Shareworks + Ledge Integration
With the Shareworks integration for Ledge, finance teams can automatically pull and prepare equity compensation data for the month-end close—so stock-based compensation accruals, cap tables, and employee equity engagement data are ready for review, not rebuilt by hand.
Eliminate manual stock compensation rebuilds during close
For most accounting teams, this work is still manual. Reports are exported from Shareworks, pasted into spreadsheets, mapped to employees or cost centers, and rolled forward each month. The logic lives in fragile files and institutional knowledge—not in a system designed for the close.
Ledge streamlines this rebuild by equipping finance teams with AI agents that help with execution. Shareworks becomes a direct input to the close, with agents helping finance teams prepare equity compensation work consistently every period.
What makes Shareworks + Ledge different
Shareworks holds detailed employee-level equity and vesting data. With Ledge, task-focused AI agents pull the exact Shareworks data needed for accounting and prepare close-ready outputs—such as stock-based compensation schedules and allocation workpapers—in the Excel formats your team already uses.
Equity expense often requires judgment and mapping—by department, entity, or cost center. Ledge agents rebuild stock comp schedules each close using fresh Shareworks data, applying your allocation logic consistently so expenses, accruals, and flux stay aligned period over period.
How the Shareworks + Ledge integration works
Securely connect Shareworks to Ledge in minutes using a native integration with an API key. Setup is lightweight and flexible enough to support multiple entities and plans.
Use Ledge’s Agent Studio to configure how Shareworks data supports your close. Describe your equity compensation workflow in plain language—such as vesting-based expense calculations or departmental allocations—and create a custom agent in minutes.
Each period, agents automatically pull fresh Shareworks data, rebuild Excel workpapers with live formulas, and prepare stock comp expense and supporting schedules. Your team reviews and approves instead of rebuilding.
Equity compensation close work, prepared automatically
Prepared work, not spreadsheet rebuilds
Stock-based compensation schedules, accruals, and allocation workpapers are built before review begins.
Excel-native outputs
Agents generate fully editable Excel workbooks with live formulas and clear traceability back to Shareworks data.
Review instead of preparation
Accountants focus on judgment, exceptions, and approval—not exporting reports and reworking formulas.
Audit-ready by default
Source data, calculations, assumptions, approvals, and changes are captured as part of the close.
Consistent results every period
The same logic runs each month, reducing errors and close-day variability.
FAQ
Shareworks is treated as an equity compensation data source that feeds agent-driven close workflows. It is not a standalone accounting or reporting tool.
No. Ledge works alongside your ERP and Shareworks. Shareworks data is used to prepare close work, while posting follows your existing ERP approval process.
Yes. Ledge is Excel-native. Agents generate Excel workpapers your team can open, edit, and review.
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 the close work under your team’s direction.
Each close task can have its own agent that pulls data from your ERP, banks, HRIS, AP platforms, CRMs, billing systems, and equity platforms like Shareworks. Agents prepare reconciliations, schedules, flux analysis, and draft journal entries before the task is even opened.
Ledge combines close orchestration, Excel-native outputs, and human-in-the-loop approvals in a single platform—so the close runs on prepared work, not manual rebuilds.
See the Shareworks + Ledge integration in action
Request a demo to see how Shareworks fits into an agent-driven close—and how equity compensation becomes close-ready without added manual work.
