Looker + Ledge Integration
With the Looker integration for Ledge, finance teams can automatically pull and prepare reporting data and metrics for the month-end close so variance analysis, reporting tie-outs, and supporting schedules are ready for review instead of rebuilt manually.
Stop rebuilding reporting tie-outs and variance analysis every close
This creates repetitive, time-consuming friction every month: downloading reports, reconciling definitions, reformatting data, and manually tying metrics back to the GL.
Ledge eliminates that rebuild. AI agents, purpose-built by finance, pull Looker data directly into close workflows, prepare variance analysis, reporting tie-outs, and supporting schedules, and move the team into review and approval instead of manual data preparation.
What makes Looker + Ledge different
Looker is built for analytics, not close execution. Metrics are defined in dashboards and explorers, but accounting teams still need to translate those metrics into close-ready support that ties to financial statements.
With Looker connected to Ledge, AI agents—purpose-built and governed by finance—pull the exact datasets used in reporting and prepare structured workpapers that tie operational metrics to financial results. This makes reporting data usable during the close, not just visible.
One of the hardest parts of using BI data in the close is consistency. Metric definitions in Looker (for example revenue, bookings, or customer activity) often need to be aligned with accounting definitions in the ERP.
Ledge allows teams to define how Looker data maps to financial workflows. AI agents, under the control of your finance team, consistently apply that logic each period to help investigate variance drivers, reconcile reporting to the GL, and maintain consistent definitions across reporting and accounting.
How the Looker + Ledge integration works
Securely connect Looker to Ledge in minutes using an API key or service account. Setup is fast, flexible, and supports multiple dashboards, models, and data sources.
Use Ledge’s Agent Studio to configure how to ingest Looker data into your unique close process. Describe workflows in plain language, such as tying operational metrics to revenue or supporting flux analysis, and create custom agents in minutes.
Each period, Ledge’s AI agents automatically pull fresh Looker data, rebuild Excel workpapers with live formulas, and prepare reconciliations, reporting tie-outs, and variance analysis. Finance reviews and approves instead of rebuilding spreadsheets each month.
A faster, more controlled close with reporting data prepared
Prepared reporting tie-outs
Looker data is automatically tied to financial results before review begins.
Excel-native workpapers
Excel-native workpapers are fully editable spreadsheets with live formulas and built-in traceability to source data within Looker.
Exception-focused review
Teams focus on explaining differences, not assembling data.
Consistent period alignment
Reporting and financial data stay in sync every close.
Audit-ready support
All source data, logic, and calculations are captured as part of the close.
FAQ
Looker is treated as a reporting and analytics data source that feeds agent-driven close workflows. It is not a standalone reporting tool within Ledge.
No. Ledge works alongside your ERP and Looker. Agents use Looker data to prepare close work, while your ERP remains the system of record.
Yes. Ledge is Excel-native. Agents generate workpapers that your team can open, edit, and review with full transparency.
No. Ledge is human-in-the-loop by default. Agents prepare the work; accountants review and approve before anything is posted.
What is Ledge?
Ledge is an agent-driven close management platform where AI agents execute the work of the close under your team’s direction.
Each close task has its own agent that pulls data from systems like your ERP, banks, HRIS, AP platforms, CRM, billing systems, and reporting tools like Looker. AI agents, controlled by finance, prepare reconciliations, schedules, flux analysis, and draft journal entries before the task is opened.
Ledge combines:
- Close orchestration
- Agent-driven execution
- Excel-native workpapers
- Human-in-the-loop approvals
The result is a close that runs on prepared work, not manual rebuilds.
See the Looker + Ledge integration in action
Request a demo to see how Looker data flows into your close, and how reporting tie-outs and variance analysis are prepared automatically as part of an agent-driven close.
