Closing Agent: overview and scope
How the Closing Agent guides you through your close – phase by phase, area by area, always with your approval.
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Closing Agent: FAQ
Answers to common questions about Closing Agent data, areas, and runs.
Frequently asked questions
How current is the data? Your bexio data is synchronized every night. If you posted something the same day, choose Reload master data before starting – so Arcarius works with the current state. Between phases, Arcarius offers you a data refresh anyway.
Can I reopen an area? Yes – via Continue editing, as long as the phase isn’t completed yet.
Can I exclude areas? Yes. Areas that aren’t relevant to your company you exclude via Exclude area (or in bulk via Edit selection). Excluded areas appear under “Additional areas”, where you can add them back.
Can I have several closes in parallel? Yes. There is exactly one run per closing type and period; different periods or types run alongside each other. The overview groups them by status (in progress, ready for the next step, completed …).
How do I delete a run? Via the run’s menu → Delete. If an approved action is currently running, deletion is blocked until it finishes.
What does a close cost? See Pricing.
Read more: Overview and scope · How to work through a close · Permissions, approvals and handoff.
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Closing Agent: how to work through a close
From "New close" to the delivered file – step by step through every phase.
Read articleClosing Agent: permissions, approvals and handoff
Who approves entries, marks areas and topics as done, and completes phases – and how the handoff to the engagement lead works.
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