Month-end client packs in minutes, not hours.
ClosePack turns a QuickBooks or Xero export into a branded PDF your clients will actually read — KPIs, trends, and plain-English commentary — without assembling another spreadsheet deck.
1. Upload the export
Drop a P&L / balance sheet CSV or Excel from QuickBooks Online or Xero. Live sync comes later.
2. Add your brand
Logo, colors, and a short firm intro once. Every pack looks like it came from you.
3. Edit, then send
Draft KPIs and commentary you own — edit the narrative before the PDF goes to the client.
Sample pack
Harbor Bike Co — August 2026
Demo client pack: KPI snapshot with month-over-month changes, draft commentary (yours to edit), income and expense detail, and client-call questions. Built from a simplified P&L export.
Who this is for
- Independent bookkeepers and tiny firms with ~10–40 monthly clients
- People who outgrew copy-paste Excel packs but do not need a full forecasting suite
- Anyone paying per-company reporting tools that get expensive as the client list grows
Fathom Starter is about A$59 per company / month at the entry tier. ClosePack is a flat $79/mo for up to 25 packs — built for the recurring narrative job, not deep BI.
Founding plan
$79 / month
- Up to 25 client packs / month
- Branded PDF export
- AI commentary you can edit before send
- CSV / Excel upload (QBO & Xero layouts)
Not trying to be
- A full Fathom / Spotlight replacement
- Cash-flow forecasting or consolidations (yet)
- Another generic “AI for accountants” chat box
Join the waitlist
Tell us how you close month-end today. We are onboarding a small group of bookkeepers for paid pilots.