The close that runs itself, and tells you where to look

An agentic close checklist that tracks every task, dependency, monitor, and cash position in real time. Assignments route automatically. Blockers surface before they cost a day. Status meetings become unnecessary because status is always current.

A checklist that only organizes the close leaves the work with you

Checklist tools gave finance teams the close, organized. They told you whether a task was done. The preparation, the pulling, the pasting, and the chasing stayed on your team.

Status meetings to find out what is late. Handoffs that depend on someone remembering.

Blockers found on Day 5, when they cost the calendar
The agentic close checklist

The close that runs itself, and tells you where to look

  • A checklist tool tracks whether a task is done. The Ledge checklist tracks the task and does the work inside it. Accounting Agents execute while the checklist manages sequencing, ownership, and approvals. Your team opens to reviewed output, not a reminder to start.
  • Every task, dependency, and monitor tracked live
  • Accounting Agents execute inside each task
  • Assignments and handoffs routed automatically
Monitors

Catch the problem on the day it happens, not on Day 5 of close

  • Monitors watch continuously for anomalies, missing approvals, and stalled dependencies. Issues surface the day they occur, while there is still time to fix them without moving the close date.
  • Continuous anomaly detection
  • Missing-approval and blocker alerts
  • Dependent tasks reflect delays immediately
  • Anomalies: Unusual movements are flagged as they appear, with the source records beside them.
  • Missing approvals: A task waiting on a reviewer is surfaced to the right person.
Cash positions

Where the cash is, in real time, across every account

  • Live cash positions across every account, tied to continuous reconciliation, so the number you read is current rather than yesterday’s snapshot. Bank feeds connect through the Swift network and direct APIs.
  • Live positions across every account
  • Tied to transaction-level reconciliation
  • No day-old cash snapshots
See reconciliations →
Inside the checklist

Everything the checklist tracks

Agentic close checklist: Dynamic tasks, owners, and due dates that reflect the real close.
Task dependencies: Downstream work waits on upstream completion. It is enforced, not remembered.
Monitors: Catch the problem on the day it happens, not on Day 5.
Cash positions: Where the cash is, live, across every account.
Nobody chases. Assignments, handoffs, and escalations move on their own, so the controller leads the close instead of administering it.
“

I go to get my coffee and when I come back maybe it’s done.
”

Pierre Massé, Controller
Vumedi
Getting started

Start with the checklist you have

Import your checklist: Your close checklist comes across as it stands. You do not rebuild your close to start.
Connect NetSuite: Task ownership, visibility, and alerts are live from the first day.
Turn tasks into prepared workflows: Over time, Accounting Agents take on the preparation inside each task. The checklist keeps managing them.

Common questions

How is this different from a close management checklist tool?

A checklist tool organizes the close. Ledge organizes it and prepares the work inside every task. That second part is what a checklist cannot change: the preparation stays on your team.

Can we bring our existing close checklist across?

Yes. Your checklist is imported as it stands, then tasks are turned into prepared workflows over time.

What happens when something is blocked?

Blockers surface as they occur, dependent tasks reflect the delay immediately, and the impact is visible the same day.

Does Ledge replace our approval flows?

No. Approvals stay in your workflow with the evidence attached, and nothing posts without a sign-off from your team.

Keep going

Keep going through the platform

Close overview: The state of the close, as it is, not as it was last reported.
Explore the close overview →
Accounting Agents: Open the task. The work is done.
Explore Accounting Agents →

Run the close without chasing it

Book a demo and see your checklist managed on your own NetSuite data.

Ledge

Ledge prepares the financial close, so accounting teams review instead of rebuild.

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