Xero + Ledge Integration
By integrating Xero and Ledge, finance teams can automatically pull and prepare ERP data into the close with agentic AI, so reconciliations and supporting schedules are ready for review instead of rebuilt manually.
Prepare close work from Xero 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 is manually extracted and reshaped every period before accounting work begins.
Ledge removes that rebuild. Workflow-specific AI agents, purpose-built and managed by finance, pull Xero data directly into the close and prepare reconciliations, rollforwards, and supporting workpapers automatically.
What makes Xero + Ledge different
Xero contains account balances and transaction-level detail that drive close workflows.
In Ledge, AI agents purpose-built by finance, pull this data and prepare reconciliations, rollforwards, and supporting schedules without manual extraction or restructuring.
Reconciliations require tying GL balances back to detailed activity and period movement.
Ledge generates workpapers that trace balances back to Xero transactions, making differences visible and auditable.
How the Xero + Ledge integration works
Securely connect Xero to Ledge in minutes using OAuth.
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 Xero 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, rollforwards, and supporting schedules are prepared before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas and traceability to Xero GL and transaction data.
Review instead of preparation
Accountants investigate balances and approve results instead of rebuilding reconciliations from exports.
Audit-ready by default
Transactions, balances, calculations, and approvals are captured automatically as part of the close.
Full close visibility
Xero-driven tasks are tracked alongside the rest of the close with clear ownership and status.
FAQ
Xero is treated as the ERP data source that feeds close workflows, including account balances, transactions, and journal activity.
No. Xero 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 Xero data.
No. All work is reviewed and approved by your team before posting.
Workflow-specific AI agents, built by finance within Ledge, pull GL and transaction data and prepare reconciliations and schedules that reflect current period activity.
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 Xero, 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 Xero data flows into Ledge’s agent-driven close and how to eliminate manual rebuilds from your core accounting workflows.
