If your finance team runs on NetSuite, chances are your close process still drifts back to Excel — rebuilding reconciliations, wrangling working papers, and scrambling to explain variances. It’s a slow, manual cycle that costs you days every month and delays insight.
Ledge changes that.
It’s the first agentic AI close management platform for NetSuite finance teams, embedding AI agents directly into workflows so when teams open the close checklist, the work is already in progress. Tactically, that means:
- Reconciliations are matched
- Journal entries posted
- Working papers are attached
- Flux analyses are drafted
The result: your team starts with review, not preparation, and the close moves forward automatically.
Because AI agents handle the work, your finance team can close faster with fewer people, gain faster time to insights, and build towards a continuous, always-on accounting model. Every reconciliation, journal entry, and working paper comes pre-linked to source data, making the close audit-ready by design rather than an added burden.
Why Ledge is different
Ledge is the first AI-powered close management platform that does the work, not just the tracking.
Other close management tools stop at visibility and process organization. They give you checklists, task tracking, and reports. But the actual work still lands on your team — building working papers, matching transactions, preparing journal entries, and explaining variances.
Ledge is different in two fundamental ways:
The close work gets done for you with a team of AI agents
Ledge embeds AI agents directly into close workflows to complete core close tasks automatically, so the work is already in progress when teams open the checklist:
- Working papers: From AI-filled drafts to auto-generated accruals and PSP funds-in-flight — Ledge replaces manual builds with ready-to-review work.
- Reconciliations: AI agents continuously reconcile cash and payment processor activity to NetSuite (transaction-level matching, timing/FX handling, and prepare proposed adjustments with full context). For balance-sheet tie-outs, Ledge links GL balances to source-backed working papers—parsing schedules to fetch the right numbers, pre-filling data, and flagging exceptions with suggested fixes—so controllers start close week with reconciliations already done and audit-ready.
- Journal entries: Ledge’s AI detects and posts recurring JEs daily (e.g., payroll, depreciation, allocations), and drafts exception entries from reconciliations/working papers (e.g., accruals, FX revals, intercompany). Entries flow through configurable approvals, include source-linked support, and post directly to NetSuite.
- Flux analysis: Ledge auto-drafts source-linked variance narratives from reconciled balances, surfaces cross-account/entity drivers (accounts, departments, classes, entities), and flags material movements for review—delivering a ready-to-sign flux package.
The result: instead of just tracking and organizing the close, Ledge’s AI agents work alongside finance teams as virtual teammates and actually perform the work so that finance teams shift from building to reviewing. Close cycles shrink. Audit support is ready by default.
The GL stays current all month with an automated bookkeeper
Beyond the close itself, Ledge powers continuous accounting. AI agents run in the background throughout the month to keep books current and eliminate backlog before close week even begins:
- Cash application: AI matches payments to invoices daily, extracting remittance from PDFs and emails, and posts directly to NetSuite
- Recurring Journal entries: Recurring journal entries are detected and posted daily with full context and audit traceability
- Continuous reconciliations: Transactions are matched in real-time, variances are flagged immediately with full context for quick resolution, and balances roll forward seamlessly
The result is a continuous accounting model: your GL stays up to date all month, so leaders trust mid-month balances, and when close week comes around a lot of the work has already been completed.
How Ledge automates every close workflow
Teams using Ledge close faster with AI agents that do the work across core close workflows.
With agentic AI built into every workflow, Ledge eliminates the manual steps that slow teams down. Here’s how each close workflow changes when the work is automated by AI agents.
Reconciliations
Before: Reconciliations are rebuilt manually in Excel every period. Balances are exported from NetSuite, and matched to bank statements or payment processing reports in multi-tab workbooks. Each account—bank, clearing, intercompany, accruals, prepaids, tax—requires its own spreadsheet and manual tie-outs. Variances only surface during the close, forcing late nights to chase down exceptions. Audit prep is a fire drill, with evidence scattered across shared drives and email chains.
With Ledge:
- AI agents continuously reconcile accounts by ingesting data from NetSuite, banks, and payment processors, matching transactions in real time
- Timing and FX differences are handled automatically
- Variances are flagged with context and proposed adjustments, while matched transactions auto-clear so balances roll forward cleanly
- Every reconciliation is tied to source data and is audit-ready
- For balance sheet tie-outs, Ledge links GL balances to working papers. AI parses uploaded schedules to pull the correct number and tie it to the reconciliation. No formulas to break, no PDFs to chase
The result: reconciliations are always complete and audit-ready before close week even begins.
Working papers
Before: Working papers are rebuilt each month in spreadsheets. Data is pulled manually, estimates are calculated by hand, and roll-forward logic breaks. Every period starts from scratch.
