CloseReady OS

CloseReady OS is a lightweight intake and monthly close ask kit designed specifically for solo and small bookkeeping practices. It helps eliminate non-billable hours spent chasing bank statements and client documents by providing phased requests, line-item tracking, and automated chase copy. The system integrates with existing workflows using email, Google Drive, and Airtable, with an optional read-only access setup path for QuickBooks Online and Xero when clients can't send documents directly.

The product includes new-client kickoff packs, recurring monthly close ask templates, and item-specific reminder nudges at Day 3, 7, and 10. It comes with standard operating procedures for setting up read-only bank access when clients prefer the pull method over chasing. CloseReady OS is currently in early access waitlist mode, with planned pricing at $39 one-time or $12 per month.

The product is built for freelance and 1-3 person bookkeeping practices looking to streamline their close process without adopting a full portal SaaS solution.