Moss + Ledge Integration
By integrating Moss with Ledge, finance teams can automatically pull and prepare spend and card data into the close with agentic AI, so expense reconciliations and schedules are ready for review instead of rebuilt manually.
Reconcile spend and expenses without rebuilding Moss reports every month
But during the month-end close, finance teams must navigate the repetitive busywork of exporting transaction data, validating receipts, and rebuilding expense and prepaid schedules in spreadsheets.
This creates recurring friction that requires finance teams to reconstruct spend activity manually every period before accounting work begins.
Ledge removes that rebuild. Workflow-specific AI agents, purpose-built and managed by finance, pull Moss data directly into the close and prepare expense reconciliations, prepaid schedules, and supporting workpapers automatically.
What makes Moss + Ledge different
Moss tracks transactions, receipts, and categorization that directly impact expense recognition and prepaid balances.
Workflow-specific AI agents, purpose-built using Ledge Agent Studio, pull this data and prepare schedules that reflect period spend, accruals, and prepaid movements without manual reconstruction.
Timing differences between transaction date, receipt submission, and accounting treatment often create reconciling items.
Ledge generates workpapers that trace balances back to underlying Moss transactions and receipts, making differences visible and auditable.
How the Moss + Ledge integration works
Securely connect Moss to Ledge in minutes using API credentials.
Use Ledge’s Agent Studio to build workflow-specific AI agents, applying your expense recognition 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
Card reconciliations, expense schedules, and prepaid rollforwards are prepared before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to Moss transaction and receipt data.
Review instead of preparation
Accountants investigate expense classifications and approve results instead of rebuilding spend reports.
Audit-ready by default
Transactions, receipts, calculations, and approvals are captured automatically as part of the close.
Full close visibility
Moss-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Moss is treated as a spend management data source that feeds close workflows, including transactions, expenses, and prepaid balances.
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 Moss data.
No. All work is reviewed and approved by your team before posting.
Workflow-specific AI agents, built by finance within Ledge, pull transaction and receipt data and prepare schedules that reflect timing differences between spend, recognition, and reimbursement.
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 spend platforms like Moss, 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 Moss data flows into Ledge’s agent-driven close and how to eliminate manual rebuilds from your expense workflows.
