Redshift + Ledge Integration
By integrating Redshift and Ledge, finance teams can automatically pull and prepare warehouse data into the close with agentic AI, so reconciliations and supporting schedules are ready for review instead of rebuilt manually from queries.
Use warehouse data in the close without rebuilding queries every month
But during the month-end close, finance teams must navigate the repetitive work of extracting datasets, validating transformations, and rebuilding accounting schedules from queries and exports.
This creates recurring friction that requires finance teams to reconstruct close-ready datasets manually every period before accounting work begins.
Ledge removes that rebuild. Workflow-specific AI agents, purpose-built and managed by finance, pull Redshift data directly into the close and prepare reconciliations, schedules, and supporting workpapers automatically.
What makes Redshift + Ledge different
Redshift often contains aggregated and transformed datasets that reflect business activity across systems.
Ledge agents pull this data and prepare reconciliations and schedules that translate modeled data into accounting-ready outputs without manual manipulation.
Warehouse data is often the result of multiple transformations and joins across source systems.
Ledge generates workpapers that trace balances back to underlying Redshift datasets, making transformations and source-level differences visible and auditable.
How the Redshift + Ledge integration works
Securely connect Redshift to Ledge in minutes using API credentials or database connection details.
Use Ledge’s Agent Studio to build workflow-specific AI agents, applying your reconciliation and transformation logic in plain language.
AI agents automatically pull fresh Redshift 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
Warehouse-driven reconciliations, aggregated schedules, and supporting workpapers are prepared before review begins.
Excel-native outputs
AI agents, managed by finance within Ledge, generate fully editable Excel workpapers with live formulas and traceability to Redshift datasets.
Review instead of preparation
Accountants investigate data differences and approve results instead of rebuilding queries and transforming datasets.
Audit-ready by default
Source data, transformations, calculations, and approvals are captured automatically as part of the close.
Full close visibility
Redshift-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Redshift is treated as a data warehouse source that feeds close workflows with aggregated and modeled data.
No. Ledge prepares reconciliations and supporting work, while your ERP and source systems remain the systems of record.
Yes. Workpapers are generated as fully editable spreadsheets with formulas and traceability to Redshift data.
No. All work is reviewed and approved by your team before posting.
Workflow-specific AI agents, built by finance within Ledge, pull modeled datasets and prepare reconciliations that reflect consistent, traceable outputs across transformations.
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 data warehouses like Redshift, 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 Redshift data flows into Ledge’s agent-driven close and how to eliminate manual rebuilds from your data workflows.
