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Average Ratings 0 Ratings

Total
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

Numeric empowers teams to efficiently manage their close process, optimize reconciliations, and utilize AI for automated flux analysis and rapid reporting. By centralizing and refining the month-end close, teams can take advantage of recurring workflows and collaborative tools. Designed for speed, Numeric enables users to operate at an accelerated pace. Enhance your month-end close with automation and workflows that prioritize efficiency and oversight. Manage every aspect of your close from a single interface, encompassing journal entries, reconciliations, flux analysis, review notes, tasks, and subtasks. You can schedule recurring tasks at various intervals—monthly, quarterly, annually, or even on a personalized timeline—ensuring you have the appropriate checklist when needed. All comments can be viewed and addressed, and updates as well as reviews can be conducted from one centralized platform. Additionally, leverage rich-text procedures and pinned links to meticulously document every detail, consolidating all pertinent information in one convenient location. This comprehensive approach not only enhances organization but also fosters clearer communication among team members.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets Yes 
Microsoft Excel Yes 
NetSuite Yes 
QuickBooks Online Yes 
Xero Yes 
AngelList No 
Box No 
CITI Unify Yes 
DocumentIQ Yes 
Evolve Yes 
Google Cloud BigQuery Yes 
J.P.Morgan Workplace Solutions Yes 
JMP Statistical Software Yes 
Mercury No 
Okta No 
PayPal Yes 
Salesforce Agentforce Revenue Management Yes 
Silicon Valley Bank (SVB) Yes 
Wealthfront No 
Zip No 

Integrations

Google Sheets Yes 
Microsoft Excel Yes 
NetSuite Yes 
QuickBooks Online Yes 
Xero Yes 
AngelList Yes 
Box Yes 
CITI Unify No 
DocumentIQ No 
Evolve No 
Google Cloud BigQuery No 
J.P.Morgan Workplace Solutions No 
JMP Statistical Software No 
Mercury Yes 
Okta Yes 
PayPal No 
Salesforce Agentforce Revenue Management No 
Silicon Valley Bank (SVB) No 
Wealthfront Yes 
Zip Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

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

Numeric

Country

United States

Website

www.numeric.io

Alternatives

Alternatives