Lob + Ledge Integration
By integrating Lob integration and Ledge, finance teams automatically pull and prepare mail-driven operational data into the close with agentic AI, so billing support, address-driven adjustments, and related reconciliations are ready for review instead of tracked manually.
Use mail and address-driven activity in the close without rebuilding it every month
But during the month-end close, finance teams must manually track what was sent, reconcile billing activity, and rebuild supporting schedules in spreadsheets to reflect operational outputs.
This creates recurring friction where mail-driven activity is manually tied back to accounting records every period before close work begins.
Ledge removes that rebuild. Workflow-specific AI agents, purpose-built and managed by finance, pull Lob data directly into the close and prepare billing support, operational schedules, and reconciliations automatically.
What makes Lob + Ledge different
Lob events such as invoice delivery, check issuance, and customer communications often support revenue recognition, collections, or expense tracking.
Ledge agents pull this activity and prepare schedules that reflect what was actually sent and processed during the period.
Address validation, delivery outcomes, and returned mail can create discrepancies that impact billing or collections.
Ledge generates Excel workpapers with full traceability from GL balances back to Lob activity, including delivery status and exceptions.
How the Lob + Ledge integration works
Securely connect Lob to Ledge in minutes using API credentials.
Use Ledge’s Agent Studio to build workflow-specific AI agents that apply your billing support and reconciliation logic in plain language.
AI agents automatically pull fresh Lob data, rebuild workpapers, and prepare schedules each period so your team starts the close in review.
Close faster with the work done-for-you
Work prepared by AI agents
Billing support schedules, mail-driven reconciliations, and operational tie-outs are prepared before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to Lob mail and delivery data.
Review instead of preparation
Accountants investigate exceptions and approve results instead of manually tracking mail activity.
Audit-ready by default
Mail events, delivery outcomes, calculations, and approvals are captured automatically as part of the close.
Full close visibility
Lob-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Lob is treated as an operational data source that feeds close workflows, particularly for billing support and mail-driven processes.
No. Ledge prepares supporting schedules and reconciliations, while your ERP and billing systems remain the systems of record.
Yes. Workpapers are generated as fully editable spreadsheets with formulas and traceability to Lob data.
No. All work is reviewed and approved by your team before posting.
Workflow-specific AI agents pull Lob activity data and prepare schedules that reflect mail-driven events such as invoice delivery and check issuance, tying them back to accounting outputs.
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 operational platforms like Lob, 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 Lob data flows into Ledge’s agent-driven close and how to eliminate manual rebuilds from your billing support workflows.
