Vertex + Ledge Integration
With the Vertex integration for Ledge, tax compliance data is automatically pulled into the month-end close using finance-built AI agents—so tax-related reconciliations, accruals, and explanations are ready for review instead of rebuilt manually.
Close indirect tax accounts without rebuilding Vertex reports every month
For many accounting teams, this work still happens outside the close. Data is exported from Vertex, reshaped in spreadsheets, reconciled to the GL, and rebuilt every period. As transaction volumes grow and tax complexity increases, that manual rebuild becomes a recurring close bottleneck.
Ledge removes that friction by letting finance teams create their own task-specific AI agents. Vertex becomes a direct data source inside the close with agents preparing tax-related work consistently every period.
What makes Vertex + Ledge different
With Vertex connected to Ledge, task-focused AI agents pull the exact tax data required for close tasks and automatically prepare accounting-ready workpapers—instead of relying on static exports and manual adjustments.
Indirect tax balances change every month due to transaction volume, jurisdictional differences, exemptions, credits, and filing timing. Ledge agents rebuild tax liability reconciliations, rollforwards, and supporting schedules each close using fresh Vertex data, so close numbers reflect what actually changed.
How the Vertex + Ledge integration works
Securely connect Vertex to Ledge using a native, lightweight integration via API access. Setup is fast and flexible enough to support multiple entities and tax jurisdictions.
Use Ledge’s Agent Studio to configure how Vertex data supports your close. Describe the workflow in plain language—such as indirect tax liability reconciliations, accrual logic, or jurisdiction-level rollforwards—and create a custom agent in minutes.
Each period, agents automatically pull fresh Vertex data, rebuild Excel workpapers with live formulas, and prepare reconciliations and supporting schedules. Your team reviews and approves instead of rebuilding.
Indirect tax close work, prepared automatically
Agent-prepared work
Indirect tax liability reconciliations, accrual support, rollforwards, and flux analysis are prepared before review begins.
Excel-native outputs
Agents generate fully editable Excel workpapers with live formulas and clear traceability back to Vertex source data.
Review instead of preparation
Accountants focus on judgment, exceptions, and approvals—not exporting reports and fixing spreadsheets.
Audit-ready by default
Source data, calculations, assumptions, approvals, and changes are captured as part of the close.
Full visibility and control
Vertex-driven tasks are tracked alongside the rest of the close, with clear ownership, dependencies, and status.
FAQ
Vertex is treated as an indirect tax data source that feeds agent-driven close workflows. It is not a standalone close or reconciliation tool.
No. Ledge works alongside your ERP and Vertex. Agents use Vertex data to prepare close work, while posting follows your existing ERP approval process.
Yes. Ledge is Excel-native. Agents generate Excel workpapers that 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 close work under your team’s direction.
Each close task can have its own agent that pulls data from systems like your ERP, banks, HRIS, AP platforms, CRMs, billing systems, and tax engines like Vertex. 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 Vertex + Ledge integration in action
Request a demo to see how Vertex tax data fits into an agent-driven close—and how tax-related close work starts prepared instead of rebuilt.
