A fully autonomous AI agent runs your accounting, finance and audit: the work of a bookkeeper, controller, financial analyst and auditor. We tailor it to your business, then support and maintain it like any other system you rely on.
Open demo on a made-up company. No sign-in.
Connects to the systems you already use: through each system's official API, or regular file exports where there isn't one. We set up the connections when we customize the agent.
QuickBooks OnlineQuickBooks DesktopXeroNetSuiteSage IntacctSage 50Microsoft Dynamics 365SAP Business OneSAP S/4HANAOracle FusionAcumaticaOdooEpicorInforWorkdayFreshBooksZoho BooksBank feeds, statements and card accounts from any US bank
Bill.com, Ramp, Brex, Expensify
Gusto, ADP, Paychex, Rippling
Stripe, Square, PayPal
Google Drive, SharePoint, OneDrive, Dropbox
Gmail, Outlook, Microsoft Teams, Slack
The work of a finance team, done every day instead of once a month.
Books reconciled to the bank daily, so the profit and cash you see are real.
Vendor bills entered, customers billed and routine entries prepared for you, with every transaction audited as it's recorded.
Ask "can we afford to hire?" and get an answer from your own numbers.
Vendor bills captured from email and entered, customer invoices issued from contracts and schedules, transactions coded and reconciled daily, not at month-end. Does the work of a staff accountant, AP and AR.
Accruals, prepaids, fixed assets, cut-off and bank reconciliations, each with the evidence attached. Does the work of a controller.
Close pack, KPI dashboard, lender package and 13-week cash forecast, with every figure linked to its source. Does the work of reporting and FP&A.
Every transaction tested as it's recorded: duplicate payments, vendor overbilling, owner charges, cut-off, loan covenant risk and payment fraud. Does the work of internal audit.
It connects, checks, reports and runs, every day.
Read-only links to your accounting system, bank, files and inboxes. Nothing to install.
Every transaction compared with the bank, your contracts and what your team agreed by email, then coded and filed.
Financial statements, analysis and what the numbers mean, plus every problem with its dollar impact, proof and fix.
It posts, reconciles and reports by itself within the rules you set. Anything outside them comes to you.
The agent runs your accounting, finance and audit work. Ask in plain English, in chat or by email, and it does the work: entries, reports, analysis and the explanation behind them.
Entered bill NS-2295 for $11,400 (120 hours in September).
Nexus still owes you $14,820 for a payment made twice in June. Take it off Friday's payment?
Only if they're billable. Cash is fine, but two unbilled hires would push your loan covenant below the bank's 1.25x minimum.
Raw exports and files are saved unchanged with a digital fingerprint before anything is analyzed. Every number links back to the ledger lines, documents and messages behind it.
Contracts are read for prices, schedules, acceptance clauses and covenants. Email and chat are read for decisions people made but never recorded.
Reconciliations, schedules and forecasts are calculated by code, not estimated by the AI. Specialist agents test cut-off, capitalization, duplicates and overbilling.
Every entry is balanced and documented, with a plain-English summary. Entries within your rules post automatically; the rest wait for approval.
Several companies, several systems, several currencies. The agent works across all of them and gives you one set of numbers.
Harborview is a made-up 14-person consulting firm with a good bookkeeper and a CPA review every quarter. Its books looked healthy. In one pass, the agents found this.
The agent can start by only reading and reporting, then take over one function at a time as it proves accurate on your books, until it runs everything.
The agents can't change your books, move money or message anyone until you allow it.
It doesn't need an accountant to check its work, but your accountants, controller or auditors can review any entry, reconciliation or report, with the evidence behind it, at any time.
We monitor the agent, update it and fix issues, so it keeps running like any other business system.
Each figure links to the ledger lines, documents and messages behind it.
Instructions hidden in an email or file are reported to you, never followed.
Kept separate for each client, encrypted, and never used to train shared AI models.
Every step the agents take and every approval is recorded and can be reviewed.
Observe. Reads everything, answers questions and flags issues. Writes nothing.
Prepare. Drafts entries, reconciliations, reports and messages into your approval queue.
Act under a limit. Posts routine entries below a dollar threshold you set, and logs them for review.
Run with exceptions. Runs the function end to end; you review exceptions and a random sample.
Audits, reviews and signed tax returns require a licensed CPA. Ledger Summit prepares audit-ready support and tax workpapers; licensed CPA partners perform attest work and sign returns.
Look first, or see it run your books next to your current team. Either way, nothing changes until you decide.
Read-only. About two weeks.
We connect read-only to 12 months of your history and send you a findings report like Harborview's: what's wrong, what it costs and what to fix. Nothing in your books changes.
A fully working version, side by side.
We set up a complete agent-run version of your accounting, finance and audit that runs alongside your current system and team, on the same transactions. You and your CFO compare both live and decide for yourselves.
A call about your business, then read-only connections to your accounting system, bank, documents and mailboxes.
The agents review 12 months of history: what's wrong, what it costs, what to fix.
The agent-run books process the same month as your team. You see both closes, both reports and every difference.
Daily bookkeeping and checks, a monthly close and reports, with our support whenever you need it.
A controller agent coordinates ten specialists. Each does one job the way an experienced person in that seat would.
The agent works by itself, like any other software you depend on. It doesn't need an accountant to review its work, but everything it does is open to your team's review, and our support is there whenever you need it.
Set up for your chart of accounts, entities, systems, policies and approval rules.
Questions, new reports or a change in how you work: we handle it.
Monitored, updated and extended as your business and your systems change.
We also build AI agents that work inside your own team: connected to your systems, following your approval rules, and tested on your own history before they go live.
It's the work of a finance team (bookkeeping, month-end close, reporting, cash forecasting and controls) done by an autonomous AI agent that works in your accounting system, bank, documents and messages. Ledger Summit customizes it for your business, supports it and maintains it.
Yes. In a parallel run we set up a fully working agent-run version of your books alongside your current system and team, on the same transactions. You compare close speed, accuracy and issues caught, live, before deciding anything.
It can run the whole function on its own and doesn't need an accountant to review its work. Everything it does stays open to your team's review, and our support is available whenever you need it. Some clients keep a bookkeeper or controller to set the rules and handle exceptions; others let the agent run everything. A parallel run lets you compare it with your current team before deciding.
Not at first. It starts read-only, then prepares entries for your approval. You decide if and when routine entries under a dollar limit can post automatically.
QuickBooks Online, Xero, NetSuite and Sage, plus bank feeds, Google Drive, SharePoint, Gmail, Outlook, Microsoft Teams and Slack.
No. Those require a licensed CPA. The agents prepare audit-ready support and tax workpapers, and licensed CPA partners do the attest work and sign returns.
Access is read-only by default. Each client's data is kept separate and encrypted, it's never used to train shared AI models, and every action the agents take is logged.
Yes. Our AI agent implementation service designs, builds and rolls out finance agents inside your systems, with your approval rules, and supports them after launch.
We connect read-only to 12 months of your history and send you a findings report like Harborview's: money owed back, numbers to fix, risks to act on now.