Wire Instructions Security
Securely manage wire instructions
Automatically gather wire instructions from all recipients, standardize into a single format, and check for errors
Trusted partner to PE firms and their portfolio companies
Save time, stress less
Smarter, easier, and more secure than email
AI Invoice Extraction
Drag and drop an invoice, get wire instructions
Validate ABA/SWIFT
Check routing numbers and Fedwire eligibility
Track Callbacks
Log calls and verbal confirmations
Transaction History
Instantly see if you've wired to an account before
One-Click Export
Get wire instructions into your bank portal without reformatting
Combat Wire Fraud
Robust security features to combat wire fraud
No more hand-typing account numbers
Wire instructions don't have to be a pain. Replace email chains, copy-pastes, and painstaking error checking with a simple, secure, and automated solution.
Step 1 - Collect
Invite recipients, or upload invoices
Invite recipients to provide their wire instructions, or simply drag an invoice and let ClosingWell’s AI extract and check the wire instructions.
REPLACES
Sending tons of emails
Hand-typing & copy-paste
Incorrect routing numbers
Step 2 - Verify
Check everything instantly
Tag-team callbacks? Need lawyers or lenders to review? Share a single source of truth - not dozens of loose spreadsheets.
REPLACES
Triple-checking invoices
Finding old funds flows
Keeping track of calls
Step 3 - Finalize
One-click export
Get wire instructions in your bank or paying agent's format without reformatting.
REPLACES
Reformatting spreadsheets
Excel dropping leading zeros
Finicky bank templates
Battle-tested,
enterprise grade security
The security of your sensitive information is our number one priority. ClosingWell's security is vetted by third-party auditors and regular penetration tests.
SOC 2 certified
Multi-factor authentication
Bank-level encryption
Audit trail of all changes
Recipient identity verification
Loved by Associates, Controllers, and CFO's
"it's a no brainer"
Hear from deal teams and finance teams who made the switch to ClosingWell
ClosingWell has reduced the burden of checking and approving final wire instructions.- Chief Financial Officer
…it’s so much easier to check invoices without opening tons of files.- Fund Controller
The last thing I want to do is hound people for their wire instructions. Outsourcing that to ClosingWell is a huge win.- Deal Team Associate
…with all the recent wire fraud and phishing scares, using a platform like this is a no brainer.- Deal Team Vice President
ClosingWell caught mistakes that would have held up closing day - that alone made it worth it.- Deal Team Associate
The Audit Trail is my favorite feature. Knowing that all changes are in one place helps us sleep at night.- Chief Financial Officer
Get Started
Ready for your next deal
Whether you're closing a deal in 30 days or 3 days, with 50 wires or 5 wires, ClosingWell has you covered.
Book a Demo
More questions? FAQs