Recurly + Ledge Integration
With the Recurly integration for Ledge, finance teams can use AI agents to automatically pull and prepare subscription billing data for the month-end close, so revenue, deferred revenue, and billing reconciliations are ready for review instead of rebuilt manually.
Stop rebuilding subscription revenue work every close
For most accounting teams, that work is manual, error-prone, and time-consuming—creating unnecessary risk for the business as a result. Recurly data is exported, cleaned, and stitched into spreadsheets. Revenue schedules and deferred revenue rollforwards are manually updated. Journal entries are recreated from scratch.
Ledge eliminates that manual process. Recurly becomes a direct data source inside the close, and agents prepare the work automatically each period.
What makes Recurly + Ledge different
Recurly holds detailed subscription and invoicing data, but that data still needs accounting logic applied before it is usable for close. Ledge AI agents, purpose-built by finance, pull the exact Recurly data required and prepare revenue schedules, deferred revenue rollforwards, and reconciliations in the Excel formats your team already relies on.
Recurring revenue changes constantly. New subscriptions, upgrades, downgrades, cancellations, credits, and renewals all create period-over-period movement that must be reflected accurately in the GL. Ledge AI agents rebuild Recurly-driven schedules every close with fresh data, keeping revenue and deferred revenue aligned with what actually changed during the period.
How the Recurly + Ledge integration works
Securely connect Recurly to Ledge in minutes using a native, lightweight integration. Setup is fast and flexible enough to support multiple Recurly sites or billing entities.
Use Ledge’s Agent Studio to configure how Recurly data supports your close. Describe your revenue and deferred revenue workflows in plain language and create a custom agent in minutes.
Each period, agents automatically pull fresh Recurly data, rebuild Excel workpapers with live formulas, and prepare reconciliations, schedules, and draft journal entries. Your team reviews and approves instead of rebuilding.
Subscription revenue close work, prepared automatically
Prepared revenue and deferred revenue work
Revenue schedules, deferred revenue rollforwards, reconciliations, and flux analysis are built before review begins.
Excel-native outputs
Agents generate fully editable Excel workpapers with live formulas, rollforwards, and clear traceability back to Recurly source data.
Review instead of preparation
Accountants focus on judgment, exceptions, and approval rather than exporting data and fixing spreadsheets.
Visibility and control
Recurly-related tasks are tracked alongside the rest of the close, with clear ownership, status, and dependencies.
Audit-ready by default
Source data, calculations, assumptions, approvals, and changes are captured as part of the close, not reconstructed later.
FAQ
Recurly is treated as a subscription billing data source that feeds agent-driven close workflows. It is not a standalone revenue or reconciliation tool.
No. Ledge works alongside your ERP and billing systems. Agents use Recurly data to prepare close work, while posting follows your existing ERP approval process.
Yes. Ledge is Excel-native by design. Agents generate Excel workpapers your team can open, review, edit, and approve.
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 finance team’s direction.
Each close task can have its own agent that pulls data from your ERP, banks, HRIS, AP platforms, CRMs, and billing systems like Recurly. 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 Recurly + Ledge integration in action
Request a demo to see how Recurly subscription billing fits into an agent-driven close and how revenue work is prepared automatically every period.
