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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Ledge is a finance operations platform driven by AI, aimed at assisting finance teams in streamlining and expediting their month-end closing processes and managing high-volume operational tasks. Instead of relying on spreadsheets for each cycle, Ledge’s smart agents take the initiative to automatically fill in reconciliations, journal entries, cash application matches, and working papers by utilizing data from interconnected bank, ERP, billing, and payment processing systems, ensuring that when your team accesses the checklist, a significant portion of the groundwork is already laid. It enables ongoing account reconciliation, daily cash application, and features a close checklist that functions like an intelligent workbench; pre-completed tasks simplify the process, exceptions are highlighted, approvals are monitored, and audit trails connect every item back to the original transactions. Consequently, finance teams can transition from a reactive, last-minute rush at the end of the month to a more proactive and insightful review process that is context-rich, robust in controls, satisfying for auditors, and conducive to timely decision-making. This shift not only enhances efficiency but also contributes to a more strategic approach to finance management.

Description

Maxima is an advanced AI-driven platform designed for accounting and financial close automation, aiming to revolutionize enterprise record-to-report processes by taking on the most tedious and error-prone activities such as journal entry creation, reconciliations, transaction matching, variance analysis, and overall close operations while ensuring human oversight and adherence to compliance standards like SOX. Its intelligent AI agents gather data from various systems, create a cohesive financial context using an Enterprise Finance Graph, produce logic-based journal entries at scale, ensure real-time validation of the general ledger's accuracy, and offer comprehensive evidence and audit trails, enabling accounting teams to focus more on review rather than on the manual preparation of tasks. Maxima seamlessly integrates with existing ERP systems by automatically posting entries and consolidating various tasks, reconciliations, and reporting into a unified platform that not only streamlines the close process—cutting down the time needed by several days—but also eliminates repetitive tasks, achieving a high level of automation coverage that enhances overall efficiency in financial operations. This innovative approach empowers financial teams to work smarter and allocate their time to more strategic activities, ultimately driving better decision-making within organizations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets Yes 
NetSuite Yes 
Silicon Valley Bank (SVB) Yes 
Snowflake Yes 
Stripe Yes 
Workday HCM Yes 
ADP DataCloud No 
Amazon Redshift Yes 
Braintree Yes 
Chargebee Yes 
Charles Schwab No 
Checkout.com Yes 
DocumentIQ Yes 
Evolve Yes 
JMP Statistical Software Yes 
Microsoft OneDrive No 
Oracle Fusion Cloud ERP No 
Salesforce Agentforce Revenue Management Yes 
Stripe Billing Yes 
Xero Yes 

Integrations

Google Sheets Yes 
NetSuite Yes 
Silicon Valley Bank (SVB) Yes 
Snowflake Yes 
Stripe Yes 
Workday HCM Yes 
ADP DataCloud Yes 
Amazon Redshift No 
Braintree No 
Chargebee No 
Charles Schwab Yes 
Checkout.com No 
DocumentIQ No 
Evolve No 
JMP Statistical Software No 
Microsoft OneDrive Yes 
Oracle Fusion Cloud ERP Yes 
Salesforce Agentforce Revenue Management No 
Stripe Billing No 
Xero No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Ledge

Founded

2022

Country

United States

Website

www.ledge.co

Vendor Details

Company Name

Maxima

Founded

2024

Country

United States

Website

www.maxima.ai/

Alternatives

Alternatives