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Month-end close ​

Run the period close as a guided agentic workflow: plan, analysis, execution, lock.

Where: /month-end-close — run the period close as a guided, agentic workflow.

Start a close ​

  1. On the landing page, read "What happens next" (choose period → approve plan → run workflow).
  2. Pick the period and click Start close. The agent inspects available data and proposes a plan.
  3. Resume or compare prior closes from the Close History grid (each card shows period, status, steps complete, entry count).

The close workspace ​

  • Health strip: % complete, entry count, approved entries, and open issues.
  • Close Plan card: the agent's plan and reasoning, with Replan Remaining / Regenerate, plus any mid-close adaptations.
  • Phase cards: drill into a phase to see its steps (each with status, findings, and workpapers), then into a task focus view that pairs a chat panel with the workpaper/finding.

Working through the phases ​

  1. Plan Review — review the plan, ask the agent questions, then Approve Plan.
  2. Analysis — the agent runs reconciliations and surfaces findings; review and mark them complete.
  3. Execution — review adjusting entries; Approve/Reject individually, or Approve All / Approve High Confidence (85%+). Entries post in real time.
  4. Lock — once everything's posted, click Lock Period; the period becomes read-only ("closed").

Per-step controls include Retry Step, Kill Step, Resume Workflow, and Approve Gate.

Two ways in: the Period End Close card on Finance Workflows, or /close month YYYY-MM in chat. There is no sidebar entry for this page — the workflow card is the way in.