Carta + Ledge Integration
With the Carta integration for Ledge, equity compensation and stock-based compensation data is automatically pulled and prepared for the month-end close, so SBC accruals, rollforwards, and variance support are ready for review—not rebuilt manually.
Bring equity and SBC data into the close—without manual rebuilds
The result is recurring close friction. Accountants rebuild SBC schedules, re-tie expense and liability balances, and manually explain period-over-period movement driven by new grants, forfeitures, or vesting.
Ledge removes that rebuild by equipping finance with AI agents that help with executing the close. With AI, Carta becomes a direct input to the close, with AI agents preparing equity-related close work automatically and consistently every period.
What makes Carta + Ledge different
Stock-based compensation directly impacts operating expenses, accrued liabilities, and disclosures. With Carta connected to Ledge, agents pull the specific grant, vesting, and expense data required for close tasks and prepare supporting workpapers automatically—instead of relying on one-off exports.
Carta is optimized for equity administration and valuation. Ledge is optimized for accounting execution. Ledge agents rebuild SBC schedules, rollforwards, and expense allocations each close and align them to GL balances, so changes from new grants, forfeitures, and vesting are clear and auditable.
How the Carta + Ledge integration works
Securely connect Carta to Ledge using a native, lightweight integration. Setup is fast and flexible enough to support multiple entities, equity plans, and grant types.
Use Ledge’s Agent Studio to configure how Carta data supports your close. Describe the workflow in plain language—such as SBC expense calculations, department-level allocations, or equity-related flux analysis—and create a custom agent in minutes.
Each period, agents automatically pull fresh Carta data, rebuild Excel workpapers with live formulas, and prepare SBC schedules and accruals before the task is opened. Your team reviews and approves instead of rebuilding.
Equity-driven close work, prepared automatically
Prepared work, not manual rebuilds
SBC expense schedules, vesting rollforwards, forfeiture analysis, and variance drivers are prepared automatically each close.
Excel-native outputs
Agents generate fully editable Excel workpapers with live formulas, rollforwards, and clear traceability back to Carta and the GL.
Review instead of preparation
Accountants focus on judgment, exceptions, and approval—not exporting equity data and fixing spreadsheets.
Consistent, auditable AR close
The same logic runs every period, reducing errors and late-close surprises around equity accounting.
Full visibility inside the close
Carta-driven tasks are tracked alongside the rest of the close, with clear ownership, status, and approvals.
FAQ
Carta is treated as an equity and stock-based compensation data source that feeds agent-driven close workflows. It is not a standalone accounting or reconciliation tool.
No. Ledge works alongside your ERP and equity administration systems. Carta data is used to prepare close work, while posting and final balances remain in your ERP.
Yes. Ledge is Excel-native. Agents generate Excel workpapers that your team can open, review, and adjust as needed.
No. Ledge is human-in-the-loop by default. 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 systems like your ERP, banks, HRIS, AP platforms, CRMs, billing systems, and equity platforms like Carta. 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 Carta + Ledge integration in action
Request a demo to see how Carta equity data fits into an agent-driven close—and how stock-based compensation work becomes close-ready without added manual effort.
