Monto + Ledge Integration
By integrating Monto and Ledge, finance teams can automatically pull and prepare AP and invoice data into the close with agentic AI, so reconciliations and accrual schedules are ready for review instead of rebuilt manually.
Reconcile AP and invoices without rebuilding Monto reports every month
But during the month-end close, finance teams must navigate the repetitive busywork of exporting invoice data, tracking approval status, and rebuilding accrual and liability schedules in spreadsheets.
This creates recurring friction that requires finance teams to reconstruct AP activity manually every period before accounting work begins.
Ledge removes that rebuild. Workflow-specific AI agents, purpose-built and managed by finance, pull Monto data directly into the close and prepare AP reconciliations, accrual schedules, and supporting workpapers automatically.
What makes Monto + Ledge different
Monto tracks invoice receipt, approval, and payment status, which directly impacts expense recognition and liabilities.
Workflow specific AI agents, purpose-built in Ledge, pull this data and prepare schedules that reflect open invoices, accrued expenses, and period activity without manual reconstruction.
Timing differences between invoice receipt, approval, and payment often create reconciling items.
Ledge generates workpapers that trace balances back to underlying Monto invoices and statuses, making differences visible and auditable.
How the Monto + Ledge integration works
Securely connect Monto to Ledge in minutes with a simple API
Use Ledge’s Agent Studio to build workflow-specific AI agents, carrying through your accrual and reconciliation 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
AP reconciliations, invoice-level accruals, and liability rollforwards are prepared before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to Monto invoice data.
Review instead of preparation
Accountants investigate accruals and approve results instead of rebuilding AP schedules.
Audit-ready by default
Invoice data, calculations, and approvals are captured automatically as part of the close.
Full close visibility
Monto-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Monto is treated as an AP data source that feeds close workflows, including invoices, approvals, and liabilities.
No. Ledge prepares reconciliations and supporting work, while your ERP remains the system of record.
Yes. Workpapers are generated as fully editable spreadsheets with formulas and traceability to Monto data.
No. All work is reviewed and approved by your team before posting.
Workflow-specific AI agents, built by finance within Ledge, pull invoice and approval data and prepare schedules that reflect timing differences between expense recognition and payment.
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 like Monto, 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 Monto data flows into Ledge’s agent-driven close and how to eliminate manual rebuilds from your AP workflows.
