AvidXchange + Ledge Integration
With the AvidXchange integration for Ledge, AI agents automatically pull and prepare AP and invoice data for the month-end close—so vendor accruals, invoice reconciliations, and payment-related schedules are ready for review, not rebuilt by hand.
Eliminate AP and invoice rebuilds during the close
Most accounting teams still export AvidXchange reports, copy them into spreadsheets, reconcile invoices to the GL, and manually rebuild AP rollforwards and accrual schedules every month. The same invoice logic resets each close, slowing timelines and increasing risk.
Ledge removes that reset. AvidXchange becomes a direct data source for the close, and agents prepare AP and invoice-related work consistently every period.
What makes AvidXchange + Ledge different
AvidXchange is built to manage invoice intake and approvals, not to produce close-ready accounting support. With AvidXchange connected to Ledge, AI agents, customized and managed by finance, pull the exact invoice and AP data required for close tasks—approved invoices, unpaid liabilities, and payment status—and automatically rebuild supporting workpapers in your existing formats.
Differences between invoice approval dates, service periods, and payment timing often drive accrual complexity. Ledge agents rebuild AP and accrual schedules every close using fresh AvidXchange data, so liabilities, reversals, and period cutoffs reflect what was actually approved and outstanding at month end.
How the AvidXchange + Ledge integration works
Securely connect AvidXchange to Ledge using a native, lightweight integration. Setup is fast and flexible enough to support multiple entities and invoice workflows.
Use Ledge’s Agent Studio to configure how AvidXchange data supports your close. Describe accrual logic, cutoff rules, or invoice-to-GL mapping in plain language and create a custom agent in minutes.
Each period, AI agents automatically pull fresh AvidXchange data, rebuild Excel workpapers with live formulas, and prepare accruals, reconciliations, and draft journal entries. Your team reviews and approves instead of rebuilding.
AP and invoice close work, prepared automatically
Prepared work, not manual rebuilds
AP rollforwards, invoice accrual schedules, unpaid liability reports, and supporting reconciliations are built before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas, rollforwards, and clear traceability back to AvidXchange source data.
Review instead of preparation
Accountants focus on exceptions, judgment, and approval rather than exporting invoice reports and stitching spreadsheets.
Audit-ready by default
Source data, assumptions, calculations, approvals, and changes are captured as part of the close—not reconstructed later.
Full close visibility
AvidXchange-driven tasks are tracked alongside the rest of the close, with clear ownership, dependencies, and status.
FAQ
AvidXchange is treated as an AP and invoice data source that feeds agent-driven close workflows. It is not a standalone reconciliation or close tool.
No. Ledge works alongside your ERP and AP systems. AvidXchange data is used to prepare close work, while posting follows your existing ERP approval process.
Yes. Ledge is Excel-native. Agents generate and maintain Excel workpapers that your team can open, edit, and review.
No. Ledge is human-in-the-loop by default. AI agents prepare the work; accountants review and approve before anything posts.
What is Ledge?
Ledge is an agent-driven close management platform where AI agents don’t just track progress—they execute close work under your team’s direction.
Each close task can have its own agent that pulls data from your ERP, banks, HRIS, AP platforms like AvidXchange, CRMs, and billing systems. Agents prepare reconciliations, schedules, flux analysis, and draft journal entries before the task is even opened.
Ledge combines close orchestration, Excel-native workpapers, and human-in-the-loop approvals in a single platform—so the close runs on prepared work, not manual rebuilds.
See the AvidXchange + Ledge integration in action
Request a demo to see how AvidXchange fits into an agent-driven close, and how invoice and AP data become close-ready without added manual work.
