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The state of the close, as it is, not as it was last reported

A live view of where every close task stands, across entities and teams. Not a dashboard someone has to update. Statuses, owners, dependencies, and evidence stay current because the work is happening inside the same platform, so the overview is true without anyone chasing updates.

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.”

Benny Vazana, Senior Vice President of Finance
Papaya Global

Always know where your close stands

Live close overview

Status nobody has to gather

  • Live status across every entity, team, and period
  • No manual status updates, ever
  • Real state, not reported state, because the work happens in the same platform
  • The status meeting becomes a two minute glance
Drill through to evidence

From rolled up status to source data in one click

  • Every status rolls up from the task behind it
  • Open any task to the prepared working paper, reconciliation, or journal entry
  • Every balance traces back to source data
  • Nothing is a number on a slide, everything is one click from its evidence
Entity and team views

Filter the close to what each reviewer owns

  • Views by entity, owner, category, or risk
  • Preparer and reviewer ownership visible on every task
  • Progress against the close calendar, where you stand vs. where you should be
  • One view for the controller, a focused list for each reviewer
Audit ready evidence

Evidence lives where the status lives

  • Prepared work and backup attached to every task
  • Every change, approval, and sign off logged automatically
  • Sampling starts from work that is already documented
  • The audit trail builds as the close moves, not as a project after

Core capabilities

Live close overview across every entity
Real state, not reported state
Progress tracking against the close calendar
Entity and team views for every reviewer
Slack and Microsoft Teams notifications
Evidence attached where the status lives
Automatic audit log of all close activity
Drill through from status to task to source

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

How is this different from a close dashboard?

A dashboard reports what someone typed into it. The Ledge overview reflects the actual state of the work, because the work happens in the same platform. Nobody updates it and nobody can forget to.

Does it cover multiple entities?

Yes. Status, ownership, and dependencies roll up across entities and teams into a single live view, with filters for what each reviewer owns.

Do preparers have to log status?

No. Task state changes as the work is prepared, reviewed, and approved. Status is never a separate chore.

Can auditors use it?

Yes. Every status traces to the task and the evidence behind it, so sampling starts from work that is already documented, and the audit trail builds as you close.

What happens when tasks are blocked or running late?

Blockers surface as they occur and dependent tasks reflect the delay immediately, so the impact is visible the same day, with reminders through Slack, Teams, or email.

Does the overview show progress against the close calendar?

Yes. You see where the close stands against where it should be, by entity and by team, so review time goes to the balances and tasks that actually need attention.

What happens when we add a new entity or subsidiary?

Ledge auto-detects new GL accounts, custom segments, and subsidiaries in NetSuite. When your company adds an entity or acquires a business, Ledge automatically creates the required reconciliation and flux tasks. No manual configuration needed, no IT tickets, no consulting engagement.

See your close as it actually stands

Status is always current, so nobody has to gather it. Your team stops compiling status and starts directing the close.

Ledge

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