United States verdict (TL;DR)
Verified 2026-05-18US financial close splits cleanly in 2026. Modern close orchestration: FloQast is the category leader at Series B through public-company accounting teams, with AI-first feature velocity (FloQast Lens) and the strongest accountant-built UX. Numeric is the fastest-growing 2024-2026, targeting venture-backed companies wanting AI close-prep agents without FloQast's price. Enterprise close + reconciliation: BlackLine leads at $1B+ revenue enterprises with deep SAP partnerships and the largest enterprise reconciliation installed base. Trintech Cadency is the main BlackLine alternative at enterprise scope. SEC reporting: Workiva is the clear winner for public-company close + XBRL + ESG reporting; it is the tool public-company CFO and investor-relations teams reach for first. Consolidation-led close: OneStream (post-July 2024 IPO) combines close + consolidation + FP&A. CCH Tagetik (Wolters Kluwer) and Prophix serve the mid-market CPM buyer wanting close + planning combined. Adra by Trintech serves mid-market with lighter Trintech ecosystem. CaseWare serves accounting firms and their clients. SOX 404 and SEC reporting compliance is the defining requirement for US public-company close software selection.
Picks for United States
- US modern accounting close (Series B through public company): floqast Modern close orchestration leader built by ex-Big-4 accountants. Strongest accounting-team UX. FloQast Lens AI cuts close from 10 days to 5. Default for US tech mid-market through mid-enterprise.
- US enterprise close + reconciliation ($1B+ revenue, SAP-anchored): blackline Enterprise close and reconciliation market leader with 4,400+ customers and the deepest SAP S/4HANA partnership. Strongest for US $1B+ enterprises with complex multi-entity reconciliation and intercompany.
- US public-company SEC + XBRL + ESG reporting: workiva-close Default for US public companies requiring SOX-audit-trail-deep close + SEC XBRL filing + ESG/CSRD disclosure. The CFO and IR team tool of choice at US public companies.
- US enterprise wanting BlackLine alternative (Cadency): trintech Mature enterprise close platform via Cadency. Right for $1B+ revenue US companies wanting BlackLine alternative with comparable reconciliation depth.
- US enterprise wanting unified close + consolidation + FP&A: onestream Post-IPO (July 2024) unified CPM platform. Best for US enterprises wanting close + consolidation + planning on one platform without stitching FloQast + Anaplan.
- US venture-backed companies wanting fastest AI close (cheapest tier): numeric AI-first disruptor; fastest-growing 2024-2026. AI agents auto-prepare reconciliations and propose journal entries. Lowest entry price in category. Best for US venture-backed companies wanting modern AI close at budget.
- US mid-market close + FP&A combined: prophix Mid-market close + planning combined. Hg PE-backed. Right for US mid-market ($100M-$2B revenue) wanting unified close + FP&A without enterprise suite complexity.
- US public-company SOX mid-market (Adra scope): adra-trintech Trintech-owned mid-market close orchestration. Fits mid-market wanting Trintech ecosystem and reconciliation credibility at lower price and complexity than Cadency.
How the financial close & consolidation market looks in United States
The US is the largest and most mature financial close software market in the world. Every leading close platform (FloQast, BlackLine, Trintech, Numeric) is US-headquartered or US-primary. Workiva (Ames, Iowa) is the undisputed public-company SEC and XBRL reporting standard. OneStream (Birmingham, MI) went public in July 2024 and is the highest-profile close + CPM IPO of the current cycle.
The key dynamic in 2026 is AI close-prep agents. FloQast Lens, BlackLine Studio AI, and Numeric AI agents are auto-preparing reconciliations from bank and ERP feeds, proposing journal entries with explanations, drafting flux commentary, and surfacing anomalies before close starts. Leading US accounting teams are achieving 3-5 day closes using these tools. Vendors without AI close-prep activation are losing evaluation conversations to FloQast and Numeric.
The US market split by company stage: Series B through Series D (accounting team of 5-20) typically runs FloQast or Numeric; Series D through IPO typically runs FloQast; post-IPO public companies are split between FloQast (for close orchestration), BlackLine (if SAP-anchored), and Workiva (for SEC reporting), often running two of these simultaneously. Large $1B+ revenue enterprises with complex consolidation needs are in BlackLine + Workiva territory, sometimes with OneStream or CCH Tagetik for the consolidation layer.
CaseWare serves a different buyer profile: accounting firms (regional CPA firms, Big-4 adjacent) and the clients they audit. It is an adjacent market to corporate close software rather than a direct competitor.
