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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

ReconcileCSV efficiently aligns payout CSVs from payment processors with bank statement CSVs, allowing for seamless month-end closures without the need for client file uploads or processor connections. You can preview the service at no cost, and it requires only a one-time payment of $39. All files remain within your browser, eliminating the need for account creation, OAuth, or ongoing subscriptions. A 7-day refund policy is available upon request. The service currently supports popular processors such as PayPal, Square, Shopify Payments, Stripe, as well as generic CSVs that feature date and amount. Notably, Square and Shopify utilize the same date and amount matching system, negating the need for a distinct parser. It's important to note that the service does not establish connections with processors or banks, nor does it handle journal entries, ensuring a straightforward user experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Adyen
Amazon Redshift
CITI Unify
Checkout.com
DocumentIQ
Evolve
Google Cloud BigQuery
Google Sheets
JMP Statistical Software
NetSuite
PayPal
QuickBooks Online
Recurly
Sage 100
Silicon Valley Bank (SVB)
Stripe
Stripe Billing
Wells Fargo Business Checking
Xero
Zuora

Integrations

Adyen
Amazon Redshift
CITI Unify
Checkout.com
DocumentIQ
Evolve
Google Cloud BigQuery
Google Sheets
JMP Statistical Software
NetSuite
PayPal
QuickBooks Online
Recurly
Sage 100
Silicon Valley Bank (SVB)
Stripe
Stripe Billing
Wells Fargo Business Checking
Xero
Zuora

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ledge

Founded

2022

Country

United States

Website

www.ledge.co

Vendor Details

Company Name

Loopspur LLC

Founded

2026

Country

United States

Website

reconcilecsv.com

Product Features

Alternatives

Alternatives

No Alternatives