Atlar + Ledge Integration
By integrating Atlar and Ledge, finance teams use AI agents to automatically pull and prepare banking data into the close.
Reconcile cash and bank activity without rebuilding exports every month
This creates a recurring problem. The same bank data is pulled, cleaned, and rebuilt every period before any real accounting work begins.
Ledge removes that rebuild. AI agents, purpose built by finance using your own logic, pull Atlar data directly into the close, and prepare bank reconciliations, cash rollforwards, and supporting workpapers automatically.
What makes Atlar + Ledge different
Atlar aggregates bank activity across multiple accounts and regions. Finance teams can build AI agents to work with this data directly, to prepare reconciliations and rollforwards across entities without manual consolidation.
With Ledge, bank transactions, balances, and movements are pulled and structured into reconciliation-ready workpapers, so teams can tie cash activity to GL balances without rebuilding logic.
How the Atlar + Ledge integration works
Securely connect Atlar to Ledge in minutes using API credentials. Setup is fast and supports multiple bank accounts and entities.
Use Ledge’s Agent Studio to define, exactly, how Atlar data is part of your close. Describe reconciliation workflows and cash tie-outs in plain language and create custom AI agents to handle the workflows.
AI agents, purpose-built by finance, automatically pull fresh Atlar data, rebuild workpapers, and prepare reconciliations each period. Your team reviews and approves.
Close faster with the work done-for-you
Work prepared by AI agents
Bank reconciliations, cash rollforwards, transaction matching, and flux support are prepared before review begins.
Excel-native outputs
AI agents, purpose-built by finance, generate fully editable Excel workpapers with live formulas, rollforwards, and traceability to bank transactions.
Review instead of preparation
Accountants focus on investigating reconciling items and approving results instead of exporting and cleaning bank data.
Audit-ready by default
Source transactions, balances, calculations, and approvals are captured as part of the close.
Full close visibility
Atlar-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Atlar is treated as a banking data source that feeds close workflows.
No. Ledge prepares the work, but your banking and ERP systems remain unchanged.
Yes. Workpapers are generated as fully editable spreadsheets.
No. All work is reviewed and approved before posting.
What is Ledge?
Ledge is a close management platform that uses AI agents to execute the close work under your team’s direction.
AI agents, purpose-built and operating under the direction of your finance team, pull data from systems like your ERP, banks, HRIS, billing platforms, and banking layers like Atlar, then prepare reconciliations, schedules, and journal entries.
Ledge combines close orchestration, Excel-native workpapers, and human-in-the-loop approvals in a single platform.
Request a demo
See how Atlar data flows into Ledge’s agent-driven close by eliminating manual rebuilds.