SOX 404 (US public companies): financial close software must support documented and testable ICFR (Internal Controls over Financial Reporting). FloQast Compliance Management, BlackLine Controls Assurance, and Workiva all produce SOX-compliant control documentation and evidence packages for external auditors. Numeric and Adra have lighter SOX control frameworks; verify before selecting for a US public company. SEC XBRL/iXBRL reporting (public companies): Workiva is the market standard for XBRL-tagged 10-K and 10-Q filings; FloQast and BlackLine do not handle SEC XBRL tagging natively. If you are a US public company, you will run Workiva alongside your close orchestration tool. PCAOB (Public Company Accounting Oversight Board): external auditor access to close documentation, reconciliation evidence, and journal entry approvals is a PCAOB requirement; all enterprise platforms in this ranking support auditor view-only access. ASC 606 (revenue recognition) and ASC 842 (lease accounting): close platforms that handle journal entries must support ASC 606 and ASC 842 entries; FloQast, BlackLine, Workiva, and OneStream all do. FDICIA (Federal Deposit Insurance Corporation Improvement Act): US bank holding companies above $1B total assets have internal control requirements similar to SOX; BlackLine and FloQast both serve US bank customers with FDICIA-compliant control documentation.
Quick comparison, ranked for United States
| Product | Best for | Starts at | 10-emp/mo* | Pricing | G2 | Geo |
|---|---|---|---|---|---|---|
| 1 FloQast | Series B+ through public-company accounting teams | Quote | - | 4.7 | Global; strongest in US, Canada, UK, Australia | |
| 2 BlackLine | Large enterprise close + reconciliation | Quote | - | 4.5 | Global; strongest in North America, EU, APAC | |
| 3 Workiva (Wdesk Close) | Public companies + EU-regulated enterprises | Quote | - | 4.5 | Global; strongest in US, EU, UK, Canada | |
| 4 Trintech (Cadency) | Large enterprise close + reconciliation | Quote | - | 4.3 | Global; strongest in North America, EU, APAC | |
| 5 OneStream | Mid-large enterprise unified CPM | Quote | - | 4.7 | Global; strongest in North America, EU, APAC | |
| 6 Prophix | Mid-market close + FP&A combined | Quote | - | 4.4 | Global; strongest in North America, UK, EU | |
| 7 CCH Tagetik | Enterprise consolidation + EU-regulated close | Quote | - | 4.4 | Global; strongest in EU, UK, North America | |
| 8 Adra by Trintech | Mid-market close orchestration | Quote | - | 4.4 | Global; strongest in EU/Nordic, UK, North America | |
| 9 CaseWare | Accounting firms + their clients | Quote | - | 4.2 | Global; strongest in Canada, UK, Australia, South Africa, NA | |
| 10 Numeric | Venture-backed modern accounting teams | $199 | $199 | 4.8 | North America (primary), expanding to UK + EU |
*10-employee monthly cost = base fee + (per-employee ร 10) using the lowest published tier. For opaque-pricing vendors, no value is shown.
What buyers in United States actually pay
Median annual deal size by employee band, in USD. Crowdsourced from anonymized buyer disclosures.
| Product | Employee band | Median annual (USD) | Sample | Notes |
|---|---|---|---|---|
| FloQast | 50-200 employees | $36,000 | 124 | FloQast Close; USD; Essential tier |
| FloQast | 200-1,000 employees | $96,000 | 108 | FloQast Pro; USD |
| FloQast | 1,000-5,000 employees | $264,000 | 51 | FloQast Enterprise with Lens AI; USD |
| BlackLine | 500-2,000 employees | $140,000 | 87 | BlackLine Close + Reconciliation; USD |
| BlackLine | 2,000-10,000 employees | $380,000 | 64 | BlackLine enterprise; USD |
| Workiva (Wdesk Close) | US public company (any size) | $95,000 | 142 | Workiva close + SEC reporting; USD |
| Numeric | 20-200 employees venture-backed | $18,000 | 68 | Numeric AI close; USD; lowest entry price in category |
| OneStream | 1,000-10,000 employees | $320,000 | 44 | OneStream CPM; USD; close + consolidation + planning bundled |
United States-built or United States-strong vendors worth knowing
Not yet ranked in our global top 10, but credible options for United States buyers and worth a shortlist.
Vena Solutions
Visit โToronto-founded (US-heavy operation) Excel-native close + FP&A platform. Strong US mid-market close + planning for organizations that want to stay in Excel workflow. $400M+ revenue. Right for US mid-market finance teams that want FP&A-first with close overlay rather than close-first.
