Papaya Global + Ledge Integration
The Planful integration for Ledge automatically pulls and prepares budget, forecast, and variance data for the month-end close, so planning-driven analysis is ready for review—not rebuilt manually.
Bring planning and variance data into the close—without manual rebuilds
That creates a familiar month-end close problem. Accountants rebuild budget vs actual schedules, reconcile plan assumptions to actuals, and recreate variance explanations every period.
Ledge removes that rebuild with AI agents that help to execute the work of the close. Planful becomes a direct input to the close, with AI agents preparing planning-backed work consistently every month.
What makes Planful + Ledge different
Budget vs actual and forecast vs actual comparisons are critical for explaining close results. With Planful connected to Ledge, AI agents pull the exact Planful views required for each close task and prepare supporting workpapers automatically—instead of relying on last-minute exports.
Planful is designed for planning and analysis. Ledge is designed for execution of the close. Ledge agents rebuild planning-backed schedules each period and align them to reconciled GL balances, so variance explanations are grounded in both plan data and actuals.
How the Planful + Ledge integration works
Securely connect Planful to Ledge using a native, lightweight integration. Setup is fast and flexible enough to support multiple models, versions, and entities.
Use Ledge’s Agent Studio to configure how Planful data supports your close. Describe the workflow in plain language—such as budget vs actual analysis, forecast-driven accrual support, or material variance thresholds—and create a custom agent in minutes.
Each period, agents automatically pull fresh Planful data, rebuild Excel workpapers with live formulas, and prepare analysis before the task is opened. Your team reviews and approves instead of rebuilding.
Planning-driven close work, prepared automatically
Prepared work, not manual rebuilds
Budget vs actual schedules, forecast comparisons, and variance drivers are prepared automatically every close.
Excel-native outputs
Agents generate fully editable Excel workpapers with live formulas, rollforwards, and clear traceability back to Planful and the GL.
Review instead of preparation
Accountants focus on judgment, exceptions, and approval—not exporting data and fixing spreadsheets.
Consistent, auditable analysis
The same logic runs every period, reducing close variability and making explanations easier to defend.
Full visibility inside the close
Planful-driven tasks are tracked alongside the rest of the close, with clear ownership, status, and approvals.
FAQ
Planful is treated as a planning and analysis data source that feeds agent-driven close workflows. It is not a standalone reporting or reconciliation tool.
No. Ledge works alongside your ERP and planning systems. Planful data is used to prepare close work, while posting and final balances remain in your ERP.
Yes. Ledge is Excel-native. Agents generate Excel workpapers that your team can open, review, and adjust as needed.
No. Ledge is human-in-the-loop by default. Agents prepare the work; accountants review and approve before anything posts.
What is Ledge?
Ledge is an agent-driven close management platform where AI agents don’t just track progress—they execute close work under your team’s direction.
Each close task can have its own agent that pulls data from systems like your ERP, banks, HRIS, AP platforms, CRMs, billing systems, and planning tools like Planful. Agents prepare reconciliations, schedules, flux analysis, and draft journal entries before the task is even opened.
Ledge combines close orchestration, Excel-native workpapers, and human-in-the-loop approvals in a single platform—so the close runs on prepared work, not manual rebuilds.
See the Planful + Ledge integration in action
Request a demo to see how Planful planning data fits into an agent-driven close—and how budget and variance analysis becomes close-ready without added manual work.
