Agentic Automation

AI that runs your back office, end to end

Not a chatbot bolted onto your ledger. GenLedge does the back-office work for you (reading documents, coding transactions, matching, reconciling, and chasing payments) and brings only the decisions that matter to your team.

Inbox to books

work handled end to end

Exceptions only

reach your team

Email & WhatsApp

customers reach you anywhere

Always on

works around the clock

See it in action

What it looks like: an invoice, handled

Here's what happens the moment a vendor bill arrives.

  1. 1

    It arrives

    A bill lands by email, upload, or message. GenLedge picks it up automatically.

  2. 2

    It's read

    Every detail is captured (vendor, amounts, dates, line items) with no typing.

  3. 3

    It's checked

    The bill is matched to your purchase order and past bills, and flagged if something looks off or duplicated.

  4. 4

    It's coded

    The right accounts, cost centers, and tax treatment are filled in for you.

  5. 5

    You review exceptions

    Clean bills move ahead; only the ones that need a human come to you, with the reason attached.

  6. 6

    It's posted

    Approved bills are recorded to your books, ready to pay.

The invoice workspace showing a bill read, checked, coded, and ready for review
Built to be trusted

Powerful automation, fully under your control

Robust, secure, private, and transparent, so you get the speed of automation without giving up oversight.

You stay in control

The automation does the busywork; your team approves the decisions that matter. Nothing important happens without a person's sign-off.

Everything is on the record

Every action is captured and explainable, so month-end and audits are a lookup, not a scramble.

Your data stays yours

Your information is isolated to your business, encrypted, and never used to train anyone else's systems.

Robust and always on

It runs around the clock with the checks and safeguards to keep your books accurate and your work moving.

Integrates with your existing tools

QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
How we work together

From a free workshop to a live pilot

You see real value on your own data before you commit to anything.

Step 1

Free AI Workshop

Free · yours to keep

A complimentary workshop with your team mapping how AI tools (any AI tools, not just GenLedge) can 10x your team's efficiency. It's yours to keep and act on, whether or not you go further with us.

Step 2

Deep Dive & Use Case Selection

We dig into your workflows with your team, shortlist 2-3 high-value use cases, and agree on one to prototype.

Step 3

See It Working

We stand up a live demo environment for your chosen use case, so you see real, working value before committing to anything.

Step 4

Proposal & Sign-Off

We submit a final proposal (a pilot or full implementation) scoped and priced for your business, for you to review and sign off.

Step 5

Implementation & Go-Live

Our team builds, tests, and launches the agreed solution, with support through go-live.

FAQ

Questions about the automation

The things finance teams ask us first.

No. GenLedge actually does the work: reading each document, checking it, coding it, and bringing only exceptions to you. A chat interface is available, but the real value is the automated work happening in the background, all of it governed and reviewable.

See it run on your own workflow

Start with a free workshop. We'll map where automation can 10x your team, and stand up a working demo on a real job before you decide anything.