Planful
Visit โSan Francisco-based cloud FP&A and close platform. Formerly Host Analytics. Consolidation + close + FP&A for US mid-market ($100M-$1B revenue). Direct Prophix alternative.
All 10, ranked for United States
Same intelligence as the global ranking, vendor trust, review patterns, verified pricing, compliance, reordered for the United States market.
FloQast
Modern accounting close orchestration leader with AI-first feature velocity.
FloQast is the modern accounting close orchestration market leader, founded 2013 by ex-Big-4 auditors. Last valued $1.6B (2022 Series E led by Sapphire Ventures). The product covers close checklist orchestration + account reconciliation + flux analysis + AI close-prep (FloQast Lens) + compliance management. Strengths: strongest accounting-team UX in category (built by accountants for accountants), aggressive AI feature velocity (FloQast Lens for AI reconciliation prep, AI flux commentary, AI anomaly detection), clean ERP integrations across NetSuite/Sage Intacct/Workday/SAP, founder-led culture with high executive stability. Best fit for Series B+ to public-co accounting teams (50-5,000 employees) wanting modern close orchestration with AI-driven close-prep. Trade-offs: per-user pricing scales meaningfully at enterprise (especially for large accounting teams), consolidation depth below BlackLine/OneStream for complex multi-entity, and SEC reporting depth below Workiva.
Series B+ through public-company accounting teams (50-5,000 employees) wanting modern close orchestration with AI-driven close-prep, strong ERP integrations, and accounting-team-first UX.
Largest enterprise multi-entity consolidation (BlackLine/OneStream/CCH Tagetik better depth), SEC + ESG reporting-anchored buyers (Workiva better), or budget-conscious early-stage startups (Numeric or in-ERP close cheaper).
Strengths
- Strongest accounting-team UX in category (built by ex-Big-4 auditors)
- AI close-prep via FloQast Lens (reconciliation, flux, anomaly)
- Clean ERP integrations (NetSuite, Sage Intacct, Workday, SAP, Oracle)
- Founder-led culture with high executive stability
- Mature compliance management module (SOX, ICFR)
- Works for Series B+ through public-company close
- Aggressive product velocity 2024-2026
Weaknesses
- Per-user pricing scales meaningfully at enterprise
- Consolidation depth below BlackLine/OneStream for complex multi-entity
- SEC reporting depth below Workiva
- Implementation 2-4 months typical
- Pricing has crept up 2024-2025 per customer reports
Pricing tiers
opaque- FloQast Close~$30K-$80K/year typical for mid-marketQuote
- FloQast Pro (Close + Reconciliation)$80K-$200K/yearQuote
- FloQast Enterprise (Close + Recs + Compliance + Lens AI)$200K-$700K/year for large accounting teamsQuote
- ยท Per-user scaling for accounting team
- ยท Implementation services ($15K-$80K)
- ยท Annual price increases of 7-10%
- ยท Lens AI feature gated to higher tiers
Key features
- +Close checklist orchestration
- +Account reconciliation workflow
- +FloQast Lens AI (close-prep, flux, anomaly)
- +Flux/variance commentary automation
- +Compliance management (SOX, ICFR)
- +ERP integration (NetSuite, Sage Intacct, Workday, SAP)
- +50+ integrations
BlackLine
Enterprise close + reconciliation leader with deep SAP partnership.
BlackLine is the enterprise close + reconciliation market leader, founded 2001. Public on NASDAQ as BL since October 2016 IPO; market cap roughly $3.5B as of mid-2026 (down meaningfully from the $9B+ peak in late 2021). The product covers account reconciliation + journal entries + intercompany hub + matching + close orchestration + financial reporting analytics, with the deepest SAP S/4HANA partnership in the category (BlackLine is the SAP-endorsed solution for close and reconciliation). Strengths: largest enterprise installed base in close and reconciliation (4,400+ customers), deepest SAP partnership (S/4HANA Cloud Solution Extension), mature intercompany hub, BlackLine Studio AI launched 2024 for close-prep automation. Best fit for $1B+ revenue enterprises with complex multi-entity reconciliation, intercompany, and SAP-anchored close. Trade-offs: stock has declined meaningfully from 2021 peak (creating PE pressure speculation), UX dated relative to FloQast/Numeric, implementation complex (4-12 months), and AI feature velocity slower than FloQast/Numeric in 2024-2026.
Large enterprises ($1B+ revenue, 1,000-100,000+ employees) with complex multi-entity reconciliation, intercompany eliminations, and SAP-anchored close needing the deepest enterprise close + reconciliation depth.
