What's the difference between month-end close software and practice management software?

Practice management platforms (like Financial Cents) run your whole firm: workflows, client communication, billing, team assignments. Month-end close software is narrower: it focuses on the recurring job of categorizing transactions, resolving open questions, and signing off the month. Clerai is the narrower category, priced accordingly.

Does Clerai include client chasing, or is that a separate add-on?

It's included on every plan: no-login magic links for missing information, plus separate automated chasing for your client's own overdue customer invoices. Neither is gated behind a higher tier.

Is any of this a good fit for a firm with just 2-3 clients?

That's specifically who Clerai's Solo plan is built for: $39/month for up to 5 clients, no per-user pricing and no firm minimum to absorb.

Month-end close software for bookkeeping firms

This is the real category a solo or small bookkeeping firm actually shops in, not the enterprise consolidation suites. Here's an honest look at three of the tools in it, including where Clerai fits.

Three tools, three pricing models

Clerai — priced by client count

From $39/month for up to 5 clients, month-to-month, no annual contract. Categorization, client chasing, AR/invoice chasing, and the close checklist are included on every tier.

Financial Cents — priced per user

A broader practice-management platform (workflows, client portal, billing) priced per user rather than per client. See the full Financial Cents comparison for tier-by-tier pricing.

Double (Keeper) — priced per client, with a firm minimum

Per-client tiers plus a $200/month firm minimum regardless of client count, built for firms closing 10+ books a month. See the full Double comparison for the math at different client counts.

What actually differs, beyond price

Per-user pricing (Financial Cents) scales with your team, not your client count, an odd fit for a solo operator.
A flat firm minimum (Double) means a small client roster still pays for scale you don't have yet.
Automated chasing of your client's own customers for unpaid invoices, not just chasing your client for missing info, isn't something we've seen bundled into either of these. Clerai includes it as one workflow.

Common questions

See Clerai's plans

Priced by client count, not seats. 14-day free trial, no card needed.

Also see financial close software, for solo bookkeepers and the month-end close checklist.