PipeLedger AI
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Agentic accounting

Accounting performed by agents
with context and intelligence.

PipeLedger provides the financial ontology, accounting history and governed expert judgement. Your agent uses that context to prepare proposals; a separate executor applies what you approve.

The accounting environment

Shared context. Distinct responsibilities.

Your agents work in the AI environment you choose. PipeLedger supplies governed financial context, the accounting agent prepares proposals and you decide. A separately authorized executor applies the exact supported changes you approve.

Optional · custom per client

Your other systems

Your agent script can be extended to read from the tools your team already uses. We help you connect them.

  • Coupa
  • Ramp
  • Gusto
  • Rippling
  • Procore
  • Salesforce
  • Notion
  • Google Drive
  • Slack
  • Microsoft Teams
  • Expensify
  • ADP
  • DocuSign
Data and context · read

PipeLedger

Warehouses your financial data with its ontology, accounting history and governed definitions. Stores shared readback alongside matched ledger lines.

pl_catalogpl_resolvepl_querypl_report
Data feed through pl_ tools
ReadbackDecisions, evidence and audit trail
Research · read

Accounting agent

Runs in your AI environment. Uses the feed to investigate activity and prepare proposals. It holds no ledger of its own.

Proposal and evidence
Decision

You

Approve the exact proposal, ask a question or leave it open.

Published data
Research · read accessOnly approved changes reach the booksExecution · separate authorization
Approved change
Completion record
System of record

Enterprise Resource Planning system

QuickBooks Online · NetSuite

Remains the system of record for your accounting.

Applies the exact change, then checks the result
Write · own credential

Execution agent

Performs only supported, approved operations.

The executor returns a completion record to you. Your ERP stays the system of record; PipeLedger refreshes the published financial data.

PipeLedger’s own agent tools provide governed context. They do not post to the ERP or initiate payments. Source-system execution is configured and authorized separately for each deployment.

A proposal you can review

See the evidence before you approve.

The accounting agent compares each transaction with your authorized history in PipeLedger and your accounting policies. It presents the proposed action, account, counterparty, dimensions and supporting evidence, and says plainly what it left out.

Desktop agent accounting agent reply

Example research session

Six proposals are ready for review. Check images, wire memos and supporting documents were consulted through authorized access. No accounting changes have been made.

Illustrative proposal summary · selected fields

Proposal IDProposed actionSource amountCounterpartyDistribution accountKey dimensionsEconomic descriptionEvidence
P0112Categorize$450.00 USD · Out · checkVendor: Riverside MasonryConstruction in progressCapitalized rather than expensed
Project:
Riverside Lofts
Functional segment:
Construction · project manager: Morgan Lee
Site preparation for Riverside LoftsCheck image + contractor invoice + approved capitalization policy
P0113Categorize$12,000.00 USD · Out · wireVendor: Castilian InsurancePrepaid insuranceAllocated over the documented coverage period
Project:
Castilian Yards
Functional segment:
Construction
Builder’s risk policy for Castilian YardsPolicy invoice + coverage dates + last year’s renewal
P0114Categorize$8,640.25 USD · Out · wireLender: Castilian LendingNotes payable $6,915.10; Interest expense $1,725.15Split between principal and interest
Project:
Castilian Yards
Functional segment:
Finance
Loan payment 14 of 60Lender amortization schedule + bank wire
P0115Categorize$50,000.00 USD · In · wireOwner: Castilian HoldingMember contributionsOwner funding, not revenue
Business segment:
Corporate
Capital contribution from Castilian HoldingWire memo + operating agreement + owner confirmation
P0116Match existing transaction$4,500.00 USD · Out · ACHLandlord: Castilian Property ManagementSecurity depositsRefundable, held as an asset
Project:
Riverside Commons
Geographical segment:
South: Austin, Texas
Refundable deposit on Riverside Commons leaseExisting payment + lease clause on refundable deposit
P0117Match existing transaction$18,250.00 USD · Out · checkVendor: Riverside EquipmentEquipmentAbove the approved capitalization threshold
Project:
Riverside Lofts
Functional segment:
Construction · project manager: Morgan Lee
Compact excavator for Riverside LoftsExisting purchase + invoice + capitalization policy
6 ready for approval1 held for your question

P0118: Needs attention. Customer deposit or loan? It stays open for your decision.

To approve execution, reply:

Approve P0112–P0117 for execution.

Approve P0112–P0117 for execution.
6 verified

The executor completed the approved proposals P0112–P0117.

Review where your team already works

  • Desktop agentYour chosen AI app
  • SlackConfigured connection
  • Microsoft TeamsConfigured connection
  • Other platformsYour adapter

Quality

See how your accounting agent performs.

Use these figures as guidance for approvals, execution, follow-ups, processing time and cost.

92%
Proposals approved on first reviewAccepted without changes to the proposed treatment
99%
Approved actions completed and verifiedWhether execution works
3%
Transactions edited after postingChanges identified during subsequent review
2%
Items with unresolved follow-upsQuestions, missing evidence or checks still outstanding
$0.20–$0.50
Total cost per completed transactionPipeLedger subscription and AI compute
10s–40s
Average time per transactionDepends on difficulty and batch size; excludes waiting time

Month-end close

Ask about the period. Approve the exact entries.

