Set the checklist
Import clients and reuse monthly bank and card requirements.
Less chasing.
More closing.
Collect the right statements, follow up on what’s missing, and give every client a clearer path to month-end.
No credit card required
Built for bookkeepers. Designed for the people they chase.
A simpler path to ready.
Send one simple link
Clients upload statements without creating an account.
Review what matters
Exact matches move forward. Uncertain files come to you.
Confidence comes
from the details.
Institution. Account. Month.
Every statement is checked against what you requested.
Illustrative match
- Institution
- Chase
- Account
- •4421
- Period
- August 2026
Ready for review
Private file access · Expiring client links · Human overrides
A plan for your client list.
One monthly price. Unlimited teammates. A 14-day trial.
Solo
For individual bookkeepers
$29/mo
10 active clients
Start free trial- Document requests
- Statement matching
- Scheduled reminders
Growth
For growing firms
$79/mo
30 active clients
Start free trial- Document requests
- Statement matching
- Scheduled reminders
Firm
For established firms
$149/mo
75 active clients
Start free trial- Document requests
- Statement matching
- Scheduled reminders
Scale
For high-volume firms
$299/mo
200 active clients
Start free trial- Document requests
- Statement matching
- Scheduled reminders
A few good
questions.
Straight answers, less back-and-forth.
Do my clients need an account?
No. Clients receive a signed, expiring link scoped to their requested month. They can upload documents, leave a note, and pause reminders without creating a password.
Does this replace my accounting software?
No. Close Fetch collects the bank and card statements on your checklist. You keep your existing ledger and bookkeeping workflow.
What happens when a match is uncertain?
A bookkeeper reviews it. Close Fetch checks the institution, account last four digits, and statement period before a requirement is satisfied. Non-calendar statement cycles and ambiguous documents remain available for manual review.