# Agentic Close Execution

Once an agent has been created and finalized, it runs autonomously on a preconfigured schedule — every period, without any manual trigger needed.

#### What happens each period

1. **Notification.** At the start of a new period, you receive a notification (within Ledge and via Slack, Teams or other supported messaging platforms) that the agent has executed the task on schedule and the output is ready for review.
2. **Review the task.** Open the task from the checklist using **Command+F** to search. The right-hand drawer shows that the agent output is available and that all steps were completed successfully.
3. **Check the execution plan.** The agent follows the exact same multi-step plan that was established when it was first created. You can verify that every step ran as expected.
4. **Review the working paper.** Click into the working paper to inspect exactly how the agent produced its results. Every formula is visible. Each sheet shows the agent's work at each stage of the calculation.

   For example, for a COGS aggregate journal entry task pulling data from Shopify:

   * **Sheet 1:** Raw assumptions
   * **Sheet 2:** Sales data by transaction from Shopify, with freight costs per SKU calculated using an INDEX/MATCH formula
   * **Sheet 3:** Aggregations at the SKU level using SUMIF, SUMPRODUCT, etc.
   * **Final sheet:** Complete journal entry with a debit/credit tie-out check
5. **Review the journal entry.** The journal entry is ready for review. It is linked to the correct GL accounts from NetSuite.
6. **Approve and post.** Click **Approve and Post** to send the journal entry directly into NetSuite, adhering to NetSuite's approval flows.