Books that close themselves.
FiscalLoop is an AI agent that reads your transactions, invoices, and spreadsheets, then reconciles, flags anomalies, and drafts the monthly close — in hours, not weeks.
Free during early access · No credit card needed
Raw transactions
FiscalLoop's close
Backed by Entrepreneurs First. Building in the open with a small group of early design-partner finance teams.
Month-end shouldn't take three weeks of the month
The transactions are all there. Turning them into a clean close is where the hours go.
Every close starts from a blank sheet
Even when nothing unusual happened, someone still has to line up every account by hand.
Reconciliation eats the calendar
Matching transactions across banks, cards, and invoices takes longer than reviewing the actual numbers.
Anomalies hide until it's too late
A duplicate charge or a miscoded expense often surfaces in the audit, not the close.
Everything you need to close the books, not just track them
One agent to reconcile, flag, and draft — grounded in your own transactions.
Instant reconciliation
Feed it your bank, card, and invoice data and get matched, categorized transactions back in minutes.
Close-ready output
Get a structured monthly close package you can hand straight to your accountant or board.
Source-grounded, not invented
Every figure traces back to an actual transaction — no invented balances, no smoothed-over gaps.
Works with your stack
Connects to QuickBooks, Xero, Stripe, and your bank feeds — nothing re-entered by hand.
Flags anomalies as they happen
Duplicate charges, miscoded expenses, and outliers get surfaced the day they occur, not at audit.
Private by default
Your financial data is never used to train models. Full stop.
From transactions to close in four steps
No spreadsheet macros to maintain, no manual matching.
Connect your accounts
Point FiscalLoop at your bank feeds, cards, and accounting software — no manual export.
It reconciles as transactions land
Every transaction is matched, categorized, and checked against your books automatically.
Get a grounded close package
FiscalLoop drafts a structured close — sourced from your actual transactions.
Review and file
Adjust inline, or export straight to QuickBooks, Xero, or your board deck.
Built for teams where the close is the bottleneck
Wherever the numbers are the easy part and the reconciliation is the hard part.
Startup finance teams
Run a lean monthly close without a growing headcount for every new bank account.
Founders doing their own books
Get investor-ready financials without becoming a part-time bookkeeper.
Fractional CFOs & controllers
Run a clean close across multiple clients without a spreadsheet per client.
*Illustrative — based on early internal testing, not yet independently verified.
Finance teams are already asking for this
A mix of real conversation happening in the industry, and early feedback from design partners.
A perspective on AI agents and how they're reshaping day-to-day work — worth a read.
— Aaron Levie (@levie) via X
"Close used to eat the first week of every month. Now most of it is done before I open my laptop."
Illustrative — design partner feedback
"It caught a duplicate vendor charge on day one that we'd have missed until the audit."
Illustrative — design partner feedback
Be first to try FiscalLoop
We're onboarding a small group of early teams before general availability. Tell us a bit about you.
Mail sent!
Thanks — we'll reach out soon with next steps.
Built by someone who's lived this problem
Building FiscalLoop in stealth. Full founder bio coming soon.
Questions, answered
No. Your transactions and financial data are never used for model training, full stop.
QuickBooks, Xero, Stripe, and major bank feeds today, with more integrations on the way during early access.
FiscalLoop is free during early access. Pricing for general availability hasn't been finalized yet.
We're onboarding a small group of early teams on a rolling basis — join the waitlist above and we'll reach out.
Both — you choose whether FiscalLoop posts entries automatically or hands you a draft to review first.