Sage Intacct + Ledge Integration
By integrating Sage Intacct and Ledge, finance teams can automatically pull and prepare ERP data into the close with AI agents, so reconciliations and supporting schedules are ready for review instead of rebuilt manually.
Prepare close work from Sage Intacct without rebuilding it every month
But during the month-end close, finance teams must navigate the repetitive busywork of exporting trial balances, pulling transaction details, and rebuilding reconciliations and schedules in spreadsheets.
This creates recurring friction where GL data and dimensional reporting are manually extracted and reshaped every period before accounting work begins.
Ledge removes that rebuild. In Ledge, workflow-specific AI agents, purpose-built and managed by finance, pull Sage Intacct data directly into the close and prepare reconciliations, rollforwards, and supporting workpapers automatically.
What makes Sage Intacct + Ledge different
Sage Intacct supports dimensions such as entity, department, location, and project that drive how financial data is reported and analyzed.
In Ledge, AI agents pull this data and prepare reconciliations and schedules that reflect dimensional breakdowns without manual manipulation.
Close workflows often require tying balances across entities and back to underlying journal entries.
Ledge generates workpapers that trace balances back to Sage Intacct transactions and dimensions, making differences visible and auditable.
How the Sage Intacct + Ledge integration works
Securely connect Sage Intacct to Ledge in minutes using API credentials.
Use Ledge’s Agent Studio to build workflow-specific AI agents, applying your reconciliation and close logic in plain language.
AI agents automatically pull fresh Sage Intacct 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
Account reconciliations, intercompany schedules, and rollforwards are prepared before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to Sage Intacct GL and dimensional data.
Review instead of preparation
Accountants investigate balances and approve results instead of rebuilding reconciliations from exports.
Audit-ready by default
Transactions, dimensions, calculations, and approvals are captured automatically as part of the close.
Full close visibility
Sage Intacct-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Sage Intacct is treated as the ERP data source that feeds close workflows, including account balances, transactions, and dimensional data.
No. Sage Intacct remains your system of record, and Ledge prepares the close work using that data.
Yes. Workpapers are generated as fully editable spreadsheets with formulas and traceability to Sage Intacct data.
No. All work is reviewed and approved by your team before posting.
Workflow-specific AI agents, built by finance within Ledge, pull dimensional data and prepare reconciliations and schedules that reflect entity-level and dimensional breakdowns.
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 such as Sage Intacct, banks, HRIS, AP platforms, CRM, billing systems, and more, 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 Sage Intacct data flows into an agent-driven close with Ledge and how to eliminate manual rebuilds from your core accounting workflows.
