Ledgerly

AI-Powered Accounts Receivable Automation

10 specialized AI agents orchestrate your entire AR pipeline — from invoice creation through cash application to CFO-level insights. Collect faster, match smarter, and never chase a payment manually again.

The 10-Agent AR Pipeline

Every stage of your accounts receivable process is handled by a purpose-built AI agent. They communicate, coordinate, and escalate autonomously so your finance team can focus on strategy instead of spreadsheets.

Document Flow

Invoice Creation Agent

Automatically generates invoices from contracts, purchase orders, and delivery confirmations with line-item accuracy and tax compliance.

Validation Agent

Cross-checks every invoice against contracts, pricing rules, and customer terms before dispatch to prevent billing errors and disputes.

Delivery Agent

Routes invoices through each customer's preferred channel — email, EDI, AP portal — and confirms receipt with read-tracking.

Payment Flow

Payment Reminder Agent

Sends personalized, escalating reminders on a per-customer cadence tuned by payment history and relationship context.

Cash Application Agent

Matches incoming payments to open invoices using AI pattern recognition — handles partial payments, overpayments, and remittance parsing.

Dispute Management Agent

Classifies disputes by root cause, gathers supporting documents, and proposes resolutions to accelerate settlement.

Credit Risk Agent

Continuously scores customer credit risk using payment behavior, financials, and market signals to adjust terms proactively.

Intelligence

AR Aging Agent

Builds dynamic aging reports with predictive cash-in forecasts, bucket analysis, and trend detection across customer segments.

Compliance Agent

Enforces revenue recognition rules (ASC 606), tax regulations, and audit-ready documentation across every transaction.

CFO Copilot

Your conversational AR analyst — ask questions in plain English and get instant answers backed by real-time ledger data.

CFO Copilot — Natural Language AR Queries

Stop digging through reports. Ask your AR data anything and get instant, accurate answers powered by real-time ledger intelligence.

"What's our DSO trend over the last 6 months?"

Instantly charts DSO movement with contributing factors and peer benchmarks.

"Which customers are at risk of default?"

Surfaces high-risk accounts with credit scores, aging data, and recommended actions.

"Show me aging by region for Q4."

Breaks down receivables by geography with drill-through to individual invoices.

"Forecast next month's cash inflow."

Predicts collections using payment probability models trained on your historical data.

How It Works

1

Ask in Plain English

Type any AR question the way you'd ask a colleague.

2

AI Queries Your Ledger

The Copilot translates your question into precise data queries across your entire AR system.

3

Get Actionable Answers

Receive charts, tables, and recommendations — not just raw data — in seconds.

Enterprise Data Bridge

Ledgerly connects to your existing financial ecosystem through our Enterprise Data Bridge. Over 40 pre-built ERP connectors ensure data flows securely in real time — no rip-and-replace required.

SAP

S/4HANA, ECC, FI/CO modules with real-time sync

Oracle

Cloud ERP, E-Business Suite, Fusion Financials

NetSuite

SuiteCloud integration with native AR module sync

QuickBooks

Online and Desktop editions with automated data exchange

Real-Time Sync

Bi-directional data flow keeps your ERP and Ledgerly in lockstep with sub-second latency.

Enterprise Security

SOC 2 Type II certified. End-to-end encryption, role-based access, and full audit logging.

40+ Connectors

Pre-built integrations for every major ERP, CRM, and banking platform — deploy in days, not months.

Measurable AR Impact

Ledgerly customers see transformational results within the first 90 days. These are median outcomes across our customer base.

65%

Reduction in DSO

Days Sales Outstanding cut from 45 to 16 days on average

90%

Auto-Match Rate

Payments matched to invoices without human intervention

40%

Fewer Disputes

Proactive validation catches errors before they become disputes

24/7

Automated Collections

AI agents work around the clock across every time zone

Stop Chasing Payments. Start Collecting Automatically.

See how Ledgerly's 10-agent pipeline can transform your accounts receivable operations. Book a personalized demo with our AR automation specialists.