> ## Documentation Index
> Fetch the complete documentation index at: https://docs.investsync.co.nz/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance Workspace

> Start a period close and access the finance tools that support it

## Overview

The Finance workspace is the starting point for preparing and reviewing a reporting period. Open **Finance** from the **Workspace** section of the main menu, alongside Assistant, Documents and Email inbox.

The landing page keeps the two close tools together and provides shortcuts to the records that support the close.

## Choose a close tool

Select **Close** when you want a live view of the current period. It brings together readiness checks, open work and reporting activity so you can see where attention is needed.

Select **Close workpaper** when you need a controlled record of the close. Use it to assign a preparer and reviewer, record sign-offs, manage evidence, hand off adjusting journals and lock the period.

The landing page shows the current readiness count for Close and the status of the latest Close workpaper, helping you decide where to continue.

## Open supporting finance tools

The Finance workspace also links to the source areas commonly used during a close:

* **Reconciliations** for comparing statements, holdings and transactions.
* **Tax workpapers** for reviewing tax positions and supporting evidence.
* **Report packs** for preparing final management and reviewer reports.
* **Transactions** for reviewing activity in the selected period.

Return to the Finance workspace whenever you need to move between the close record and its supporting information.