The Finance Lead runs the monthly close as a checklist with business-day due dates, where every period needs a preparer, a reviewer and evidence attached before it can sign off.

Team is $39 per month for up to 8 members, with close templates and segregation of duties built into the review step.
Plus is $79 with no member limit and adds a read-only MCP server for Claude Code and Cursor, plus workspace-scoped API tokens stored as hashes.
Monthly and quarterly cadences share one activity trail that records every submission and decision.

Evidence can be a link or a text note, and the whole close is queryable from an AI assistant on the Plus plan.