Accounts receivable that runs itself.
10 intelligent agents automating the entire AR workflow — from invoice creation to cash application. Natural language queries let your finance team ask questions in plain English.
End-to-end AR automation
10 intelligent agents working in concert — from invoice creation to cash application. Each agent hands off to the next with typed contracts and full audit trails.
Meet the agents
Three coordinated agent groups covering every aspect of accounts receivable — document flow, payment processing, and financial intelligence.
Invoice Creation
Document Generation
Automated invoice generation from purchase orders and contracts. Multi-format output (PDF, XML, EDI). Template engine with dynamic fields and branding.
Validation Agent
Rules Engine
Deterministic business rules that never mix with LLM inference. Tax compliance, duplicate detection, and field-level validation with full audit trail.
Delivery Agent
Multi-Channel Distribution
Email, customer portal, EDI, and API delivery with read receipts, bounce handling, and retry logic. Tracks every touchpoint.
Payment Reminder
Intelligent Dunning
Smart dunning sequences that adapt to customer behavior. Escalation rules, payment plan offers, and multi-channel follow-up.
Cash Application
Payment Matching
Intelligent payment-to-invoice matching with partial payment handling, lockbox processing, and bank feed reconciliation.
Dispute Management
Resolution Workflow
Automated dispute detection from customer communications. Classification, assignment, and escalation with SLA tracking.
Credit Risk
Risk Assessment
Real-time credit scoring using payment history, financial data, and external signals. Automated credit limit management.
AR Aging & Forecasting
Predictive Analytics
Aging bucket analysis with cash flow forecasting, collection priority scoring, and what-if scenarios for cash management.
Compliance & Audit
Regulatory Engine
Full audit trails for every transaction. SOX compliance, ASC 606 revenue recognition, and automated regulatory reporting.
CFO Copilot
Natural Language Interface
"Who owes me money?" "What invoices are overdue?" Plain English queries across your entire AR pipeline with contextual follow-ups.
Ask anything in plain English
The CFO Copilot is a natural language interface to your entire accounts receivable pipeline. Ask questions, get insights, and take action — all in plain English with contextual follow-ups.
Example queries:
Connects to your existing systems
LEDGERLY PRO connects through the Enterprise Data Bridge — no ETL, no data movement, bidirectional sync with your accounting and ERP systems.
Production-proven performance
Intelligent agents
ERP connectors
Response time
Accuracy
Architecture
Audit trail
Connects to your existing enterprise systems — no data movement required
