Manual VAT checks
Box-by-box review done by hand on every return.
ClosePilot for accounting firms
Review VAT returns, month-end files and workpapers before the pressure lands.
ClosePilot combines deterministic review rules with AI-assisted findings so teams can catch exceptions, document the evidence and produce a clean review pack without rebuilding the same checks every period.
Early access is open for selected UK accounting and finance teams.
- Review areas
- 3
- Exports
- 4
- Workflow
- Sign-off
Designed for review teams that need speed, consistency and evidence.
- ✓ Rules-based checks
- ✓ AI-assisted findings
- ✓ Reviewer sign-off
- ✓ Exportable evidence packs
Common Review Challenges
The review work that quietly drains your team.
Inconsistent reviews
Outcomes vary by reviewer and by client.
Time-consuming workpapers
Hours spent assembling documentation packs.
Missing or fragmented evidence
Gaps and scattered documents that surface late, during audit.
Pressure during month-end close
Pressure peaks exactly when accuracy matters most.
How ClosePilot Works
From raw data to a signed-off review.
Upload
Upload transactions, trial balances, and supporting schedules.
Review
The rules engine and AI review identify exceptions and anomalies.
Evidence
Generate supporting evidence and audit-ready workpapers.
Sign Off
Produce consistent review documentation.
Core Modules
Three connected modules for the full review cycle.
VAT Assurance
- • Box 1–9 validation
- • Reverse charge checks
- • VAT control reconciliation
Financial Close Reviews
- • Variance analysis
- • Balance sheet reviews
- • Exception detection
Audit Workpapers
- • Supporting evidence
- • Review notes
- • Documentation packs
Review Controls
Give every reviewer the same standard to work from.
ClosePilot is built around a repeatable review workflow: rules run first, AI assists with interpretation, and the reviewer keeps ownership of sign-off.
Rules
Consistent checks
Run the same VAT, ledger and close-review checks across each client file.
AI review
Clear findings
Summarise anomalies, likely causes and the evidence needed for review.
Evidence
Workpaper support
Keep notes, exceptions and supporting context together for the reviewer.
Sign-off
Exportable packs
Produce review packs for internal review, client discussion or audit support.
Inside ClosePilot
See where your team will be working.
Real screens from the ClosePilot Assurance workspace — from overview to sign-off and export.
Overview
Overview
Finance health, audit readiness, and review confidence at a glance.
Finance Review
Finance Review
Every ledger and balance, with sign-off controls.
VAT Assurance
VAT Assurance
HMRC VAT return review, exceptions, and reconciliation.
Findings
Findings
Review, evidence, approval, and sign-off lifecycle.
Assurance Engine
Assurance Engine
The rules and AI confidence behind every finding.
Review Pack
Review Pack
Export an audit-ready pack: PDF, Word, CSV, and JSON.
Screens from the ClosePilot demo workspace. Full walkthrough available on request.
Why Firms Use ClosePilot
Built to fit the way your firm already works.
Reduce Manual Review Time
Automate repetitive checks so reviewers focus on judgement.
Improve Consistency
Apply the same standard across every reviewer and client.
Enhance Audit Readiness
Keep supporting evidence organised and audit-ready.
Support Existing Workflows
Works alongside your current tools and processes.
Who Is ClosePilot For?
Made for the teams responsible for review quality.
Accounting Firms
Improve consistency across engagements.
VAT Specialists
Validate returns and supporting schedules.
Audit & Assurance Teams
Generate audit-ready workpapers.
Finance Teams
Support month-end and financial reviews.
Built by finance professionals
Built by finance professionals who run these reviews.
ClosePilot was created by accountants and finance professionals who understand the pressures of month-end reviews, VAT assurance, and audit preparation.
Early Access Programme
Join the ClosePilot Early Access Programme
We're working with a limited number of firms to help shape the future of AI-assisted accounting reviews.
- ✓ Opportunity to influence product development
- ✓ Direct access to the founder
- ✓ Hands-on onboarding support