---
title: "Reporting And Close"
area: finance
order: 5
lastUpdated: 2026-04-25
updatedBy: Codex
---

## Use This Doc For

- `/finance/reports`
- `/finance/reports/*`
- `/finance/close`

## Workflow

1. Complete reconciliation and open item cleanup first.
2. Review the report that matches the question you are answering.
3. Use close workflows only when upstream banking, receivables, and payables are ready.

## What To Watch

- running close before operational cleanup is finished
- relying on summary reports to explain unresolved transaction-level issues
- report consumers mistaking draft posture for final period results
