Automated accounting for vertical SaaS finance teams
Run the month-end close with AI agents that execute vertical SaaS accounting work end to end — preparing customer-level working papers, revenue schedules, journal entries, and flux — while your team stays in Excel and NetSuite.
With Ledge, we can scale reconciliation without scaling headcount.
We were able to go live quickly without R&D or costly implementers & saw very fast time to value.”
Run the close with AI agents — not manual rebuilds
As vertical SaaS companies scale, accounting work gets rebuilt every period across customers, contracts, entities, and bespoke revenue structures.
Ledge replaces that rebuild work with AI agents that execute your close the same way every time — while keeping judgment, review, and control firmly with your team.
Automate rebuild-heavy accounting work
AI agents prepare customer-level reconciliations, revenue schedules, working papers, and journal entries the same way every period.
Reduce errors before review
Dependencies across customer data, revenue schedules, and close tasks are enforced automatically, reducing late surprises.
Keep judgment where it belongs
Agents do the preparation; accountants focus on exceptions, customer-specific issues, and decisions.
Discover Ledge
A single platform where AI agents execute accounting workflows and orchestrate the close.
Automated vertical SaaS accounting execution — powered by AI agents
Execute vertical SaaS accounting work end to end
- Prepare working papers automatically: Agents pull ERP and source data and generate customer- and contract-level spreadsheets with live formulas.
- Apply revenue and accounting logic consistently: Revenue recognition, deferrals, allocations, and estimates follow the same logic every period.
- Review work already prepared: Outputs are delivered review-ready, with agents pausing for approval before anything posts.
Run the close as a coordinated system
- See close status by entity, account, and customer: Understand where customer-level balances and schedules stand — not just overall progress.
- Enforce the right order of work: Revenue schedules, accruals, and reconciliations move forward only when upstream customer data is complete.
- Surface issues before review: Customer-specific variances and exceptions appear early.
Support customer-driven complexity without manual work
- Handle customer-level revenue and accrual accounting: Revenue schedules, accrual workpapers, and customer-level adjustments are prepared consistently and reviewed every period.
- Support multi-entity vertical SaaS structures: Subsidiaries, customer hierarchies, and intercompany activity are built into execution.
- Maintain consistency over time: The close runs the same way as customers, products, and vertical requirements evolve.
Your vertical SaaS close workflows executed by AI agents, end to end
Ledge prepares the work inside your close checklist across the workflows vertical SaaS accounting teams run every month. Any workflow you can describe, you can automate.
Audit-ready accounting, by default.
Embed controls into execution
Reviews, approvals, and segregation of duties are enforced as work happens.
Preserve accounting context
Customer-specific assumptions, comments, and reviewer decisions carry forward period to period.
Produce defensible close documentation
Auditors see how balances were prepared, reviewed, and approved — down to customer-level detail.
Maintain a complete close record
Every task, approval, and change is logged automatically by AI agents.
Scale your vertical SaaS close without scaling headcount
Replace manual rebuilds with AI agents — and let your accounting team focus on judgment, not mechanics.
