+
+

Related Products

  • FISPAN
    5 Ratings
    Visit Website
  • Zahara
    34 Ratings
    Visit Website
  • Mortgage Automator
    189 Ratings
    Visit Website
  • Clazar
    90 Ratings
    Visit Website
  • FreshBooks
    5,467 Ratings
    Visit Website
  • Melio
    2,205 Ratings
    Visit Website
  • LoanPro
    144 Ratings
    Visit Website
  • Xero
    5,852 Ratings
    Visit Website
  • EBizCharge
    204 Ratings
    Visit Website
  • Juspay
    16 Ratings
    Visit Website

About

A fully automated reconciliation solution that will automate and standardize your account reconciliation process to generate real-time and accurate financial statements. Summarized view of real-time data, reconciliations with relevant statuses, breaks by age, interfaces, notifications and reminders. Customer-specific templates, matching rules, files interfaces and effective break management for performing automated reconciliations. Effectively manage reconciliation process between custodian accounts and internal accounting systems, funds and legal entities. Leaders can continuously monitor and evaluate performance to drive further process optimization by leveraging a combination of data. Process standardization, embedded internal controls, real-time reporting and dashboards, accounting and finance.

About

Ledge is an AI-powered finance operations platform designed to help finance teams automate and accelerate their month-end close and high-volume operational workflows. Rather than starting with spreadsheets each cycle, Ledge’s intelligent agents automatically populate reconciliations, journal entries, cash-application matches, and working papers using connected bank, ERP, billing, and payment-processor data, so when your team opens the checklist, much of the heavy lifting is already done. It supports continuous reconciliation of accounts, daily cash-application, and a close-checklist that behaves like an intelligent workbench; tasks come pre-completed, exceptions get flagged, approvals are tracked and audit trails link every item back to source transactions. Finance teams can therefore move from a reactive, end-of-month crunch to a forwmplex jouard-looking, context-rich review process where controls are strong, auditors are satisfied, and decisions are timely.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses seeking for a loan servicing software

Audience

Finance teams wanting a solution to automate their close, reconciliation and cash-application workflows

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CashTrax
United States
www.cashtrax.net/index.html

Company Information

Ledge
Founded: 2022
United States
www.ledge.co

Alternatives

Alternatives

T-Recs

T-Recs

Trintech
QX QuickReco

QX QuickReco

QX Global

Categories

Categories

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Integrations

Adyen
Amazon Redshift
Braintree
CITI Unify
Chargebee
Checkout.com
Evolve
Google Cloud BigQuery
Google Sheets
J.P.Morgan Workplace Solutions
NetSuite
PayPal
Recurly
Salesforce Agentforce Revenue Management
Silicon Valley Bank (SVB)
Stripe
Stripe Billing
Wells Fargo Business Checking
Workday HCM
Zuora

Integrations

Adyen
Amazon Redshift
Braintree
CITI Unify
Chargebee
Checkout.com
Evolve
Google Cloud BigQuery
Google Sheets
J.P.Morgan Workplace Solutions
NetSuite
PayPal
Recurly
Salesforce Agentforce Revenue Management
Silicon Valley Bank (SVB)
Stripe
Stripe Billing
Wells Fargo Business Checking
Workday HCM
Zuora
Claim CashTrax and update features and information
Claim CashTrax and update features and information
Claim Ledge and update features and information
Claim Ledge and update features and information