blocked waiting on a feed.

How is this different from Pilot?

Pilot is an outsourced bookkeeping service: strangers do your books in 15–21 days for $169+/month. CoController is software that makes you 10x faster, closes in about a day, and costs a flat $100 per client.

Do I need to be an accountant to use it?

It's designed for accountants, bookkeepers, and fractional controllers. Business owners are welcome too — the explanations are written in plain English, not jargon.

Your next close could take one day.

Join the accountants closing faster with CoController AI.

Start free — 1 client