Trovata + Ledge Integration
With the Trovata integration for Ledge, cash reporting and forecasting data is automatically pulled and prepared for the month-end close, so cash reconciliations and cash flow insights are ready for review—not rebuilt manually.
Bring real-time cash data into the close—without manual exports
The result is repeated close work. Accountants rebuild cash reconciliations, re-check balances by bank and entity, and re-explain timing differences every period.
Ledge removes that rebuild. Trovata becomes a direct input to the close, with AI agents preparing cash-related work automatically and consistently each month.
What makes Trovata + Ledge different
Bank balances and cash movements directly impact balance sheet accuracy. With Trovata connected to Ledge, agents pull the exact cash and bank data required for close tasks and prepare reconciliations automatically—rather than relying on last-minute exports.
Trovata is optimized for real-time cash visibility. Ledge is optimized for accounting execution. Ledge agents rebuild cash and bank schedules each close and align them to GL balances, so reconciling items and timing differences are clear, consistent, and auditable.
How the Trovata + Ledge integration works
Securely connect Trovata to Ledge using a native, lightweight integration. Setup is fast and flexible enough to support multiple banks, accounts, and entities.
Use Ledge’s Agent Studio to configure how Trovata data supports your close. Describe the workflow in plain language—such as bank reconciliations, cash rollforwards, or cash-related flux analysis—and create a custom agent in minutes.
Each period, agents automatically pull fresh Trovata data, rebuild Excel workpapers with live formulas, and prepare reconciliations before the task is opened. Your team reviews and approves instead of rebuilding.
Cash-driven close work, prepared automatically
Prepared work, not manual rebuilds
Cash reconciliations, bank balance tie-outs, and liquidity schedules are prepared automatically each close.
Excel-native outputs
Agents generate fully editable Excel workpapers with live formulas, rollforwards, and clear traceability back to Trovata and the GL.
Review instead of preparation
Accountants focus on exceptions, judgment, and approval—not exporting bank data and fixing spreadsheets.
Consistent, auditable cash close
The same logic runs every period, reducing late-close surprises and reconciliation noise.
Full visibility inside the close
Trovata-driven tasks are tracked alongside the rest of the close, with clear ownership, status, and approvals.
FAQ
Trovata is treated as a bank and cash data source that feeds agent-driven close workflows. It is not a standalone reconciliation or close tool.
No. Ledge works alongside your ERP and cash reporting systems. Trovata 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, cash platforms like Trovata, HRIS, AP platforms, CRMs, and billing systems. 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 Trovata + Ledge integration in action
Request a demo to see how Trovata cash data fits into an agent-driven close—and how cash reconciliation work becomes close-ready without added manual effort.