With Ledge:
- AI generates full schedules for structured working papers (e.g. accruals, payment processor flows, etc)
- For other papers, AI pre-populates the data from NetSuite, banks, payroll, or payment processors
- All working papers are tied to GL balances and roll forward cleanly
- Supporting documentation is attached automatically
The result: Your team focuses on review and explanation, not rebuilds, while auditors receive system-generated, source-linked support.
Journal entries
Before: Recurring and exception entries are constantly rebuilt manually in spreadsheets and uploaded to NetSuite via CSV. Errors are much more likely, and approvals and documentation can become inconsistent and scattered.
With Ledge:
- Recurring journal entries are detected and posted automatically throughout the month
- Exception journal entries are drafted by AI with full context and source data attached for review and approval
- Entries flow through built-in approvals and post directly to NetSuite with full context and human in the loop review
- Every entry includes full context, linked support, and a full audit trail
The result: Journal entries are automated, standardized, and audit-ready by default, and the team shifts from preparers to reviewers.
Flux analysis
Before: Teams hunt through GL and subledger data to figure out what changed and why. Tools are limited, drivers are hard to pinpoint, and explanations are often shallow or repetitive.
With Ledge:
- AI agents generate draft flux narratives, tied to source transactions
- Drivers are surfaced across accounts, departments, classes, and entities
- Explanations are accurate, consistent, and packaged for controller or CFO review
The result: You still own the review—but the heavy lifting is done for you.
Close checklist & controls
Before: The checklist is just a tracker. Tasks show status, not progress. Dependencies aren’t visible. Work is scattered across tools. Data is downloaded from multiple different sources. Grunt work is still done in spreadsheets.
With Ledge:
- The checklist itself is agentic—every task is pre-populated with live data, reconciliations, entries, or working papers generated by AI agents
- Reconciliations, journal entries, working papers, and flux are prepared in-line
- Approvals and evidence are built into the platform, and every action leaves a traceable record
- Dependencies and risks are flagged automatically
Daily bookkeeping
Cash application, recurring journal entries, and reconciliations
Before: Recurring tasks like cash application and journal entry posting require hours of daily work to stay on top of, or pile up until close week. Reconciliations don’t start until the period ends. Teams go “all hands on close” to catch up, and interim balances are unreliable.
With Ledge:
- AI agents match and apply payments daily, including remittance extraction
- Recurring journal entries are posted automatically during the month
- Reconciliations run continuously in the background, with exceptions flagged in real time
- The GL stays current, so the close starts with fewer backlogs and more trust in the numbers
The result: when close week starts, much of the work is already done.
How Ledge’s NetSuite integration works
Ledge is built to run your close automatically — not just track it. Here’s how it works behind the scenes:
Direct integrations with your systems
Ledge connects directly to NetSuite, banks, payment processors, HR platforms, and other source systems. That means AI agents can pull real-time data into the platform and act on it immediately — matching transactions, preparing entries, and generating working papers without waiting on exports or CSV uploads.
Every task starts with the work already done
Instead of assigning blank tasks, Ledge pre-loads each one with the data and draft work you need. A reconciliation task comes with matched transactions and proposed entries. A journal entry task includes a draft JE with source-linked support. A working paper task comes pre-filled and rolled forward. That means finance teams review and approve — not rebuild.
Onboarding is simple
Ledge is built for NetSuite. We’re an official NetSuite SDN partner, and our certified SuiteApp installs in minutes — no custom mapping, no IT lift.
Click to import your checklist. Click to connect banks, payroll, and payment systems. Ledge pulls in your real data and starts automating the work, using the process you already know.
It’s the fastest way to put automation to work on your close — with NetSuite’s stamp of approval.
Ledge is designed for modern finance teams on NetSuite
Ledge isn’t built for everyone. Early-stage startups usually find Excel “good enough,” while massive enterprises often turn to legacy systems like BlackLine or Trintech.
The teams that see the biggest impact are mid-sized, high-growth companies running on NetSuite, typically between 200 and 5,000 employees, where transaction volumes are high, audits are frequent, and automation has become a priority. These finance teams need a solution that delivers speed, accuracy, and audit readiness without the heavy lift of enterprise software.
With Ledge, they get automation that feels built for their scale: powerful enough to handle complexity, but simple enough to roll out quickly and run every day.
The outcome: continuous accounting
With Ledge, the close becomes a continuous process rather than a monthly all-hands scramble.
Reconciliations, journal entries, and working papers are automated, variances are flagged as they happen, and the GL reflects reality in real time. Finance teams move from reactive fire drills to proactive, always-on operations to deliver accuracy, insight, and audit readiness every day.
More resources
- Multi-entity journal entries: Why they’re slowing your close (and how AI fixes it)
- 8 AI reconciliation use cases and examples
- Home365 cuts payment inquiry workload by 95% with real-time visibility from Ledge