Mid-market wanting modern UX (FloQast better), AI-first close (Numeric/FloQast Lens better), or buyers anchored on NetSuite/Sage Intacct without SAP (FloQast cleaner fit).
Strengths
- Largest enterprise installed base (4,400+ customers)
- Deepest SAP partnership (S/4HANA endorsed Solution Extension)
- Mature intercompany hub
- Account reconciliation depth
- BlackLine Studio AI for close-prep automation
- Public-company stability
- Built for $1B+ revenue enterprise close
Weaknesses
- Stock declined meaningfully from 2021 peak (creating PE pressure speculation)
- UX dated relative to FloQast/Numeric
- Implementation complex (4-12 months)
- AI feature velocity slower than challengers
- Per-user pricing meaningful at scale
- Customer reports of executive churn 2023-2025
Pricing tiers
opaque- BlackLine Account Reconciliations~$80K-$200K/year typicalQuote
- BlackLine Smart Close Suite$200K-$600K/yearQuote
- BlackLine Enterprise (Close + Recs + Intercompany + Studio AI)$600K-$3M+/year for large enterprisesQuote
- ยท Per-user scaling
- ยท Implementation services ($75K-$500K+)
- ยท Annual price increases of 6-10%
- ยท Studio AI gated to higher tiers
- ยท Per-module add-ons (Intercompany, Compliance)
Key features
- +Account reconciliation
- +Journal entry workflow
- +Intercompany hub
- +Matching engine
- +Close orchestration
- +BlackLine Studio AI (close-prep)
- +SAP S/4HANA endorsed integration
- +100+ integrations
Workiva (Wdesk Close)
Public-company SEC + ESG reporting leader extended into close orchestration.
Workiva (Wdesk Close) is the SEC reporting + ESG/CSRD reporting market leader extended into close orchestration. Public on NYSE as WK since December 2014 IPO; market cap roughly $4B as of mid-2026. Note: this product (workiva-close) is the close orchestration + SEC + ESG reporting surface of Workiva and is distinct from the workiva entry in our Top 10 FP&A Software ranking, which covers Workiva's management reporting and planning surfaces, they share a company and a platform but are distinct buyer journeys with distinct pricing surfaces. The product covers close orchestration + SEC reporting (10-K, 10-Q, 8-K) + ESG/CSRD reporting + audit trail + financial disclosures with the deepest audit-trail-grade controls in category. Strengths: deepest SEC reporting in category (used by 75%+ of Fortune 500 for SEC filings), market-leading ESG/CSRD reporting (critical 2025+ for EU large companies), connected reporting across close + disclosure + ESG, public-company stability. Best fit for public companies and EU-regulated entities needing audit-trail-deep close + SEC + ESG combined.
Public companies and EU-regulated large companies (1,000-100,000+ employees) needing audit-trail-deep close orchestration combined with SEC reporting (10-K, 10-Q, 8-K) and ESG/CSRD reporting in one platform.
Pure close orchestration without SEC/ESG (FloQast cheaper and better UX), enterprise reconciliation depth (BlackLine better), or buyers anchored on FP&A/management reporting alone (use the workiva FP&A entry instead).
Strengths
- Deepest SEC reporting in category (75%+ of Fortune 500 use Workiva for filings)
- Market-leading ESG/CSRD reporting (critical EU 2025+ mandate)
- Connected reporting across close + disclosure + ESG
- Audit-trail-grade controls
- Public-company NYSE stability
- Made for public companies
Weaknesses
- Pricing meaningful for full platform ($150K-$1.5M+ typical)
- Workflow depth for daily close below FloQast/BlackLine
- AI close-prep below FloQast Lens / Numeric
- Implementation complex (3-9 months)
- Better for SEC + ESG reporting-anchored close than pure close orchestration
Pricing tiers
opaque- Workiva Wdesk SEC + Close~$150K-$400K/year typicalQuote
- Workiva Wdesk Pro (Close + SEC + ESG)$400K-$900K/yearQuote
- Workiva Wdesk Enterprise (Close + SEC + ESG + GRC)$900K-$3M+/yearQuote
- ยท Per-module add-ons (Close, SEC, ESG, GRC)
- ยท Implementation services ($60K-$400K)
- ยท Annual price increases of 7-10%
- ยท Per-user scaling within modules
Key features
- +Close orchestration
- +SEC reporting (10-K, 10-Q, 8-K)
- +ESG/CSRD reporting
- +Connected reporting platform
- +Audit-trail-grade controls
- +Financial disclosures
- +80+ integrations
Trintech (Cadency)
Long-running enterprise close platform via Cadency, PE-backed.
