CoController AI is an AI-powered solution designed to streamline the month-end close process for accountants using QuickBooks Online. It acts as an AI coworker, with a team of agents that prepare entries within QuickBooks Online, allowing users to review and approve before anything is posted. The platform offers a free tier for one client, making it accessible for initial use.

• AI-Powered Close Center: Automates repetitive tasks such as bank reconciliation, fixed asset depreciation, prepaid amortization, and AP bill coding.
• Review and Approval Workflow: Ensures that no entries are posted to QuickBooks Online without explicit user approval, maintaining control and accuracy.
• Key Features: Includes a Close Command Center for multi-client management, AI-driven transaction categorization with confidence scores and explanations, a Reconciliation Suite with rollforward proof and statement matching, Flux Analysis for P&L variance explanations, and automated Workpaper Package exports.
• Client Collaboration: Features automated requests and polite chasing for missing receipts and bills, with reminders sent at set intervals.
• Free Tools: Offers a free bank statement converter (PDF to QBO-ready CSV or .QBO), a sales tax nexus tracker, W-9 request functionality, 1099 readiness checks, payout explainers, cash flow forecasts, and bookkeeping pricing calculators.
• Integration: Works seamlessly with QuickBooks Online and CSV imports.
• Pricing: Offers a Starter plan free for one client, a Basic plan for up to 4 companies at $149/month, and an Advanced plan for growing firms.