Got a question about
close management?
Close the books faster in NetSuite
with AI agents that do the work
Agents do the prep work
NetSuite-native with 150+ integrations
Audit-ready by design
Ready to close faster in NetSuite with AI agents?
AI agents execute the full close
Every record links to source data
Books stay current and audit-ready
Your finance team gets more time back
Close the books without the burden
your reconciliation process
your reconciliation process
Unlike with other tools, the close isn’t just tracked or reported, it’s done for you.
AI agents do the work
Daily cash application, recurring journal entries, and reconciliation keep NetSuite up to date all month long.
Books are always updated
Every JE, reconciliation, and working paper is tied directly to source data with a complete audit trail.
Audit-ready by design
Why finance teams choose Ledge
Most close tools, including NetSuite-native options, help you organize and track the work. Ledge actually performs it. AI agents embedded in each task pull live data, rebuild your workpapers, draft journal entries, and prepare flux narratives so your team starts every task at review, not from scratch.
Ledge can automate the core workflows finance teams run every month, including balance sheet reconciliations, accruals, revenue schedules, flux analysis, working papers, and journal entries. If the process exists today in spreadsheets or inside your close checklist, an AI agent can run it automatically and prepare the results for review.
Any type — recurring, ad hoc, cash, accruals, deferrals, FX, and adjustments. Ledge agents prepare drafts based on your NetSuite data and supporting documentation for your team to review and post.
No. Ledge automates the preparation of reconciliations, working papers, and journal entries, but your team always reviews and approves before anything posts to NetSuite. Human-in-the-loop controls ensure accuracy while eliminating manual prep work.
No. Ledge connects natively with NetSuite, banks, payment processors, HR systems, and other major data sources without custom scripts or engineering support. We have one-click integrations so you can be connected in minutes.
Less than one day. Import your close checklist and connect NetSuite — then you’re live.
Ledge is SOC 2 Type II and SOC I Type I certified. Access controls and audit trails ensure full visibility and compliance across your close process.
If it lives in Excel or NetSuite, we can automate it
Always know exactly what changed and why
Ledge generates complete period-over-period rollforwards with beginning balances, movements, explanations, and ending balances for every account.
Instant GL tie-out to prove your numbers correct
Ledge automatically ties GL balances to source data from NetSuite, banks, subledgers, payroll, IC reports with supporting evidence. No more risky guesswork.
Understand variances at a deeper level
AI agents analyze drivers across accounts, departments, and entities, then draft explanations with broad operational context, eliminating hours of manual analysis.
Generate accurate reconciliation
schedules in minutes
Save countless hours by using Ledge to create schedules for prepaid, deferred revenue, recognitions, and more, complete with documented logic and monthly entries.
Journal entry automation tied to reconciliations
Ledge proposes accruals, true-ups, amortization entries, eliminations directly from the underlying data, then posts them back to NetSuite upon approval.
All the evidence,
none of the hassle
Agents collect statements, subledger exports, payroll reports, contracts, and other source files from your systems to keep all reconciliations audit-ready.
How AI agents run your NetSuite close
Run the close from one workspace
- Start with live data from NetSuite, your ERP, and banks already pre-populated instead of using blank templates.
- Spot risks and avoid bottlenecks with automatic alerts on delayed or blocked tasks across your NetSuite close.
- Capture the full audit trail in one system as you go with built-in approvals, evidence, and traceability.
Automate source-to-source reconciliation
- Run continuous NetSuite-to-source reconciliation every day, and catch variances or missed transactions early.
- Auto-clear matched transactions to let your teams focus on true exceptions.
- Roll balances forward without rebuilding spreadsheets or losing track of source data as you scale.
Handle working papers, automatically
- AI agents rebuild your existing workpaper structure each period, pulling live data from NetSuite and your other source systems.
- Use roll-forward logic to keep working papers tied to the GL, giving you consistent data across periods.
- Audit-ready documentation has supporting data linked automatically, letting accountants focus on review.
A complete JE solution inside the close
- AI agents detect and draft entries, so accountants review and approve instead of doing manual prep.
- Built-in approval workflows keep GL balances accurate and reconciled, eliminating last-minute rework.
- Every entry is linked to source data, documented automatically, and posted directly into NetSuite.
Instantly see what is causing variances
- Understand variances at a deeper level as AI analyzes drivers across accounts, departments, and entities.
- AI agents draft explanations with broad operational context, saving you hours of manual analysis.
- Give your CFO instant visibility into cash, spend, and margin drivers without waiting for the close to finish.
What getting started looks like with Ledge
Your close, live in Ledge
Import your existing close checklist
Click to connect to NetSuite
Get task ownership, visibility, alerts, and orchestration
Tasks handed off
Turn checklist tasks into automated workflows
Click-to-connect banks, HRIS, billing, and hundreds more
Configure your first agents
An agent-driven close
Agents running core checklist tasks
Reconciliations, workpapers, and flux prepared end-to-end
Journal entries drafted or posted to NetSuite
Day 1
Day 7
Day 30
We're on a mission to automate and simplify finance operations for teams working at scale.