Trintech is the long-running enterprise close platform, founded 1987 (one of the oldest in category). PE-backed: Summit Partners majority since 2010, with Vector Capital co-investing in 2020. Cadency is the enterprise platform; Adra (a separate Trintech-owned product) covers mid-market and is ranked separately at #8. Cadency covers reconciliation + close orchestration + journal entries + intercompany + matching + financial controls. Strengths: 35+ year track record (longest in category), deepest reconciliation depth alongside BlackLine, mature financial controls module (SOX, internal controls), strong fit for $1B+ revenue enterprises. Best fit for $1B+ revenue enterprises wanting BlackLine alternative with deep reconciliation. Trade-offs: PE pressure pattern visible (multiple ownership transitions, executive churn), UX dated relative to FloQast/Numeric, AI feature velocity below FloQast/BlackLine, and brand recognition lower than BlackLine.
$1B+ revenue enterprises (2,000-100,000+ employees) wanting BlackLine alternative with deep reconciliation, financial controls (SOX), and long enterprise track record.
Modern UX seekers (FloQast better), AI-first close (Numeric/FloQast Lens better), or mid-market (Adra by Trintech is the right product, not Cadency).
Strengths
- 35+ year track record (oldest in category)
- Deepest reconciliation alongside BlackLine
- Mature financial controls (SOX, internal controls)
- Best for $1B+ revenue enterprise
- Adra mid-market product (separate)
- Mature intercompany matching
Weaknesses
- PE pressure pattern (multiple ownership transitions since 2010)
- UX dated relative to FloQast/Numeric
- AI feature velocity below FloQast/BlackLine
- Brand recognition lower than BlackLine
- Executive churn reported 2022-2025
- Implementation complex (4-12 months)
Pricing tiers
opaque- Trintech Cadency Reconciliations~$80K-$200K/year typicalQuote
- Trintech Cadency Close Suite$200K-$500K/yearQuote
- Trintech Cadency Enterprise (full platform)$500K-$2.5M+/yearQuote
- ยท Per-user scaling
- ยท Implementation services ($60K-$400K)
- ยท Annual price increases of 6-10%
- ยท Per-module add-ons
Key features
- +Account reconciliation
- +Close orchestration
- +Journal entries
- +Intercompany matching
- +Financial controls (SOX)
- +Treasury connectivity
- +60+ integrations
OneStream
Unified close + consolidation + planning post-July 2024 IPO.
OneStream Software is the unified CPM (corporate performance management) platform, founded 2010 by ex-Hyperion executives. Public on NASDAQ as OS since July 2024 IPO at $4B+ valuation; market cap roughly $7B as of mid-2026. The product covers close + consolidation + planning + reporting + ESG on a single unified platform, the strongest unified CPM architecture in category (vs BlackLine + Workiva + Anaplan stitched together). Strengths: unified platform across close + consolidation + planning + reporting (single data model, no integration overhead between modules), strong fit for $500M+ revenue enterprises wanting consolidation depth, post-IPO public-company stability, aggressive growth post-IPO 2024-2026, strong customer retention (140%+ NRR historically). Best fit for enterprises wanting one platform end-to-end for finance. Trade-offs: pricing meaningful ($200K-$2M+ typical), implementation complex (4-12 months for full platform), close-only buyers may find FloQast/BlackLine more focused, and AI close-prep below FloQast Lens / Numeric.
Enterprises ($500M+ revenue, 1,000-50,000+ employees) wanting one unified platform for close + consolidation + planning + reporting + ESG with deep consolidation depth and a single data model across all finance workflows.
Pure close orchestration buyers (FloQast cheaper and more focused), pure FP&A (use Vena/Anaplan/Adaptive), or cost-sensitive mid-market (Prophix or in-ERP close cheaper).
Strengths
- Unified platform (close + consolidation + planning + reporting + ESG single data model)
- Strongest consolidation depth in category
- Post-July 2024 IPO public-company stability
- Aggressive growth post-IPO (140%+ historical NRR)
- Right call for $500M+ revenue enterprise
- Mature enterprise customer base (1,400+)
Weaknesses
- Pricing meaningful ($200K-$2M+ typical)
- Implementation complex (4-12 months for full platform)
- Close-only buyers find FloQast/BlackLine more focused
- AI close-prep below FloQast Lens / Numeric
- Built for unified CPM, overkill for pure close orchestration
- Per-module pricing opacity
Pricing tiers
opaque- OneStream Close + Consolidation~$200K-$500K/year typicalQuote
- OneStream Pro (Close + Consol + Planning)$500K-$1.2M/yearQuote
- OneStream Enterprise (full unified platform + ESG)$1.2M-$5M+/yearQuote
- ยท Per-module add-ons (Close, Consol, Planning, ESG)
- ยท Implementation services ($150K-$1M+)
- ยท Annual price increases of 6-10%
- ยท Per-user scaling within modules
Key features
- +Unified close + consolidation
- +Multi-entity consolidation
- +Intercompany eliminations
- +Planning + budgeting
- +ESG reporting
- +Financial reporting + analytics
- +Sensible ML (built-in AI for forecasting)
- +80+ integrations
Prophix
Mid-market close + planning combined, Hg-backed.
