Zip + Ledge Integration
With the Zip integration for Ledge, AI agents automatically pull and prepare procurement and spend data for the month-end close—so AP accruals, committed spend schedules, and reconciliations are ready for review, not rebuilt by hand.
Eliminate procurement and spend rebuilds during the close
For most accounting teams, this process is manual, time consuming, and prone to errors. Zip data is exported, matched to AP and the GL in spreadsheets, and rolled forward by hand to estimate accruals and explain movement. The same logic resets every close, slowing timelines and increasing risk.
Ledge simplifies this manual work. Zip becomes a first-class data source inside the close, with AI agents preparing procurement-driven close work consistently every period.
What makes Zip + Ledge different
Zip is designed for purchasing control, not month-end accounting. Unlike AP tools, Zip data sits at the front of the procurement process.
With Zip connected to Ledge, AI agents that finance teams customize and oversee pull the exact procurement data required for close tasks—approved spend, open purchase requests, and invoice status—and transform it into accounting-ready schedules automatically.
Uninvoiced but approved spend is a recurring close challenge. Ledge agents rebuild procurement accrual schedules every close using fresh Zip data, so accrued expenses, reversals, and rollforwards reflect what was actually approved and outstanding at period end.
How the Zip + Ledge integration works
Securely connect Zip to Ledge using a native, lightweight integration. Setup is fast and flexible enough to support multiple entities, approval flows, and spend categories.
Use Ledge’s Agent Studio to configure how AI agents execute specific close workflows. Describe accrual logic, cutoff rules, or mappings between procurement categories and GL accounts in plain language and create a custom AI agent in minutes. You can modify that agent, any time.
Each period, agents automatically pull fresh Zip data, rebuild Excel workpapers with live formulas, and prepare accruals and supporting schedules. Your team reviews and approves instead of rebuilding.
Procurement-driven close work, prepared automatically
Prepared work, not manual rebuilds
Committed spend schedules, procurement accruals, and rollforwards are built before review begins.
Excel-native outputs
AI agents generate fully editable Excel workpapers with live formulas, rollforwards, and clear traceability back to Zip source data.
Review instead of preparation
Accountants focus on exceptions, judgment, and approval rather than exporting procurement reports and stitching spreadsheets.
Audit-ready by default
Source data, assumptions, calculations, approvals, and changes are captured as part of the close—not reconstructed later.
Full close visibility
Zip-driven tasks are tracked alongside the rest of the close, with clear ownership, dependencies, and status.
FAQ
Zip is treated as a procurement and spend data source that feeds agent-driven close workflows. It is not a standalone AP or reconciliation tool.
No. Ledge works alongside your ERP and procurement systems. Zip data is used to prepare close work, while posting follows your existing ERP approval process.
Yes. Ledge is Excel-native. AI agents generate and maintain 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 your ERP, banks, HRIS, AP and procurement platforms like Zip, 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 Zip + Ledge integration in action
Request a demo to see how Zip fits into an agent-driven close, and how procurement data becomes close-ready without added manual work.
