Run your first intelligent close.
This guide walks the full loop on live data: run the monitor, teach it with a disposition, run the close, and read commentary where every number traces to its source. Budget twenty minutes the first time; minutes a month after that.
Before you start
Who does what, when.
The guide's spine: three owners, four phases, and the two handoffs that matter — the queue passing to the analyst, and the analyst's teaching passing back to the agent. Dashed cell tops mark ownership transfers.
Step by step
Run the monitor
CI_01 → Run monitor. About a minute later the findings queue lands, sorted by score. Expand a row: actual vs baseline vs forecast, the score factors, and the GL transactions behind the cell.
Judge the top findings
Judge batch briefs the highest-scoring findings: a classification (timing, posting error, real change, known-recurring), a criticality, and a one-paragraph brief citing specific transactions.
Teach with a disposition
Pick a finding you recognize - say the annual FDIC true-up. Disposition it known-recurring with a note. A suppression rule drafts itself, scoped to the account, entity, and month.
Activate the rule
CI_02 Agent memory shows the drafted rule with your note attached. Toggle it active. Re-run the monitor: the item is suppressed, attributed to your rule - suppressed count 0 → 1.
Run the close
CI_04 → Run close for the period. The bridges compute (rate/volume/mix where the tape supports it, headcount×rate for comp, level plus a residual that ties to the penny), then the narrator writes.
Read the board page
CI_05 renders the P&L with expandable commentary. Every paragraph carries citation chips - bridge, finding, disposition, comment, expectation. Click through: chip → bridge waterfall → GL transactions.
One verdict, three futures.
The disposition is the only decision the product asks of you — and each answer changes what the system does next month.