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Average Ratings 0 Ratings
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Adyen
Yes
CITI Unify
Yes
Chargebee
Yes
DocumentIQ
Yes
Evolve
Yes
Google Sheets
Yes
J.P.Morgan Workplace Solutions
Yes
JMP Statistical Software
Yes
Microsoft Excel
Yes
NetSuite
Yes
Integrations
Adyen
No
CITI Unify
No
Chargebee
No
DocumentIQ
No
Evolve
No
Google Sheets
No
J.P.Morgan Workplace Solutions
No
JMP Statistical Software
No
Microsoft Excel
No
NetSuite
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$39
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)
No
In Person
No
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