Invitrex

The Close Test

Send us one client's last month. Get it back closed in 72 hours.

Free. No contract, no card. You get the closed month, the Review Pack and a Time-Back Report showing the hours you'd save across your whole book.

Start my Close Test

How the test works

  1. 01

    Fill in the 60-second form

  2. 02

    Upload last month's statements and give read-only access. We send you a secure link.

  3. 03

    Get the closed month, Review Pack and Time-Back Report in 72 hours.

What you get back

Example data. Every client's pack follows this format.
Review PackSample client1 entity, 3 accountsClosed business day 4Reviewer check passed

What changed

  • Revenue up 8% on last month, driven by two large invoices.
  • Payroll flat.
  • New recurring vendor: software subscription, $149 a month.

What we flagged and why

  • A $2,400 transfer between accounts has no matching entry on the other side. Needs the client to confirm.
  • Meals spend is 3x the monthly average. Possible personal charges.
  • Sales tax payable is $63 off the last filed return.

Open questions for your client

  1. Is the $2,400 transfer an owner loan?
  2. Receipt needed for the $612 equipment purchase on the 14th.
  3. Is the new software vendor a business expense?

Time-Back Report

A short report built from your test file, so you can see the math before you decide.

  • Hours per file today, based on what you tell us about your current process
  • Projected hours per file with the Day-5 Close
  • Hours freed across your whole book of monthly clients

Start your Close Test

Built on our own automation. Checked by people. Under your name.

Onboard by December 15 to be set up before tax season.

How many clients do you do monthly bookkeeping for?
Main software

If you go ahead after the test, every month is covered:

  • Closed by business day 5, or that client's month is free. If a client hasn't sent something, we flag it in the Review Pack so you know exactly what's missing.
  • If your reviewer finds our error, it's fixed in 24 hours and that month is free. Every file is checked twice before it reaches you.
  • Not getting time back after 30 days? Month one is refunded in full. And you keep all the work.

FAQ

Before you send a file.

Yes. There's no contract and we don't ask for a card. We close one client's month, send back the Review Pack and a Time-Back Report, and you keep all of it whether you go ahead or not.

Last month's bank and credit card statements for one client, plus read-only access to that client's ledger. If you have last month's reconciliation report or notes on odd transactions, send those too. We email a secure upload link after you fill in the form.

Access is read-only wherever the software allows, limited to the one file we work on, and removed when the test is done. We sign your NDA and data processing agreement before we start. Full details are on our security page.

We walk you through the closed month in a 15-minute call if you want one. If you like what you see, pick the clients to start with and your first files go live within 5 business days. If not, you keep the work and that's the end of it.