Ask your accounting questions in a configured review environment. Your agent investigates authorized PipeLedger data and the documents you allow it to access, then returns answers, evidence and the exact supported changes it proposes.

# finance-closeIllustrative · fictional · configured Slack connection
Jordan ReyesFinance reviewer

October close review for PipeLedger Inc., please. Four questions:

  1. Why is interest expense higher than September?
  2. Why does one Riverside server order look more profitable than the others?
  3. Is anything missing for October? Check the authorized contracts folder for new leases.
  4. Does our balance with Castilian Holding tie?
Accounting agentIllustrative reply

I reviewed the selected October activity and the agreements you authorized me to read. Four proposals are below. No accounting changes have been made.

pl_querypl_reportAuthorized lending, lease and intercompany documents

1 · Interest expense

The full loan payment was booked as interest. The lender schedule identifies a principal portion that should reduce the loan balance.

P0201Split loan payment 15 of 60Show entry and evidence

As posted · USD

AccountKey dimensionsDebitCredit
Interest expenseFunctional segment: Finance3,415.90—
Operating cashFunctional segment: Finance—3,415.90
Total · balancedDifference: 0.00 USD3,415.903,415.90

Corrected posting · USD

AccountKey dimensionsDebitCredit
Notes payableFunctional segment: Finance888.13—
Interest expenseFunctional segment: Finance2,527.77—
Operating cashFunctional segment: Finance—3,415.90
Total · balancedDifference: 0.00 USD3,415.903,415.90

Evidence: Castilian Lending agreement, Schedule A, payment 15; corresponding bank wire.

Interest expense and the loan balance each decrease by 888.13 USD. Cash is unchanged.

Approve P0201 for executionIllustrative approval control

2 · Riverside server margin

Installation costs were recorded as an office repair rather than a cost of the server sale. The proposed correction changes the presentation of cost; total profit is unchanged.

P0202Reclassify the installation costShow entry and evidence

Adjustment · USD

AccountKey dimensionsDebitCredit
Cost of salesProject: Riverside servers6,280.00—
Repairs and maintenanceProject: Riverside servers—6,280.00
Total · balancedDifference: 0.00 USD6,280.006,280.00

Evidence: Riverside contractor invoice; matched server order; approved cost-of-sales policy.

Approve P0202 for executionIllustrative approval control

3 · Missing for October

A server lease began in October. Under the company's approved accounting policy and the assumptions below, a commencement entry is proposed.

P0203Recognize the server lease at commencementShow entry and evidence

Proposed commencement entry · USD

AccountKey dimensionsDebitCredit
Right-of-use assetProject: AI platform419,542.46—
Operating lease liabilityProject: AI platform—419,542.46
Total · balancedDifference: 0.00 USD419,542.46419,542.46

Evidence: LedgerLabs server lease, term and payment clauses; reviewed lease calculation.

Decision needed: confirm the documented classification and exclusion of the renewal option. This entry remains held until that judgement is resolved and its exact version approved.

Confirm decision before approving P0203Illustrative approval control

4 · Balance with Castilian Holding

The documented October management fee was recorded on the Holding side only. The missing company-side entry explains the difference.

P0204Record the October management feeShow entry and evidence

Proposed entry · USD

AccountKey dimensionsDebitCredit
Management services expenseFunctional segment: Finance2,500.00—
Due to Castilian HoldingFunctional segment: Finance—2,500.00
Total · balancedDifference: 0.00 USD2,500.002,500.00

Evidence: Approved management services agreement; corresponding Castilian Holding entry.

After posting, verify both authorized balances on the same period and currency basis.

Approve P0204 for executionIllustrative approval control

Jordan Reyes

For P0203, I confirm the documented classification and renewal-option assumption. Approve P0201–P0204 for execution.

Accounting agent

4 verified The separately authorized executor completed the approved changes and verified the native results. After the PipeLedger refresh, I checked the selected October reports and the identified intercompany difference was resolved.

Illustrative workflow. Agreements remain in your authorized document storage. Communication, document access and supported execution routes are configured and verified separately for your environment.

Why PipeLedger

Building the agent is the easy part. Our four pillars make it reliable.

Safety

Governed financial access and separately authorized source execution, with permissions selected for each role.

Scoped accessSeparate authorizationApproved operations

Audit

Trace the proposal, exact approval and native result through the accounting agent’s retained customer-held records.

Exact versionsDecision historyNative references

Context

Give authorized agents consistent account meaning, accounting history and approved company definitions.

Financial ontologyApproved mappingsCompany policies

Evidence

Retain submitted purpose, provenance and evidence references for matched postings when context sharing is enabled.

Economic purposeDecision provenanceDocument references

Set up your accounting environment

QuickBooks Accounting AgentWhat it can do, how it connects and how to set up your workspace.
NetSuite Accounting AgentSupported work, NetSuite access and your company workspace.
Agentic accounting | PipeLedger AI