Auto-generate any working paper with AI agents
Ledge’s AI agents pull data from your ERP and other systems, then build complete, multi-tab spreadsheets with live formulas and full traceability. Every working paper ties back to source data and to the journal entries posted in your ERP.
Turn any spreadsheet workflow into an AI agent
Every team builds working papers differently — Ledge adapts to yours.
Describe how your schedule works: the data it uses, the structure you expect, and the way you tie things out. The 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 agent follows your exact approach.
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.”
AI-generated working papers for every part of the close
Let AI agents generate high-quality, consistent working papers every month
- Automate the working papers your team maintains today: prepaids, accruals, intercompany, payroll, deferred revenue, and more
- Have Ledge generate multi-tab spreadsheets with live formulas that mirror how your preparers structure them today
- Attach an AI agent to each working-paper task, so “prepare the schedule” becomes “the agent needs your review on the schedule”
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 end-to-end visibility into how each balance ties back to its system of record
See exactly what the agent did, and step in where judgment is needed
- Review the full log of the agent’s reasoning, steps, and decisions behind each working paper
- Approve or adjust proposed lines when the agent encounters something new or ambiguous
- Teach the agent once — it learns from your corrections, so future runs don’t repeat the same questions
Create & post journal entries from working papers automatically
- Generate journal entry lines automatically from the working paper the agent generates — no manual copying or reformatting
- Post entries to NetSuite straight from Ledge — no templates, imports, or manual formatting
- Keep the spreadsheet as the linked backup for audit and documentation
Core capabilities
Why finance teams choose Ledge
FAQ
Ledge can automate any working paper your accounting team prepares today — including prepaids, accruals, intercompany, payroll, deferred revenue, fixed assets, and custom Excel schedules unique to your business. If it lives in Excel today, an AI agent can generate it.
Yes. Ledge supports your custom logic, rollforwards, allocations, entity-level rules, and one-off spreadsheets your team maintains today. Agents execute your logic every period and keep the output consistent across the team.
Ledge automates:
- Account and transaction-level reconciliations
- Journal entry preparation and posting
- Working paper generation in native Excel with live formulas
- Flux and variance analysis
- Automatic checklist updates and task dependencies
FloQast organizes these workflows and offers some automations, but still relies heavily on manual execution by the team.
Ledge pulls POs, bills, prior accruals, journals, payroll data, and other source transactions directly from your ERP, banks, HRIS systems, AP platforms, and hundreds of native integrations. Every spreadsheet includes source-data tabs for complete traceability.
Yes. Ledge generates multi-tab spreadsheets with live formulas that mirror how your preparers structure their work today. You can customize layout, groupings, calculations, and formatting. Agents reproduce the structure every period.
Yes. Most teams don’t use standard workflows, and Ledge is built for that. The agent learns how your schedule works — the data it uses, the structure you expect, and the way you tie things out. Whether your process uses POs, bills, payroll data, allocations, entity rules, or something completely unique to your business, the agent follows your exact approach every period.
Yes. You can edit the agent’s logic at any time — adjusting rules, thresholds, mappings, or structure. Once updated, the agent applies the changes automatically in future periods.
Yes. Ledge provides glass-box visibility into the agent’s reasoning, steps, and decisions. You can open the full log inside the checklist task to understand exactly how amounts were calculated and which source data was used.
Ledge creates journal entry lines directly from the working paper, with no copying or reformatting. Entries can be posted to NetSuite straight from Ledge — no CSV templates, no imports, and no manual formatting required.
Yes. If the agent encounters something new or ambiguous — for example, a new vendor, missing PO, unexpected variance, or changed pattern — it will pause, ask for your input, and incorporate your correction going forward.
Yes. Agents learn from the adjustments you make, so the same question doesn’t appear again in subsequent periods. Over time, review becomes lighter and faster.
Ledge helps with audit readiness by producing working papers that automatically include source-data tabs, live formulas, full calculation transparency, and linked Excel artifacts. Journal entries posted from Ledge point directly back to the supporting working paper. The entire workflow is stored with an audit trail.
No. Ledge does not use your data to train public or shared AI models.
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.
Automate every working paper — from the simple ones to the unique ones
Your close runs faster when your spreadsheets build themselves.
