> ## Documentation Index > Fetch the complete documentation index at: https://docs.equated.co/llms.txt > Use this file to discover all available pages before exploring further. # Close the month > Prove your books against the bank statement at the end of each period. export const AgentChat = ({messages = []}) =>
{messages.map((m, i) => m.from === "you" ?
You
{m.text}
:
Agent {m.tool ? used {m.tool} : null}
{m.text}
{m.choices ?
{m.choices.map((c, j) => { const rec = c.toLowerCase().includes("recommend"); return {c} ; })}
: null}
)}
; Closing a period means proving your books against the bank statement. Most people do it monthly, but the same workflow works for a quarter, a year, or any reporting period. The goal is simple: each bank or credit account should match the statement's closing balance. ## When to use this Use this when you want to answer: * Are all bank transactions accounted for? * Are supplier bills and customer invoices in the right period? * Did a transfer get miscounted as income or expense? * Do the books match the bank statement? ## Two ways to do it Start with the bank. If a feed is stale, reconnect or refresh it before trusting the checklist. Clear anything uncategorized or still in the inbox. Once confirmed, it counts in the ledger. Pair money moved between your own accounts so it doesn't show up as income or expense. Make sure supplier bills and customer invoices that belong in the period are recorded. Link payment transactions to bills and collection transactions to invoices. Link receipts, contracts, and supporting documents so the period is reviewable. Prove every bank and credit account against its statement's closing balance — see [Reconcile an account](/workflows/reconcile-an-account). Each account carries its own proof; the period is closed when they all tie out. **What Equated checks:** stale bank feeds, bills or invoices still in the inbox, unlinked receipts, transfers that need review, and payables or receivables that may need settlement. Unconfirmed transactions aren't here: each account counts its own, for its own statement period. Ask your AI to prepare the close. It runs the checklist and shows what's blocking a clean month. Not sure what to ask? The **Use your AI agent** card on the Reconciliation page copies a ready-made prompt. For why reconciliation matters, how the math works, and what's shipped versus coming, see [Reconciliation](/concepts/reconciliation).