Certinia + Ledge Integration
By integrating Certinia and Ledge, finance teams automatically pull and prepare ERP data for the close.
Stop rebuilding ERP-based workpapers every close
This creates a recurring problem. The same ERP data is pulled and rebuilt every period before accounting work begins.
Ledge removes that rebuild. AI agents, purpose built by finance using your own logic, pull Certinia data directly into the close and prepare workpapers automatically.
What makes Certinia + Ledge different
Instead of exporting reports, AI agents built using Ledge prepare reconciliations, schedules, and journal entries directly from Certinia data.
Certinia includes project accounting and revenue schedules. Ledge agents prepare supporting schedules and reconciliations aligned to those workflows.
How the Certinia + Ledge integration works
Securely connect Certinia to Ledge using API credentials.
Define workflows in Agent Studio using natural language.
AI agents pull data, rebuild workpapers, and prepare outputs automatically.
Close faster with the work done-for-you
Work prepared by AI agents
Reconciliations, rollforwards, revenue schedules, and journal entries are prepared before review.
Excel-native outputs
AI agents generate Excel workpapers with formulas and traceability to Certinia data.
Review instead of preparation
Teams focus on validation instead of rebuilding ERP reports.
Audit-ready by default
All data, logic, and approvals are captured during the close.
Full close visibility
Certinia-driven tasks are tracked alongside the rest of the close.
FAQ
Certinia is treated as an ERP data source that feeds close workflows.
No. Ledge prepares the work, but Certinia remains the system of record.
Yes.
No.
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 ERP data from systems like Certinia and prepare reconciliations and schedules automatically.
Request a demo
See how Certinia data flows into Ledge’s close management platform with AI agents.
