Close the month where the books live.
Open any client's month-end close and see exactly what is left before you can lock the month. Categorize, review, reconcile, and close in one ledger.
Close one client's month
Click each step. The screen moves when you do, and waits for you.
A checklist that ticks itself
Each step reflects live state and ticks as the work lands: transactions in, statements on file, categorize and match, review exceptions, reconcile, lock. You never mark a step done by hand, and the one to work next sits on top. Every client close reads the same, so switching clients does not mean relearning a file.
- Live state on every step
- Resolve next, always on top
Exceptions first
The close waits on the few lines that need a person. Growthy holds them in one review list with the category it would pick and how sure it is, so you clear 3 lines instead of rereading 41. Approve them and the checklist ticks forward on its own. The P&L, Balance Sheet, and Trial Balance agree once they are done, and every report exports to CSV.
- Held lines in one list
- Reports that agree
Close the period, reopen with a record
The Close period button stays off until every account is reconciled and sealed and the exceptions are cleared, and it says which of those is still missing. Once you close, the month is read-only, so a late edit cannot move numbers you already sent to the client. If something does need to change, you can reopen the period, and Growthy records who reopened it and why. That record stays with the month.
- Says what blocks the close
- Reopen with a reason on record
Tie out to $0.00Beta
Statement balance on one side, books on the other. Each match ticks off and the difference counts down until it reads $0.00, then you finish the reconciliation and the account is ready to seal for the period. Reconcile is in beta, and every statement line stays on screen, nothing dropped silently.
- Every statement line shown
- Reason and confidence on each match
The numbers we publish
A close is only as fast as the review in front of it, so these are the numbers behind the review.
85% accurate on first import.
Routine lines get coded. The rest wait in the review queue with a reason and a confidence score, so you know where to look first and why.
QuickBooks suggestions: ~50%.
That is where most bookkeepers start. The suggestions land about half the time, so every line still gets a look, and a busy month means a long morning in the feed.
The 15-25 clients ceiling.
Most solo bookkeepers stop taking new clients somewhere in that range because the feeds eat the week. One review pass per client is what moves it.
Founding pricing: Solo is $39/month for 1 company, plus $35/month for companies 2–4. Practice is $149/month for 5 companies, plus $29/month for companies 6–24.
Get started with GrowthyWho runs it
The bookkeeper stays the reviewer. Growthy handles the routine coding and holds the judgment calls for you, whether you run one client or thirty. Nothing posts without your approval.
Bookkeeper, 10-30 QuickBooks Online clients
Close each client in one place instead of tying out in a second system and copying the result back.
Firm, 2-50 staff
Every client close reads the same, whoever on the team opens it, so a handoff mid-month does not lose the thread.
Solo, just starting out
A checklist that tells you the next step while the routine is still new, and keeps telling you once it is not.
What it does and does not do
Growthy asks when it is unsure. You review the rest.
Closing makes the month read-only. Reopening it later is possible, and Growthy records who did it and why.
Transfers, loans, and owner draws all look the same to automation. Growthy flags them and asks instead of guessing, because a misfiled loan is a problem you find months later.
If you close books for 20 clients, the cost is not one close. It is twenty rounds of the same tie-out work, in whatever order the statements arrive. Same review queue, same reports, same period comparison for every client.
Growthy works two ways: over QuickBooks as a workflow layer, with no migration, or as the ledger itself. Pick the one that fits where you are now.
Frequently asked questions
Can I reconcile against the statement?
What happens to my QuickBooks books?
Can I close in Growthy and keep QuickBooks?
Can I export the reports?
Can my accountant get in?
Related reading
Close your next month in one place
Founding pricing: Solo is $39/month for 1 company, plus $35/month for companies 2–4. Practice is $149/month for 5 companies, plus $29/month for companies 6–24.
See pricing