Run the close from a single, orchestrated workspace
Plan, execute, and track every close task across entities, teams, and systems — without chasing updates. Ledge brings your entire close into one live workspace. Tasks, owners, dependencies, approvals, and evidence are all connected, so everyone knows what’s done, what’s blocked, and what needs attention — in real time.
With Ledge, we can scale reconciliation without scaling headcount.
We were able to go live quickly without R&D or costly implementers & saw very fast time to value.”
Always know where your close stands
Know that every entity, account, and task is covered
- Entity-specific close checklists with clear preparer and reviewer ownership
- Central definition of required group tasks with local flexibility where needed
- Automatic coverage as entities, timelines, or structures change
- Confidence that the close starts complete — not from a stale spreadsheet
Make ownership and progress clear across the team
- Live visibility into task completion, overdue work, and blockers
- Preparer and reviewer assignments defined at the task level
- Filter and group tasks by entity, owner, category, or risk
- Email, Slack, and Microsoft Teams notifications so work moves forward without constant follow-ups
Keep the close moving without manual coordination
- Tasks are blocked until prerequisite work is complete
- Clear visibility into what can be worked on now — and what’s waiting
- Bottlenecks and handoffs surfaced in real time
- Less rework caused by missed dependencies or premature sign-offs
Move faster without weakening controls or audit readiness
- Every task change, approval, reopening, and comment logged automatically
- Supporting documentation attached directly to close tasks
- Integrations with document storage systems like Google Drive
- A complete, defensible audit trail without extra documentation steps
Core capabilities
Why finance teams choose Ledge
FAQ
Traditional checklist tools track tasks but don’t understand the structure of your close, and are not accounting-specific. Ledge’s close management is connected directly to NetSuite and your finance systems, so tasks are created, blocked, and completed based on real dependencies — accounts, entities, reconciliations, and reviews — not manual status updates.
Yes. As new GL accounts, custom segments, or subsidiaries are added in NetSuite, Ledge detects them automatically and creates the required close tasks. There’s no need to manually update checklists or maintain a separate close tracker.
Yes. You can define required close tasks centrally across the group, while allowing individual entities or regions to add local tasks. This lets you enforce consistent controls without forcing a one-size-fits-all process.
Ownership and reviewer assignments are defined per task, not just by role. The same user can be a preparer on one task and a reviewer on another, aligned with your control matrix. All approvals and sign-offs are tracked automatically.
Tasks are automatically blocked when prerequisites aren’t complete, making dependencies visible to everyone. Ledge highlights bottlenecks in real time and sends smart reminders through Slack, Teams, or email — reducing the need for manual follow-up.
Yes. Ledge supports multiple national holiday calendars and custom calendars, so due dates reflect real working days for each team and region.
Comments and discussions live directly on close tasks and reconciliations, not inside emails. Every comment, change, and decision is retained as part of the task history, so context isn’t lost between periods or reviewers and can easily be retrieved for audits.
Supporting documents are attached directly to close tasks and reconciliations. Ledge also integrates with cloud storage tools like Google Drive, keeping evidence centralized and linked to the relevant work.
Yes. Every task creation, update, approval, reopening, comment, and sign-off is logged with who did what and when. This gives audit and internal control teams a full, defensible record of the close process.
Close management in Ledge orchestrates the entire workflow. Checklist tasks are directly connected to reconciliations, working papers, and approvals, so progress reflects real completion — not manual box-checking.
No. Ledge does not use your data to train public or shared AI models.
Your financial data, close workflows, and supporting documentation are used only to run your AI agents and execute your close. They are never used to train models for other customers or external systems.
Ledge’s AI agents operate within your environment, follow your permissions, and access data on a read-only basis by default. All data handling aligns with enterprise security and confidentiality requirements.
Run the close without chasing updates
When the close runs as a coordinated system, your team spends less time managing work and more time reviewing results.
