Simple pricing for firms that chase close answers every month.
CloseChase is framed as a monthly SaaS for bookkeeping firms, priced by active close batches. These packages are monetization proof for the Preview workflow and future product direction; billing is not active in this build.
Starter
For a solo bookkeeper proving a structured client-chase workflow.
$49/month
Up to 10 active close batches/month
Pricing is illustrative until billing is implemented.
- CSV import and close-note export
- Token-based client portal links
- Review queue for client answers
- DynamoDB-backed persistence
Firm
For small bookkeeping teams handling recurring monthly close requests.
$149/month
Up to 40 active close batches/month
Pricing is illustrative until billing is implemented.
- Everything in Starter
- More active client close batches
- Batch-level response tracking
- Export-ready workpaper summaries
Practice
For a growing practice that wants one place to manage close follow-up.
$349/month
Up to 120 active close batches/month
Pricing is illustrative until billing is implemented.
- Everything in Firm
- Higher monthly batch volume
- Practice-level packaging direction
- Priority onboarding planned
What is available today
The current product is a working narrow close-chase loop, not a full accounting suite. The boundaries below are intentional so firms and judges can evaluate the current build honestly.
| Capability | Status |
|---|---|
| CSV import/export | Supported for transaction lists and close-note exports. |
| Client portal links | Supported as public token-based links for recipients. |
| Review workflow | Supported for approving answers or asking follow-up. |
| Persistence | DynamoDB-backed persistence is used in the hosted Preview workflow. |
| Operator access | Temporary shared-key containment, not full user or team authentication. |
Planned before real onboarding
These items are product direction, not live capabilities. They are listed to show the commercial path without overstating the current build.
| Planned area | Boundary |
|---|---|
| Billing | Future work; this page does not collect payment information. |
| Full auth and teams | Future work before real customer onboarding. |
| Tenant permissions | Future work; production-grade tenant isolation is not claimed. |
| Production receipt storage | Future work; receipt storage is Preview-only today. |
| Email delivery | Future work for automated request sending and reminders. |
No checkout in this build
The pricing page is packaging and positioning only. It does not create subscriptions, collect card details, enforce usage, or route visitors into payment setup.
Containment caveat
Operator access uses temporary shared-key containment. Client portal pages remain public to anyone with the recipient link. Full auth, team roles, and tenant permissions remain future work.