New browser agents for customer AP portals
AI agents for finance operations

Your books, closed
before anyone asks.

Ledgerline agents do the work between a transaction and a board number, on the ERP you already run, with every step on the record.

Book a demo See it work

Runs on NetSuite, QuickBooks, Xero, SAP and Dynamics SOC 2 Type II

Execution ledger October close
Live

October 2026

Board pack ready for review

On track

Revenue, MTD

$48.2M

+12.4%

Cash applied

94.6%

Open exceptions

0

All resolved
  1. 09:42:05 Portals 18 invoices uploaded to Coupa $412,750 Posted
  2. 09:41:47 Invoicing INV-2091 checked against contract, posted to NetSuite $64,200 Posted
  3. 09:41:20 Priya · Controller Approved 7 journal entries 7 JEs Posted
  4. 09:40:58 Withholding Withholding mismatch on INV-2076 explained $842 Resolved
  5. 09:40:31 Collections 6 follow-ups sent from ar@ $212,400 Posted
  6. 09:40:12 Cash application Matched 23 remittances to open invoices $1,840,000 Matched

Plugs into the systems you already run.

  • NetSuite
  • QuickBooks
  • Xero
  • Sage Intacct
  • SAP
  • Dynamics 365
  • Oracle
  • Gmail
  • Outlook
  • Slack
  • Coupa
  • Ariba
How it works

How it works

01 Connects

Sits on top of your ERP. Nothing to rip out.

Ledgerline reads and writes to your ERP, bank feeds, inboxes and customer portals. No migration and no IT project: most teams are connected inside two weeks.

See the rollout

02 Learns

Learns your rules, then keeps learning.

Agents start from your chart of accounts, customer terms and the way your team already works. Every correction becomes a rule, so exceptions shrink month after month.

What it owns

03 Executes

Agents do the work. You make the calls.

Matching, posting, chasing and reconciling run all day. When something needs judgment, the agent hands it to the right person with the context attached, then waits.

Who owns what

04 On the record

Every action, traceable.

Each step is logged with who did it, what changed and why, agent or human. Auditors get a trail. Your controller gets a reason behind every number.

Security and audit

70% of routine finance work, handled. Your team keeps the judgment calls.

Share of routine work handled by agents across deployments

Platform

One execution layer.
Six jobs it owns.

Start with one. Add the next when you're ready. Everything runs on the ERP you already have.

Invoice validation & posting

Every invoice is checked against the contract and the delivery data before it goes out, then posted to your ERP and uploaded to the customer's portal.

Learn more
From a deployment

A contract called for 22 monthly invoices across four cost centers. The team had been raising 21: the same cost center was missed for eleven months running. $96,000 in revenue never billed, because everyone was busy processing the other 21.

Collections

Follow-ups go out on schedule from your team's own inbox, with full context. Escalations happen on time. People step in only when a customer needs a conversation.

Learn more
From a deployment

An invoice sat with a customer for two months because the wrong PO was mapped. Everyone assumed it was in process. $68,000 of working capital stayed blocked until the agent flagged the mismatch and chased the corrected PO.

Cash application & withholding reconciliation

Incoming payments matched to the right invoices using remittances from email, bank patterns and customer rules. Withholding and short-pays reconciled against tax-authority statements continuously.

Learn more
From a deployment

$1.84M arrived by wire with no remittance attached. The agent found the advice in a Gmail thread, matched it to three invoices, accounted for $30,400 in tax withheld by the customer and posted to NetSuite. AR saw it in the log afterwards.

Browser agents for portals

Agents handle the work that means logging in to customer AP portals, supplier systems and government sites: uploading invoices, pulling reports, filing forms. No scripts to maintain.

Learn more
From a deployment

200 invoices uploaded across 15 customer AP portals (Coupa, Ariba, Tungsten and a dozen in-house ones) in one batch. Different logins, upload flows and confirmation screens. Done in minutes, with a confirmation receipt for every upload.

Anomaly detection

Mismatches, variances and unexplained movements are caught when they happen, then assigned to an agent or the right person. Resolution is tracked to the end.

Learn more
From a deployment

A customer withheld tax at 5% where the agreed rate was 2%. The $5,052 short-pay was caught the same day, assigned to the AR manager, settled with one message to the customer and posted back to the ERP.

Board-ready reporting

One number, reconciled at source, with variance explained before anyone asks. The board pack is ready on day two because every transaction behind it was already owned.

