Microsoft Dynamics 365 + Ledge Integration
By integrating Microsoft Dynamics 365 and Ledge, finance teams can automatically pull and prepare ERP data into the close with agentic AI, so reconciliations and supporting schedules are ready for review instead of rebuilt manually.
Prepare close work from Microsoft Dynamics 365 without rebuilding it every month
But during the month-end close, finance teams must navigate the repetitive busywork of exporting trial balances, pulling transaction details, and rebuilding reconciliations and schedules in spreadsheets.
This creates recurring friction where GL and subledger data are manually extracted and reshaped every period before accounting work begins.
Ledge removes that rebuild. Workflow-specific AI agents, purpose-built and managed by finance, pull Microsoft Dynamics 365 data directly into the close and prepare reconciliations, rollforwards, and supporting workpapers automatically.
What makes Microsoft Dynamics 365 + Ledge different
Microsoft Dynamics 365 includes GL balances, journal entries, and subledger activity such as AR, AP, and fixed assets.
AI agents, purpose-built by finance in Ledge, pull this data and prepare reconciliations and schedules that reflect both summary balances and underlying activity without manual extraction.
Close workflows often require tying balances across entities and reconciling subledgers back to the GL.
Ledge generates workpapers that trace balances back to Microsoft Dynamics 365 transactions and subledger detail, making differences visible and auditable.
How the Microsoft Dynamics 365 + Ledge integration works
Securely connect Microsoft Dynamics 365 to Ledge in minutes using API credentials.
Use Ledge’s Agent Studio to build workflow-specific AI agents, applying your reconciliation and close logic in plain language.
AI agents automatically pull fresh Microsoft Dynamics 365 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
Account reconciliations, subledger tie-outs, intercompany schedules, and rollforwards are prepared before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to Microsoft Dynamics 365 GL and subledger data.
Review instead of preparation
Accountants investigate balances and approve results instead of rebuilding reconciliations from exports.
Audit-ready by default
Transactions, subledger activity, calculations, and approvals are captured automatically as part of the close.
Full close visibility
Microsoft Dynamics 365-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Microsoft Dynamics 365 is treated as the ERP data source that feeds close workflows, including GL balances, transactions, and subledger activity.
No. Microsoft Dynamics 365 remains your system of record, and Ledge prepares the close work using that data.
Yes. Workpapers are generated as fully editable spreadsheets with formulas and traceability to Microsoft Dynamics 365 data.
No. All work is reviewed and approved by your team before posting.
Workflow-specific AI agents, built by finance within Ledge, pull GL and subledger data and prepare reconciliations that tie subledgers to the GL and reflect intercompany activity.
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 such as Microsoft Dynamics 365, banks, HRIS, AP platforms, CRM, billing systems, and more, 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 Microsoft Dynamics 365 data flows into Ledge’s agent-driven close and how to eliminate manual rebuilds from your core accounting workflows.
