Jitterbit + Ledge integration
By integrating Jitterbit and Ledge, finance teams can automatically pull and prepare integrated data from multiple systems into the close with agentic AI, so reconciliations and supporting schedules are ready for review instead of manually stitched together.
Use integrated system data in the close without rebuilding it every month
But during the month-end close, finance teams must navigate the repetitive busywork of extracting data from downstream systems, reconciling differences between sources, and rebuilding combined datasets in spreadsheets.
This creates recurring friction that requires finance teams to reassemble data manually every period, before accounting work begins.
Ledge removes that rebuild. Workflow-specific AI agents, purpose-built and managed by finance, pull data from systems connected through Jitterbit and prepare reconciliations, schedules, and supporting workpapers automatically.
What makes Jitterbit + Ledge different
Jitterbit connects multiple upstream systems; however finance still needs to manually reconcile outputs across those sources.
Ledge agents pull that integrated data and prepare reconciliations that reflect a consistent, close-ready dataset without manual consolidation.
Differences between systems such as ERP, billing, and CRM often create reconciling items that require investigation.
Ledge generates workpapers that trace balances back to their originating systems, making cross-system differences visible and auditable.
How the Jitterbit + Ledge integration works
Securely connect Jitterbit-connected systems to Ledge in minutes using API credentials.
Use Ledge’s Agent Studio to build workflow-specific AI agents, applying your reconciliation and consolidation logic, in plain language.
AI agents automatically pull fresh data, rebuild workpapers, and prepare reconciliations each period so your team starts the close in review.
Close faster with the work done-for-you
Work prepared by AI agents
Cross-system reconciliations, consolidated schedules, and supporting workpapers are prepared before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to underlying system data connected through Jitterbit.
Review instead of preparation
Accountants investigate differences across systems and approve results instead of manually stitching data together.
Audit-ready by default
Source data, transformations, calculations, and approvals are captured automatically as part of the close.
Full close visibility
Jitterbit-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Jitterbit is treated as a data integration layer that feeds connected system data into close workflows.
No. Ledge prepares reconciliations and supporting work, while your ERP and source systems remain the systems of record.
Yes. Workpapers are generated as fully editable spreadsheets with formulas and traceability to source data.
No. All work is reviewed and approved by your team before posting.
Workflow-specific AI agents, built by finance within Ledge, pull data from underlying systems and prepare reconciliations that reflect consistent, consolidated outputs across sources.
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 integration layers like Jitterbit, 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 integrated data flows into Ledge’s agent-driven close and how to eliminate manual rebuilds across systems.
