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Open the task. The work is done.

Accounting Agents prepare the work inside every close task. Data pulled, formulas built, exceptions flagged, journal entries drafted. Your team opens to reviewed output instead of blank spreadsheets, and the preparation that consumed days becomes minutes of review.

Turn any spreadsheet workflow into an Accounting Agent

Every team runs its close differently. Ledge adapts to yours.

Describe how your workflow runs: the data it uses, the structure you expect, and the way you tie things out. The Accounting Agent learns your workflow, asks for input when something is unclear, and reproduces your version every period.

Whether your process uses POs, bills, payroll data, allocations, entity rules, or something unique to your business, the Accounting Agent follows your exact approach.

If it lives in Excel today, an Accounting Agent can prepare it.

It's like the dream employee.

Lyndsey Crennen, Corporate Controller
Mesa Labs

Every deliverable, prepared by Accounting Agents

Working papers

The monthly rebuild ends here

  • Working papers your team maintains today, prepared for you: prepaids, accruals, intercompany, payroll, deferred revenue, and more
  • Complete multi-tab spreadsheets with live formulas that mirror how your preparers structure them today
  • An Accounting Agent on each task, so prepare the schedule becomes review the schedule
Connected source data

Pull data directly from NetSuite and your other systems

  • Pull purchase orders, bills, prior accruals, journals, and more directly from NetSuite, banks, HRIS, AP, and hundreds of other integrations
  • Keep every number fully traceable with dedicated source-data tabs and live formulas
  • Give auditors and reviewers full visibility into how each balance ties back to its system of record
Glass-box trust

See exactly what the Accounting Agent did, and step in where judgment is needed

  • Review the full log of reasoning, steps, and decisions behind each prepared task
  • Approve or adjust proposed lines when the Accounting Agent encounters something new or ambiguous
  • Teach it once. It learns from your corrections, so future runs do not repeat the same questions
Journal entries

Every journal entry, prepared and posted when you approve

  • Journal entry lines generated from the prepared working paper, no manual copying or reformatting
  • Entries posted to NetSuite straight from Ledge once you approve, no templates or imports
  • Keep the spreadsheet as the linked backup for audit and documentation

Core capabilities

Multi-tab working papers with live formulas, prepared by Accounting Agents
Bespoke, deterministic code for your workflows
Direct journal entry creation and posting
Standardized output across your team
Direct data pull from ERP, banks, HRIS, AP +more
Glass-box visibility into every step and output
Human-in-the-loop review with learning over time
Linked Excel artifacts for audit trail and compliance
Continuous audit trail and data lineage

Why finance teams choose Ledge

AI agents do the work
Other platforms track tasks, but Ledge’s AI agents actually prepare the work
Human in the loop
AI is never a black box — reasoning and source data are visible, and finance reviews and approves
Audit-ready by default
Every entry, reconciliation, and flux explanation is linked back to source data

FAQ

Does Ledge produce real Excel files?

Yes. Ledge generates multi-tab Excel workbooks with live formulas, rollforwards, source data tabs, and full traceability. These are native .xlsx files, not proprietary formats, locked views, or PDF exports. Your team works in the same medium they trust, without the manual preparation.

Can my auditors review working papers prepared by Accounting Agents?

Yes. Every working paper includes a glass-box audit trail showing what data was pulled, what logic was applied, and how the output was derived. Source data is attached, formulas are live and inspectable, and rollforwards maintain period-over-period continuity. Auditors can trace any number back to its source.

How does an Accounting Agent know how to build our specific working papers?

You describe the workflow in natural language or upload an existing spreadsheet. Ledge analyzes the task and writes bespoke, deterministic code to replicate it. This is not a template, it is custom code written for your specific workflow, accounts, and business logic, and it runs reliably every period.

What if our working papers have custom logic?

Ledge handles custom logic. If your prepaids schedule has unique amortization rules, or your revenue recognition has modified cash basis for certain streams, you describe the logic and bespoke code is written to execute it. The more specific your description, the more accurate the output.

Does anything change in our working papers without our knowledge?

No. Accounting Agents prepare working papers and present them for review. Your team inspects every output before it becomes the official record. If something looks wrong, you correct it and the Accounting Agent learns from the correction for future periods.

How much of the monthly working paper rebuild goes away?

For most teams, 57 to 83% of the close workload is prepared for them. Low complexity tasks, roughly 60% of the close, are prepared at 90 to 100%. The manual rebuild, pulling data, pasting into Excel, rebuilding formulas, and updating rollforwards, is what Ledge ends.

Open your next close to reviewed output

The preparation that consumed days becomes minutes of review, and your team gets its time back.

Ledge

We're on a mission to automate and simplify finance operations for teams working at scale.