Learn more
From a deployment

A CFO was getting three revenue figures from three systems before every board meeting. Now there is one source, variance notes are drafted automatically and the caveats are gone. So is the night-before reconciliation spreadsheet.

Division of labour

Agents take the volume. People keep the judgment.

Read it like a T-account. Everything on the left runs without a ticket. Everything on the right stays with your team, with the context already gathered.

Agents own 8 lines
Your team owns 4 lines
  1. 01 Invoice creation and contract checks 01 Reviewing outcomes
  2. 02 Posting to the ERP 02 Credit limits, write-offs and escalations
  3. 03 Cash application and matching 03 Setting agent rules and thresholds
  4. 04 Collections follow-ups and escalations 04 Approving exceptions that need judgment
  5. 05 Withholding and deduction reconciliation
  6. 06 Portal uploads and downloads
  7. 07 Anomaly triage and routing
  8. 08 Variance write-ups for the board pack

Not software your team has to learn. An execution layer your CFO can hold accountable.

Rollout

Live before your next close.

  1. Phase 01 Weeks 1–2

    Connect

    We connect to your ERP (NetSuite, Sage Intacct, SAP, Dynamics and others), bank feeds and inboxes. No IT project. Clean data and live pipelines inside two weeks.

    • ERP read and write access
    • Bank feeds and AR inbox
    • Rules from your current process

  2. Phase 02 Month 1 onward

    Execute

    Agents run continuously: matching, flagging, resolving, posting. When a decision needs a person, the agent assigns it and waits. Nothing slips.

    • Daily cash application
    • Collections on schedule
    • Exceptions routed with context

  3. Phase 03 From your first close

    Report

    Every board number comes from a reconciled source with anomalies already resolved. One version, and no caveats in the meeting.

    • Close in days
    • Variance notes drafted
    • Audit trail for every entry
Outcomes

What finance teams see after go-live.

Measured across deployments at growing companies running NetSuite, Sage Intacct, SAP and Dynamics.

Month-end close
2–3 days
Down from 7–10. The time comes out of the back-and-forth, not out of people working faster.
Cash applied before close
90%+
Receipts matched to invoices, including withholding, partial payments and short-pays.
When reporting accuracy improves
First close
Within your first month-end close on Ledgerline. Not next quarter, and not after a long onboarding.
Recovered in unreconciled deductions
$M+
Short-pays, chargebacks and credit memos that had no owner, surfaced and resolved within 90 days.

Based on deployments at companies with $50M–$1B in revenue. Results vary with ERP complexity and transaction volume. We'll estimate yours on a call.

Cost of the gap

0.5–1% of revenue leaks out every year.

Margin you can't explain, working capital you can't reach and board numbers you can't fully defend. At $500M in revenue that's $2.5–5M a year, quietly.

Your team isn't missing it because they're careless. They're stretched across low-value execution work. Ledgerline recovers what leaks by owning that work end to end, and usually pays for itself from what it finds.

Quick estimate USD
$500M
Estimated leakage per year

$2.5M–$5.0M

Model it in detail

Directional, at 0.5–1% of revenue. The full calculator models cash, labor and financing.

Customer outcomes

Before and after, in two companies.

$400M services company

NetSuite · 14-person finance team

Cash application
5-day lag Same day
Withholding reconciliation
Annual Continuous
Month-end close
8 days 3 days

$120M SaaS company

Sage Intacct · 6-person finance team

Board pack
3 conflicting versions 1 reconciled source
Variance explanations
Written by hand Drafted automatically
CFO caveats
Every meeting None since go-live
Security

Built for the people who sign the audit letter.

Ledgerline touches your ledger, your bank data and your customers. It is held to the standard that deserves.

Read about security

  • SOC 2 Type II

    Independently audited. The report is available under NDA.

  • Encrypted everywhere

    Data is encrypted at rest and in transit, across every system we run.

  • Never used for training

    Your financial data is not used to train models, ours or anyone else's.

  • Access and audit

    Role-based access controls and a full audit trail of every agent and human action.

Make the close boring again.

Thirty minutes with our team. We'll map where your execution gaps are and what Ledgerline would own first.

Book a demo

SOC 2 Type II · Live in two weeks on your current ERP

Prefer a callback?

Tell us about your setup and we'll come back with a specific view of what Ledgerline would own for you.