Prophix is the mid-market close + planning combined platform, founded 1987 in Canada. PE-backed: Hg majority since 2021 buyout. The product covers close orchestration + consolidation + planning + budgeting + reporting on a unified mid-market platform, the closest mid-market analog to OneStream's unified architecture. Strengths: close + planning combined (rare in mid-market), mature 35+ year track record, strong fit for mid-market $50M-$500M revenue companies, modern UX after Prophix One platform launch 2022, Hg PE backing for growth investment. Best fit for mid-market wanting unified close + FP&A without enterprise complexity. Trade-offs: Hg PE pressure pattern visible (price increases reported 2023-2025), enterprise depth below OneStream/BlackLine, AI feature velocity below FloQast/Numeric, and brand recognition lower in NA than BlackLine/FloQast.
Mid-market companies ($50M-$500M revenue, 100-1,500 employees) wanting unified close + planning + budgeting on one platform without enterprise OneStream pricing or complexity.
Enterprise (OneStream/BlackLine better depth), AI-first close (Numeric/FloQast Lens better), or pure close orchestration without FP&A (FloQast cleaner fit).
Strengths
- Close + planning combined (rare in mid-market)
- 35+ year track record
- Modern UX after Prophix One launch (2022)
- Hg PE backing for growth investment
- Fits mid-market $50M-$500M revenue
- Affordable pricing relative to OneStream
Weaknesses
- Hg PE pressure pattern (price increases 2023-2025)
- Enterprise depth below OneStream/BlackLine
- AI feature velocity below FloQast/Numeric
- Brand recognition lower in NA
- Implementation 2-6 months
- Support inconsistency reported post-Hg
Pricing tiers
opaque- Prophix One Close~$40K-$100K/year typicalQuote
- Prophix One Pro (Close + Planning)$100K-$240K/yearQuote
- Prophix One Enterprise$240K-$600K/yearQuote
- ยท Per-user scaling
- ยท Implementation services ($30K-$150K)
- ยท Annual price increases of 7-12% (Hg-driven)
- ยท Per-module add-ons
Key features
- +Close orchestration
- +Consolidation
- +Planning + budgeting
- +Financial reporting
- +AI-driven anomaly detection
- +ERP integration (NetSuite, Sage Intacct, Microsoft Dynamics)
- +40+ integrations
CCH Tagetik
Wolters Kluwer-owned enterprise close + consolidation, mature EU presence.
CCH Tagetik is the Wolters Kluwer-owned enterprise close + consolidation platform, founded 1986 in Italy. Acquired by Wolters Kluwer in 2017 for โฌ300M+. The product covers consolidation + close + planning + ESG + tax reporting on a unified platform with strong IFRS/EU regulatory anchoring. Strengths: deepest IFRS and EU regulatory expertise (CSRD, BEPS Pillar 2, GDPR-native), mature consolidation depth across complex multi-entity, Wolters Kluwer parent stability (NYSE Euronext: WKL, $20B+ market cap), strong fit for European-headquartered enterprises and IFRS-anchored close. Best fit for European-headquartered enterprises and US multinationals with significant EU regulatory exposure. Trade-offs: pricing meaningful, UX dated relative to FloQast/OneStream, AI feature velocity below modern challengers, and US/NA brand recognition below BlackLine/OneStream.
European-headquartered enterprises and US multinationals ($1B+ revenue, 1,000-100,000+ employees) with significant EU regulatory exposure (CSRD, IFRS, BEPS Pillar 2) wanting deep consolidation + close + tax reporting on one platform.
US-only mid-market (FloQast better fit), pure close orchestration (BlackLine/FloQast more focused), or modern UX seekers (FloQast/OneStream better).
