WrapClose turns four QuickBooks Online exports into a complete, GAAP-compliant month-end close package — Balance Sheet, Income Statement, A/R Aging, Unbilled Revenue Schedule, and Review Checklist — in under a minute.
Built for solo CPAs and bookkeeping firms with 1–5 staff. US market. See how it works ↓
If you handle month-end close for 5–25 small business clients, you know the routine:
4–12 hours per client. Every month. Forever.
No QuickBooks integration to set up. No subscription to other people's apps. Just upload, review, download.
Drag four exports from QuickBooks Online: Trial Balance, A/R Aging Summary, General Ledger, and Time Activities by Customer Detail. Standard exports, three clicks each.
WrapClose computes the Unbilled Revenue schedule using the standard T&M formula (Earned − Invoiced), aggregated by client and project. Documented, deterministic, no AI guessing.
Get a PDF and Excel close package: classified Balance Sheet, multi-step Income Statement, A/R Aging, Unbilled Revenue, and a 12-item manual review checklist. Under a minute, end to end.
Disclaimer: WrapClose is a draft generator. All output must be reviewed and approved by a qualified CPA or accountant before submission to clients or tax authorities. WrapClose is not a substitute for professional accounting judgment.
All plans include unlimited monthly closes per client. Annual saves roughly 17%. Cancel anytime.
For a solo CPA running a handful of clients.
Checkout opens after a quick email. We're setting up early-customer accounts manually until self-serve billing goes live.
For a small firm with a growing client book.
Checkout opens after a quick email. We're setting up early-customer accounts manually until self-serve billing goes live.
For established firms with a heavier client load.
Checkout opens after a quick email. We're setting up early-customer accounts manually until self-serve billing goes live.
No. WrapClose reads exports from QuickBooks Online and produces a close package. Your bookkeeping still happens in QuickBooks. WrapClose just automates the Excel work that comes after.
Xero CSV support is on the roadmap for v2. The MVP focuses on QuickBooks Online (90% of our target customers).
Files are processed and deleted within 24 hours of upload. We never permanently store client financial data — only your account information (email, subscription status) is retained.
WrapClose generates a draft. Like any automated tool, you should review it before delivery. Every output is marked "DRAFT — must be reviewed by CPA before submission" in the footer. The included checklist helps you verify quickly.
Yes — WrapClose is live and ready to use today. Every purchase is backed by a 14-day money-back guarantee. If it doesn't fit how you work, we refund you in full, no questions asked.
Create an account in 30 seconds and run your first close. 14-day money-back guarantee on every plan.
No setup fees. No credit card required to create an account.