Checkout + Ledge Integration
By integrating Checkout and Ledge, finance teams automatically pull and prepare payments data for the close, so reconciliations and payouts are ready for review instead of rebuilt manually.
Reconcile payments and settlements without rebuilding Checkout reports every month
This process repeats every month. The same data is pulled, cleaned, and rebuilt before accounting work begins.
Ledge removes that rebuild. AI agents pull Checkout data directly into the close and prepare reconciliations, payout tie-outs, and supporting workpapers automatically.
What makes Checkout + Ledge different
Checkout data includes transactions, refunds, fees, and payouts. These create timing differences between activity and cash.
Ledge agents prepare reconciliations that connect transaction-level activity to settlement-level cash movement.
Fees and settlement delays often create reconciling items.
Ledge generates Excel workpapers with full traceability from GL balances to underlying Checkout transactions.
How the Checkout + Ledge integration works
Securely connect Checkout to Ledge using API credentials. Setup is fast and supports multiple accounts.
Use Ledge’s Agent Studio to define how Checkout data supports your close in plain language.
Agents pull fresh data and prepare reconciliations and workpapers each period. Your team reviews and approves.
Close faster with prepared payments work
Work prepared by AI agents
Payment reconciliations, payout tie-outs, and fee schedules are prepared before close period begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to Checkout transaction data.
Review instead of preparation
Accountants investigate reconciling items and approve results instead of rebuilding payment reports.
Audit-ready by default
Source transactions, fees, calculations, and approvals are captured automatically.
Full close visibility
Checkout-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Checkout is a payments data source that feeds close workflows.
No. Ledge prepares work; posting remains in your ERP.
Yes. Outputs are fully editable spreadsheets.
No. All work is reviewed and approved.
What is Ledge?
Ledge is an agent-driven close management platform where AI agents pull data from systems like your ERP, banks, HRIS, billing systems, and payment processors like Checkout to prepare close work.
It combines close orchestration, Excel-native workpapers, and human-in-the-loop approvals.
