Glossary/Close calendar

Close calendar

A close calendar lists tasks by business day minus (BD) relative to period end with owners and dependencies.

Why BD timing

BD-5 cash recon must finish before BD-2 flux review — dependencies prevent silent blockers.

How FinanceAI handles this

Demo close view shows tasks filling as agents complete recon and flux steps.

Questions

Fiscal vs calendar?

Calendars adapt to 4-4-5 and other fiscal patterns in configuration.

Run it on your own document

Upload a dummy bank statement, KYC pack, or trial balance. Agents read it, apply policy checks, and show each step before a human would approve.