Create the request
Add bookkeeping questions, receipt requests, coding clarifications, or sign-off items tied to a client and accounting period.
By Balaur Tech · now onboarding early pilot firms
The fastest way to get bookkeeping clients to answer, upload, and approve.
CloseRelay helps bookkeeping and CAS firms collect missing documents, resolve transaction questions, and capture client sign-off in one simple approval workflow built for month-end close.
- Built for bookkeeping and CAS firms
- Client-friendly workflow instead of messy email threads
- Clear audit trail for approvals, reminders, and open blockers
Month-end close
One place for client approvals
Questions and receipts
Track missing documents, coding clarifications, and follow-ups in one place.
Client-friendly approvals
Give clients a cleaner response path than scattered email and chat threads.
Auditable sign-off
Keep reminders, answers, and approvals tied to the accounting decision and close period.
Designed for the firms that feel the month-end chase every single cycle
Bookkeeping Firms
CAS Teams
Solo Bookkeepers
Small Accounting Firms
Multi-Client Close Teams
How it works
Simple enough for clients, structured enough for close work
CloseRelay is built around the real bottleneck in monthly bookkeeping: getting the client to answer questions, send missing support, and approve edge cases fast enough to close on time.
Send one clear approval flow
Instead of scattered messages, send clients a simple, digest-first workflow that is easier to respond to and harder to ignore.
Track blockers to close
See what is still waiting on the client, what was approved, and what is blocking the books from being finalized.
Why firms pay attention
A narrow workflow can beat a broad platform
Focused on one painful job
CloseRelay is not trying to replace your whole practice stack. It focuses on the messy approval and document chase around month-end close.
Better client response experience
Many accounting tools are optimized for internal admins. CloseRelay is designed to improve the experience for the client who actually needs to respond.
Clear accountability
Questions, reminders, responses, and approvals live in one trail so your team knows what happened and when.
Honest early-stage positioning
We are onboarding early pilot firms and refining the workflow with real users, not pretending to be an all-in-one accounting suite.
Why trust us
Professional enough to feel serious, focused enough to feel believable
Built by Balaur Tech
CloseRelay is a workflow product from Balaur Tech focused on one high-friction, recurring problem for bookkeeping and CAS firms: getting clients to respond in time for month-end close.
- Company: Balaur Tech
- Product: CloseRelay
- Audience: bookkeeping and CAS firms
- Stage: early pilot onboarding
Good early-stage signals
- Focused product with a clear use case
- Transparent pilot / early access messaging
- Designed around real month-end workflow pain
- Simple path to book a demo and evaluate fit
Early access
Book a demo
Want to see whether CloseRelay fits your close workflow?
If you manage recurring client follow-up during monthly close, we can walk you through the workflow and discuss pilot access.
FAQ
Answer the obvious questions up front
Is CloseRelay available now?
CloseRelay is currently onboarding a limited number of early pilot firms. The goal is to refine the workflow with real bookkeeping teams before broader rollout.
Who is it for?
CloseRelay is designed for bookkeeping firms, CAS teams, solo bookkeepers, and small accounting firms that need a better way to chase client answers, missing documents, and approvals during month-end close.
How do I get started?
The best next step is to book a demo. We can walk through your current month-end approval process and see whether CloseRelay is a fit for your team.
How much does it cost?
Pricing is being finalized with early pilot firms. If there is a fit, pilot pricing will be discussed during the demo conversation.
Contact
Book a demo
For the first live version, use a direct contact path instead of a fake form. Replace the placeholders below with your real Balaur Tech email or a booking link after upload.
Best next step
Add your real email or calendar booking link here. This is the fastest clean launch setup for an early-stage B2B product page.
Recommended replacement: swap hello@balaurtech.com for your real domain email, or replace the secondary button with a live booking URL.