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If you can't find what you're looking for, our team is always always here to help.
Browse common topics
Jump straight into the documentation for the most asked about areas of the product.
Getting started
Core concepts, key resources, and your first reconciliation.
Authentication
Generate API keys and authenticate requests against the API.
Data streams & records
Send transactions into End Close, bulk-load, and backfill history.
Reconciliations & rules
Set up automated matching rules, review matches, and manage runs.
Exceptions
Find, triage, and resolve records that couldn't be reconciled.
Webhooks
Receive real-time events when records reconcile or go overdue.
Frequently asked questions
If you don't see your question, email us - a human reads every message and we aim to reply within one business day.
Getting started
What does End Close do?
End Close is a continuous reconciliation and exception-management platform for high-volume payments companies. We match transactions across processors, banks, and ledgers, flag anything that doesn't line up, and help your team close the books faster. For a feature overview, see the product page.
How do I sign up or get an account?
End Close access can be granted if youbook a demo or by emailing founders@endclose.com and we'll get you set up.
Where do I find the API documentation?
The full API reference lives at endclose.com/docs. Start with Concepts for terminology, then Authentication to make your first request.
Data & reconciliation
How do I load transactions into End Close?
Transactions flow into data streams as records. You can create records one at a time, or bulk-load up to 1,000 per request via the bulk endpoint. Bulk operations run asynchronously - poll the bulk request status endpoint for results.
Why can't I update or delete a record?
Only unreconciled records can be updated or deleted. Once a record is part of a match, its state is locked to preserve the audit trail. To modify a matched record, first delete the match - that resets both records and lets you edit them again.
How does automatic matching work?
You define reconciliation rules that describe the logic for matching records across streams. Rules run in priority order; the matching agent applies them as records arrive and creates matches automatically. You can check the agent's current progress via the agent status endpoint.
Can I match records manually?
Yes. You can create a match directly against a pair (or group) of unreconciled records using the create match endpoint. Deleting the match resets the records to unreconciled.
Exceptions & troubleshooting
What are exceptions?
Exceptions are records that either went past their reconciliation date without matching (overdue) or couldn't be matched by any rule. They carry assignees, statuses, and a discussion thread so your team can triage them like tickets. See the exceptions API for filtering and aggregates.
Records aren't matching - what should I check first?
Run through this quick checklist:
- Both records are on the correct, active data streams for the reconciliation.
- Amounts are in the same currency and on the same sign convention (e.g. debits negative).
- Rule priority - a higher-priority rule may be consuming the record before the one you expect.
- The reconciliation's agent status isn't paused or catching up on a backlog.
If it still looks wrong, email founders@endclose.com with the record IDs and we'll investigate.
How do I flag an overdue record?
Records carry a reconciliation due date; once that passes you can call mark as overdue (or let the system do it on schedule). Overdue records trigger the record.reconciliation_overdue webhook and can be escalated into an exception.
Webhooks & integrations
Which webhook events does End Close send?
Today we emit record.reconciled when records are matched and record.reconciliation_overdue when a record misses its reconciliation date. See Webhooks: getting started for setup and signature verification.
Do you integrate with Stripe, Xero, and our bank?
Yes - we ingest data from Stripe, Xero, and most major banks, plus any custom source via the API. If you need a specific connector that isn't obvious from the docs, email founders@endclose.com and we'll confirm what's available or on the roadmap.
Security, privacy & compliance
Is End Close SOC 2 compliant?
Yes. End Close has been issued SOC 2 Type 1 and Type 2 reports by an independent auditor, and controls are continuously monitored via Vanta. For the reports, sub-processors, and policies visit our Trust Center or read the security overview.
How is my data protected?
All customer data is encrypted at rest with AES-256 and in transit via TLS. Production workloads run in a dedicated AWS account with private subnets, VPN-gated internal access, and 24/7 GuardDuty monitoring. Full details are in the security page.
I think I've found a security issue - how do I report it?
Please email security@endclose.com with a description and reproduction steps. We acknowledge reports within one business day and coordinate disclosure from there.
Where's your privacy policy?
Our full privacy policy is at endclose.com/privacy-policy. For data-subject requests (access, deletion, portability), email privacy@endclose.com.
Account & billing
How do I change plan, add seats, or update billing details?
Email founders@endclose.com from the address on file and we'll update your account. Self-serve billing is on the roadmap.
How do I add or remove teammates?
Admins can manage users from the in-product settings. If you need to transfer admin rights or recover access to an orphaned account, email founders@endclose.com.
How do I cancel or export my data?
Email founders@endclose.com and we'll arrange a full export of your records, matches, and exceptions before closing the account.
Status & incidents
Is End Close down right now?
Real-time uptime and incident history is on status.endclose.com. Subscribe there to get notified of incidents as they're opened and resolved.
What's the right channel for an urgent production issue?
Email founders@endclose.com with “URGENT” in the subject. If you have a shared Slack channel with us, use that - responses are fastest there during business hours.
Useful links
Direct lines to the team, plus the resources customers ask for most often.
Product & account support
Questions about the product, data issues, webhooks, billing, or anything else. One business day response, Mon–Fri.
Security & vulnerability reports
Report a suspected vulnerability, request our Trust Center, or ask a compliance question.
System status
Check uptime, subscribe to incident notifications, and review recent incidents.
Trust Center
Live compliance posture, SOC 2 materials, sub-processors, and security policies.
Sales & demos
Prospective customer? Book 30 minutes with a founder to see the product end-to-end.