Even with automation tools available, your finance team probably still spends a week or more every month rebuilding reconciliations, assembling working papers, and chasing down variances just to close the books.
Ledge changes this.
Ledge is the first agentic AI close management platform built to embed AI directly into your close workflows. Instead of simply tracking tasks, it actually does the work—automating reconciliations, preparing working papers, and drafting flux narratives.
This changes how your team operates. Automation handles the execution so you can focus on review, analysis, and strategic insight.
Manual close processes are slowing your team down
Automating reconciliations, journal entries, and flux analysis can transform the way your finance team works
Most tools give you visibility through dashboards, checklists, and trackers—but the real work still happens in Excel.
Reconciliations are rebuilt manually every period. Working papers are repetitive and disconnected from source systems. Flux analysis requires hours of manual effort and often turns into a scramble late in the cycle. Controllers spend more time coordinating workflows than reviewing results.
As transaction volumes increase and reporting timelines tighten, this manual backbone slows everything down—causing delayed closes, higher error rates, and less time for analysis. Instead of transforming the process, finance leaders are forced to add more people to keep up.
Ledge changes that immediately.
From manual to AI-powered close
Ledge embeds AI agents directly into the workflows that define your close, so instead of tracking tasks, the work actually gets done. When you open your checklist, reconciliations are already matched, journal entries are prepared, working papers are rolled forward, and flux narratives are drafted and ready for review.
Ledge is different from other close management platforms in two fundamental ways:
- The close work gets done for you. A team of AI agents automates reconciliations, journal entries, working papers, flux analysis, and even the checklist itself — turning what used to be a manual coordination effort into continuous execution.
- The GL stays current all month. An automated bookkeeper continuously applies cash, posts journal entries, and runs daily reconciliations so finance teams start each day closer to being finished.
How Ledge automated every close workflow
Agentic AI transforms the close from a manual coordination effort into a continuous, automated process. Here’s how each workflow operates when AI agents do the work.
Reconciliations
Ledge ensures that reconciliations are always complete, accurate, and ready before close week even begins.
Manual reconciliations require exporting balances from NetSuite, matching them to bank statements or processor reports, and managing everything across multiple spreadsheets. Errors often surface late in the process, turning audit preparation into a scramble.
With Ledge, reconciliations run continuously. AI agents ingest data directly from NetSuite, banks, and payment processors, matching transactions in real time. Timing and FX differences are handled automatically, while unmatched items are flagged with explanations and proposed adjusting entries. Every reconciliation links back to its source data and includes complete, audit-ready documentation. For balance sheet tie-outs, GL balances connect directly to the appropriate working papers — no formulas, manual pulls, or broken links.
Working Papers
Ledge helps finance teams eliminate rebuilds by generating complete, structured working papers automatically each month.
Traditionally, accountants spend hours recreating schedules in spreadsheets: pulling data manually, recalculating estimates, and repairing broken logic. Supporting documentation lives in shared drives, and every period starts from scratch.
With Ledge, AI agents generate full schedules for structured accounts like accruals, prepaids, and processor flows. For other types of working papers, data is pre-populated directly from NetSuite, banks, payroll, or payment processors, so teams begin with accurate source-linked information already in place. Supporting documents attach automatically, and every schedule ties cleanly to the GL.
The result is a set of working papers that roll forward seamlessly, remain fully supported by source data, and are ready for review — not rebuild.
Journal Entries
Ledge standardizes and automates journal entries so every entry is accurate, documented, and audit-ready by default.
For most finance teams, recurring and exception entries are managed in spreadsheets and uploaded to NetSuite manually. This process introduces errors and slows down the close due to excessive manual effort.
With Ledge, recurring journal entries are detected and posted automatically throughout the month, keeping the GL current. Exception entries are drafted by AI agents with full transaction context and supporting documentation attached for review and approval. Built-in workflows route entries through approvers and post them directly to NetSuite once validated.
The result is a clean, automated journal entry process that eliminates rework, reduces risk, and frees teams to focus on analysis instead of data entry.
Flux Analysis
Ledge gives finance teams a head start on flux analysis by generating draft narratives automatically — complete with data-backed explanations and transaction-level context.
Traditionally, teams spend hours digging through GL and subledger data to explain period-over-period changes. Tools are limited, correlations are hard to spot, and explanations often come together at the last minute under pressure.
With Ledge, AI agents run multidimensional flux analysis across accounts, departments, classes, and entities, surfacing the key drivers behind each change. Draft narratives are generated automatically, supported by linked source data and clear correlations between transactions.
The result is a faster, deeper flux analysis process that equips controllers and CFOs with ready-to-review explanations — and more time to focus on insight, not investigation.
Close Checklist & Controls
Ledge transforms the close checklist from a static tracker into an active control layer that moves work forward automatically.
Many close management platforms are checklist based, focused on task status rather than progress. Dependencies are hidden, supporting evidence is scattered, and teams spend valuable time chasing updates instead of completing work.
With Ledge, every task in the checklist is agentic. AI agents pre-populate tasks with live data, reconciliations, journal entries, and working papers already prepared in-line. Approvals and documentation are built directly into the workflow, and every action leaves a traceable audit record. Dependencies and risks are flagged automatically so nothing falls through the cracks.
The result is a checklist that does the work for you, helping teams review, approve, and close faster with complete visibility and control.
Automated Daily Bookkeeping
Cash application, recurring entries, and reconciliations
Ledge keeps the general ledger current by automating daily bookkeeping tasks that traditionally pile up until close week.
Without automation, teams spend hours each day applying cash, posting recurring journal entries, and managing reconciliations manually. When workloads spike, these tasks get delayed — creating backlogs, unreliable interim balances, and end-of-period bottlenecks.
With Ledge, AI agents handle daily activity in real time. Payments are matched and applied automatically, including full remittance extraction. Recurring entries post throughout the month, and reconciliations run continuously in the background, flagging exceptions as they occur.
The result is a continuously updated GL that’s accurate, complete, and ready for review — so by the time close week arrives, most of the work is already done.
A new model for finance teams
With Ledge, the close becomes a continuous, automated process. Accountants spend their time on judgment, not data collection and entry. Controllers start the close with reconciliations, working papers, and journal entries already in motion. CFOs gain earlier visibility, cleaner numbers, and greater confidence.
Ledge doesn’t just help finance teams track the close — it helps them run it.
