CloseCore for Slack
CloseCore for Slack helps accounting teams keep month-end close work moving without switching tools. It connects CloseCore's checklist, reconciliation, review note, transaction alert, and close-progress workflows to Slack, so users see time-sensitive accounting work in the workspace they already use.
CloseCore sends selected Slack messages to each connected user, with enough context to understand what changed and links or actions to continue the work.
What the Slack app does
CloseCore sends Slack messages for selected accounting close events. Users choose which notification types go to Slack from their CloseCore Notifications page. Messages are sent to the connected Slack user and don't require inviting the bot into private customer channels.
Slack messages can include task names, review note activity, reconciliation status, transaction alert context, close-progress summaries, and links back to the relevant CloseCore workflow.
How CloseCore works in Slack
After installation, Slack notifications appear from the CloseCore app. Depending on the notification type, users can review task context, see due dates, open the related CloseCore record, or use Slack actions such as Sign off.
Install and configure Slack
Install CloseCore for Slack from the Slack Marketplace, then connect your Slack account in CloseCore.
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Sign in to closecore.com, open the user menu at the top right, and select Notifications.
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On the Notifications page, go to Integrations and click Connect next to Slack.
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Sign in with Slack and approve the CloseCore app. Slack redirects you back to CloseCore's Notifications page.
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In the notification table, enable the Slack checkbox for each notification type you want delivered in Slack.
Slack notification triggers
- Task status change: a checklist item or reconciliation account you follow changes status.
- Reconciliation out of balance: a reconciliation account assigned to you falls out of balance.
- Auto task assignment: an assignment rule assigns a close task to you.
- Review note assignment: a review note is assigned to you.
- Review note added: a followed or assigned task receives a new review note.
- New reply to review note: a review note you created or replied to receives a reply.
- Review note status change: a note you created is completed, closed, or reopened.
- Transaction alerts: CloseCore detects a transaction that matches an alert rule you created.
- Late tasks digest: a daily or weekly summary of past-due tasks assigned to you.
- Due soon digest: a daily or weekly summary of tasks coming due soon.
- Close progress summary: a daily or weekly summary of current-period checklist and reconciliation progress.
- Ready for review digest: a daily or weekly summary of tasks ready for your review and sign-off.
- Daily due reminders: a daily reminder for incomplete tasks due that day.
- Task dependency unblocked: a task becomes ready to work on after its dependency is completed.
Disconnect from Slack
Go to your notification settings. Under Integrations, hover over Slack, click the disconnect icon, and confirm Disconnect in the popup.
After disconnecting, CloseCore revokes Slack access and no longer sends Slack notifications for that user.
Data and privacy
When a user connects Slack, CloseCore stores the Slack workspace information, connected Slack user ID, and Slack access token needed to send the messages that user selected. CloseCore uses this data to deliver Slack notifications, manage the connection, and disconnect the integration when requested. See our Privacy Policy.
Support
For help installing, configuring, or using CloseCore for Slack, email support@closecore.com, or use the chat bubble in the bottom-right corner of the CloseCore website. CloseCore support responds to Slack app support requests within one business day.