ConexPay + Ledge Integration
By integrating ConexPay and Ledge, finance teams automatically pull and prepare virtual card and payment data for the close, so reconciliations and settlement matching are ready for review instead of rebuilt manually.
Reconcile virtual card payments without rebuilding ConexPay reports every month
This creates a recurring problem where payment activity, funding events, and settlement data are pulled and rebuilt in spreadsheets every period before accounting work begins.
Ledge removes that rebuild. AI agents pull ConexPay data directly into the close and prepare payment reconciliations, settlement tie-outs, and supporting workpapers automatically.
What makes ConexPay + Ledge different
ConexPay workflows include virtual card issuance, authorization, funding, and settlement, which create timing differences across payment activity and cash movement.
Ledge agents pull this data and prepare reconciliations that reflect each step in the payment lifecycle without manual reconstruction.
Virtual card transactions, fees, and settlements often create reconciling items that are difficult to track across systems.
Ledge generates Excel workpapers with full traceability from GL balances back to underlying ConexPay transactions and settlement activity.
How the ConexPay + Ledge integration works
Securely connect ConexPay to Ledge in minutes using API credentials, with support for multiple accounts and entities.
Use Ledge’s Agent Studio to define how ConexPay data supports your close, including payment matching and settlement logic, in plain language.
Agents automatically pull fresh ConexPay data, rebuild workpapers, and prepare reconciliations each period so your team starts in review.
Close faster with the work done-for-you
Work prepared by AI agents
Virtual card reconciliations, settlement matching, and payment schedules are prepared before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to ConexPay payment data.
Review instead of preparation
Accountants investigate payment flows and approve results instead of manually matching transactions and rebuilding reports.
Audit-ready by default
Payment activity, settlement data, calculations, and approvals are captured automatically as part of the close.
Full close visibility
ConexPay-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
ConexPay is treated as a payments data source that feeds close workflows, including virtual card transactions, funding events, and settlements.
No. Ledge prepares reconciliations and supporting work, but posting and final accounting records remain in your ERP.
Yes. Workpapers are generated as fully editable spreadsheets with formulas, rollforwards, and traceability to ConexPay data.
No. All work is reviewed and approved before posting.
AI agents, purpose-built and managed by finance, pull transaction, funding, and settlement data from ConexPay and prepare reconciliations that reflect timing differences across each step of the payment lifecycle.
What is Ledge?
Ledge is a close management platform that uses AI agents to execute the close work under your team’s direction.
Workflow-specific AI agents, purpose-built by finance, pull data from systems like your ERP, banks, HRIS, AP platforms, CRM, billing systems, and payment processors like ConexPay, then prepare reconciliations, schedules, and journal entries.
Ledge combines close orchestration, Excel-native workpapers, and human-in-the-loop approvals in a single platform.
Request a demo
See how ConexPay data flows into Ledge’s agent-driven close and how to eliminate manual rebuilds from your payment workflows.
