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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
Streamlined Advanced Reporting with User-Friendly Dashboards Make informed choices and enhance efficiency in your advertising agency using Project.BI's state-of-the-art software! Initiating your journey into business intelligence has never been more straightforward. Connect effortlessly to your data by utilizing our intuitive connection wizard to gather data from various sources. Dive deep into your data analysis with our comprehensive industry-standard dashboards. Featuring a vibrant array of pre-designed analytics dashboards grounded in best practices, Project.BI ensures an engaging experience for every user. STAFF metrics are clearly displayed, making your essential asset easy to understand. CLIENTS & JOBS insights allow you to track client statistics and assess job performance effectively. The FINANCE & SUMMARY section offers executive metrics and financial dashboards for an overarching view of your business's health. Enjoy seamless access on any device thanks to our HTML5 framework, enabling you to view your dashboards conveniently on mobile phones, tablets, and laptops, ensuring that you stay informed wherever you are. With Project.BI, your data-driven decisions become simpler and more effective than ever before.
API Access
Has API
No
API Access
Has API
No
Integrations
Adyen
Yes
Amazon Redshift
Yes
Braintree
Yes
Checkout.com
Yes
Evolve
Yes
Google Cloud BigQuery
Yes
Google Sheets
Yes
J.P.Morgan Workplace Solutions
Yes
JMP Statistical Software
Yes
Microsoft Excel
Yes
Integrations
Adyen
No
Amazon Redshift
No
Braintree
No
Checkout.com
No
Evolve
No
Google Cloud BigQuery
No
Google Sheets
No
J.P.Morgan Workplace Solutions
No
JMP Statistical Software
No
Microsoft Excel
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$11 per user, per month
Free Trial
Yes
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
No
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
Project.BI
Founded
2020
Country
Denmark
Website
project.bi
Product Features
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
No
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