Strengths
- Deepest IFRS + EU regulatory expertise (CSRD, BEPS, GDPR)
- Mature consolidation depth
- Wolters Kluwer parent stability ($20B+ public)
- Built for European-headquartered enterprises
- Tax reporting + transfer pricing depth
- Made for IFRS-anchored close
Weaknesses
- Pricing meaningful
- UX dated relative to FloQast/OneStream
- AI feature velocity below modern challengers
- US/NA brand recognition below BlackLine/OneStream
- Implementation complex (4-12 months)
- Per-module pricing complexity
Pricing tiers
opaque- CCH Tagetik Close + Consolidation~$120K-$300K/year typicalQuote
- CCH Tagetik Pro (Close + Consol + Planning)$300K-$700K/yearQuote
- CCH Tagetik Enterprise (full platform + ESG + Tax)$700K-$3M+/yearQuote
- ยท Per-module add-ons (Close, Consol, Planning, ESG, Tax)
- ยท Implementation services ($100K-$700K)
- ยท Annual price increases of 5-9%
- ยท Per-user scaling within modules
Key features
- +Multi-entity consolidation
- +IFRS/GAAP close
- +Intercompany eliminations
- +CSRD/ESG reporting
- +Tax reporting + BEPS Pillar 2
- +Planning + budgeting
- +60+ integrations
Adra by Trintech
Trintech-owned mid-market close orchestration.
Adra by Trintech is the Trintech-owned mid-market close orchestration platform, founded 2002 in Norway as a separate company; acquired by Trintech in 2017. The product covers close orchestration + reconciliation + matching + journal entries, distinct from Trintech's enterprise Cadency (ranked separately at #4). Strengths: strong mid-market close orchestration with Trintech-grade reconciliation depth at lower cost, mature European presence (Nordic origin), clean ERP integrations, integration path to Cadency for buyers scaling up. Best fit for mid-market companies wanting Trintech ecosystem at lower complexity than Cadency. Trade-offs: PE pressure pattern shared with parent Trintech (price increases reported), AI feature velocity below FloQast/Numeric, Less penetration than FloQast in NA, and brand recognition lower than FloQast in mid-market.
Mid-market companies (100-2,000 employees) wanting Trintech ecosystem and reconciliation depth at lower complexity and cost than enterprise Cadency, particularly European-headquartered mid-market.
AI-first close (Numeric/FloQast Lens better), pure US mid-market wanting strongest brand (FloQast better), or enterprise (Cadency is the right Trintech product).
Strengths
- Strong mid-market close orchestration
- Trintech-grade reconciliation at lower cost
- Mature European presence (Nordic origin)
- Clean ERP integrations
- Integration path to Cadency for scaling buyers
- Best for European mid-market
Weaknesses
- PE pressure pattern shared with Trintech (price increases)
- AI feature velocity below FloQast/Numeric
- Smaller deployed base versus FloQast in NA
- Brand recognition lower than FloQast
- Support is hit-or-miss
- UX modern but not best-in-class
Pricing tiers
opaque- Adra Standard (Close + Reconciliation)~$25K-$60K/year typicalQuote
- Adra Pro (Close + Recs + Matching)$60K-$140K/yearQuote
- Adra Enterprise (full platform)$140K-$300K/yearQuote
- ยท Per-user scaling
- ยท Implementation services ($15K-$80K)
- ยท Annual price increases of 7-10%
- ยท Migration path to Cadency for scaling
Key features
- +Close orchestration
- +Account reconciliation
- +Matching engine
- +Journal entries
- +Task management
- +ERP integration (NetSuite, Microsoft Dynamics, Sage)
- +30+ integrations
CaseWare
PE-backed audit + close platform for accounting firms and their clients.
CaseWare International is the audit + close platform for accounting firms and their clients, founded 1988 in Canada. PE-backed: Hg majority since 2020 buyout. The product covers audit working papers + financial statements + close + tax compliance, historically the dominant platform for mid-tier and regional accounting firms (CPA firms, audit firms, advisory practices) and the in-house close functions of their clients. Strengths: dominant installed base across mid-tier accounting firms globally (40,000+ firms), mature audit + close integration, strong fit for accounting firm-to-client workflow, deep IFRS/GAAP financial statement automation, 35+ year track record. Best fit for accounting firms and their corporate clients wanting integrated audit + close workflow. Trade-offs: niche fit (accounting-firm-anchored, not corporate-finance-direct), Hg PE pressure visible (price increases reported 2022-2025), UX dated relative to FloQast, AI features arrived late, and not the right product for in-house corporate finance teams without firm involvement.
Accounting firms (CPA, audit, advisory practices) and their corporate clients (especially private companies and audit-heavy organizations) wanting integrated audit + close + financial statement automation in firm-to-client workflow.
Direct corporate finance teams without accounting-firm involvement (FloQast better), AI-first close (Numeric/FloQast Lens better), or large public-company SEC filers (Workiva better).
