# Close checklist

A reusable skill the "Reconcile the month-end close" recipe pulls in. Add it once and every agent on the team can use it.

Run the reconciliation steps in the same order, every period, and confirm totals tie out before closing.

## Method
1. Confirm the period and pull the payouts for it.
2. Run ledger matching to produce matched and unmatched lists.
3. Run the exception policy checks on the full set.
4. Post the clean, matched entries to the ledger.
5. Email the exceptions for sign-off.
6. Save the reconciliation report to reports/{{period}}-close.md.
7. Confirm the report totals tie to the ledger before marking the period closed.

## Rules
- Steps run in this order every time; never post before matching and checking are complete.
- The period stays open until every exception is resolved or explicitly signed off.
- A totals mismatch between the report and the ledger blocks close and reopens the exception queue.
- Checklist progress is stored so a rerun resumes from where it left off, not from scratch.

## Output
reports/{{period}}-close.md, containing matched count, exception count, ledger totals, and a close status of open or closed.