Oracle CPQ + Ledge Integration
By integrating Oracle CPQ and Ledge, finance teams can automatically pull and prepare quoting and deal data into the close with agentic AI, so revenue support and contract-driven schedules are ready for review instead of rebuilt manually.
Use quoting and deal data in the close without rebuilding it every month
But during the month-end close, finance teams must navigate the repetitive busywork of extracting deal data, interpreting contract terms, and rebuilding revenue support schedules in spreadsheets.
This creates recurring friction where deal-level data is manually translated into accounting outputs every period before close work begins.
Ledge removes that rebuild. Workflow-specific AI agents, purpose-built and managed by finance, pull Oracle CPQ data directly into the close and prepare revenue support schedules, deal-based reconciliations, and supporting workpapers automatically.
What makes Oracle CPQ + Ledge different
Oracle CPQ captures pricing structures, contract terms, and deal configurations that impact revenue recognition and billing.
AI agents, purpose-built within Ledge, pull this data and prepare schedules that reflect contract-driven revenue logic without manual interpretation.
Complex pricing, discounts, and bundled deals often create reconciling items between billing and revenue.
Ledge generates workpapers that trace balances back to Oracle CPQ quotes and deal structures, making differences visible and auditable.
How the Oracle CPQ + Ledge integration works
Securely connect Oracle CPQ to Ledge in minutes using API credentials.
Use Ledge’s Agent Studio to build workflow-specific AI agents, applying your revenue support and reconciliation logic in plain language.
AI agents automatically pull fresh Oracle CPQ 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
Deal-based revenue support schedules, pricing reconciliations, and contract-driven outputs are prepared before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to Oracle CPQ quote and deal data.
Review instead of preparation
Accountants investigate deal structures and approve results instead of rebuilding revenue support from quotes.
Audit-ready by default
Deal data, pricing logic, calculations, and approvals are captured automatically as part of the close.
Full close visibility
Oracle CPQ-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Oracle CPQ is treated as a deal and pricing data source that feeds close workflows, particularly for revenue support and contract-driven schedules.
No. Ledge prepares supporting work, while your ERP and billing systems remain the systems of record.
Yes. Workpapers are generated as fully editable spreadsheets with formulas and traceability to Oracle CPQ data.
No. All work is reviewed and approved by your team before posting.
Workflow-specific AI agents, built by finance within Ledge, pull quote and deal data and prepare schedules that reflect pricing structures and contract terms.
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 deal platforms like Oracle CPQ, 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 Oracle CPQ data flows into Ledge’s agent-driven close and how to eliminate manual rebuilds from your revenue support workflows.
