Braintree + Ledge integration
By integrating Braintree and Ledge, finance teams automatically pull and prepare payments data for the close.
Reconcile payments and settlements without rebuilding Braintree reports every month
This creates a recurring problem. The same payment 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 Braintree data directly into the close, and prepare reconciliations, payout tie-outs, and supporting workpapers automatically.
What makes Braintree + Ledge different
Braintree activity includes charges, refunds, and fees that must be tied to payouts. Ledge agents prepare reconciliations that connect transaction activity to cash movement.
Payment fees and settlement delays create reconciling items. Ledge workpapers highlight these differences with full traceability.
How the Braintree + Ledge integration works
Securely connect Braintree to Ledge in minutes using API credentials.
Use Ledge’s Agent Studio to define how Braintree data supports your close.
Agents automatically pull data, rebuild workpapers, and prepare reconciliations each period.
Close faster with the work done-for-you
Work prepared by AI agents
Payment reconciliations, settlement tie-outs, fee schedules, and flux support are prepared before review begins.
Excel-native outputs
Workflow-specific AI agents, purpose-built by finance, generate Excel workpapers with formulas and traceability to Braintree data.
Review instead of preparation
Teams focus on exceptions and approvals instead of rebuilding payment reports.
Audit-ready by default
All transactions, fees, calculations, and approvals are captured during the close.
Full close visibility
Braintree-driven tasks are tracked alongside the rest of the month-end close.
FAQ
In Ledge, Braintree is treated as a payments data source that feeds close workflows.
No. Ledge prepares the work, but posting follows your ERP process.
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 pull data from systems like your ERP and payment processors like Braintree, then prepare reconciliations and journal entries.
Request a demo
See how Braintree data flows into Ledge’s agent-driven close by eliminating manual rebuilds.