Strengths
- Dominant accounting firm installed base (40,000+ firms)
- Mature audit + close integration
- Right call for accounting firm-to-client workflow
- Deep IFRS/GAAP financial statement automation
- 35+ year track record
- Fits regional CPA + audit firms
Weaknesses
- Niche fit (accounting-firm-anchored)
- Hg PE pressure pattern (price increases 2022-2025)
- UX dated relative to FloQast
- AI features arrived late
- Not the right product for direct corporate finance buyers
- Uneven support quality post-Hg
Pricing tiers
opaque- CaseWare Working Papers (audit)~$1,200-$3,000/user/yearQuote
- CaseWare Cloud (close + audit)$2,500-$5,000/user/yearQuote
- CaseWare AnalyticsAI / IDEAAdd-on; $1,500-$3,500/user/yearQuote
- ยท Per-user scaling
- ยท Per-module add-ons (AnalyticsAI, IDEA)
- ยท Annual price increases of 7-12% (Hg-driven)
- ยท Migration costs from on-prem CaseWare
Key features
- +Audit working papers
- +Financial statement automation
- +Close orchestration
- +Tax compliance
- +IDEA data analytics
- +AnalyticsAI
- +IFRS/GAAP statement libraries
- +40+ integrations
Numeric
Modern AI-first close, fastest-growing in category 2024-2026.
Numeric is the modern AI-first close platform, founded 2021 (YC W22 batch). Andreessen Horowitz-backed Series B closed 2024. The product is anchored on AI agents that auto-prepare reconciliations, propose journal entries with explanations, draft flux/variance commentary, and surface anomalies before close starts, the most aggressive AI-first close architecture in category. Strengths: fastest-growing in category 2024-2026 (customer count tripled), AI close-prep agents at deepest depth in market (more aggressive than FloQast Lens or BlackLine Studio AI), modern UX (built post-2021 with modern stack), founder-led with strong technical founders, aggressive feature velocity. Best fit for venture-backed companies (50-2,000 employees) wanting modern AI-first close with fastest feature velocity. Trade-offs: smallest installed base in this listicle (3+ years old), enterprise consolidation depth below BlackLine/OneStream, US-only customer base primarily, and pricing increasing as company scales.
Venture-backed companies and modern accounting teams (50-2,000 employees) wanting the most aggressive AI-first close architecture and fastest feature velocity, willing to trade installed base for AI depth.
Large enterprise consolidation (BlackLine/OneStream/CCH Tagetik better), SEC + ESG reporting (Workiva better), or buyers wanting largest brand and installed base (FloQast better).
Strengths
- AI close-prep agents at deepest depth in market
- Fastest-growing in category 2024-2026
- Modern UX (built on modern stack post-2021)
- Founder-led with strong technical founders
- Aggressive feature velocity
- a16z Series B backing (2024)
Weaknesses
- Smallest installed base in this listicle (3+ years old)
- Enterprise consolidation depth below BlackLine/OneStream
- US-only customer base primarily
- Pricing increasing as company scales
- Implementation 4-8 weeks (fast but immature playbooks)
- Brand recognition still building
Pricing tiers
partial- Numeric StandardPer user; basic AI close$199 /mo
- Numeric ProPer user; full AI agents$399 /mo
- Numeric Enterprise$60K-$300K/year for larger teams with AI agentsQuote
- ยท Per-user scaling for accounting team
- ยท Annual billing for discount
- ยท AI agent compute fees at higher usage
Key features
- +AI close-prep agents (reconciliation, journal entries, flux)
- +Account reconciliation
- +Close orchestration
- +Anomaly detection
- +Modern UX
- +ERP integration (NetSuite, Sage Intacct, Workday, QuickBooks)
- +30+ integrations
Frequently asked questions
The questions buyers actually ask before they sign.
FloQast vs BlackLine for a US public company at $500M revenue?
Does Workiva replace FloQast or BlackLine?
Is Numeric ready for a US company with SOX obligations?
Financial close vs FP&A vs accounting platforms, which is which?
BlackLine vs FloQast, which one for our close?
How are AI agents changing close-prep in 2026?
What is the impact of CSRD/ESG reporting on close software?
How much should I budget for financial close software?
How long does financial close software implementation take?
Should we use unified close + planning (OneStream, Prophix) or best-of-breed (FloQast + Vena)?
What is the difference between hard close and soft close?
Final word
Looking at a different market? See the global Financial Close & Consolidation ranking, or pick another country at the top of this page.
Last updated 2026-05-18. Local pricing reverified quarterly. Found something inaccurate? Tell us.