SoftLedger

Frequently Asked Questions

What is SoftLedger, and why integrate with it?

SoftLedger is a modern, cloud‑native accounting and financial consolidation platform designed for businesses that need more than basic bookkeeping. By integrating with SoftLedger, you can automate financial workflows, centralize multi‑entity data, streamline accounting processes, and gain real‑time visibility into your company’s financial health, helping your team reduce manual work, improve consistency, and accelerate critical processes like ledger management, invoicing, revenue recognition, and financial reporting.

How does the integration work?

We connect securely to SoftLedger using its API-first architecture. When an event occurs, for example a new invoice, payment receipt, intercompany transaction, or subscription billing, our platform automatically triggers the appropriate workflow: create or update ledger entries, assign approvals, sync data with other systems, generate financial reports, and more. This automation ensures your accounting stays current and accurate, without manual intervention.

What can I automate?

• Accounts receivable & accounts payable workflows (billing, payments, vendor management)

• Revenue recognition and recurring or usage‑based billing (especially for SaaS / subscription‑based businesses)

• Multi‑entity and multi‑currency consolidation (ideal for businesses operating across subsidiaries or locations)

• Automatic intercompany eliminations and reconciliations when consolidating financials across business units

• General ledger entries, journal‑entry automation, and maintenance of a flexible chart of accounts with custom dimensions (cost centers, projects, departments)

• Cash flow management, financial reporting, analytics and dashboards that reflect real‑time data across entities and currencies

Is my data secure / is SoftLedger reliable?

Yes. SoftLedger is a cloud‑native platform built for modern businesses. Its architecture supports secure connections, and it’s capable of handling multi‑entity, multi‑currency setups, giving you enterprise‑grade consolidation and accounting capabilities without the complexity of traditional full‑scale ERP systems.

Will this change how I use SoftLedger?

No. You can continue using SoftLedger as your core accounting system , entering transactions, managing payables/receivables, and maintaining your chart of accounts as usual. The integration works behind the scenes, automating many repetitive tasks and consolidations, and surfacing real‑time insights, without replacing your primary workflow.

What do I need to get started?

You’ll need a SoftLedger account with API access enabled (SoftLedger is built around an API‑first, cloud‑native model). From there, we’ll help you configure the connection, map your chart of accounts/entities, and define the workflows you’d like to automate (invoicing, consolidation, intercompany reconciliation, etc.).

How can I try it?

Schedule a demo with our team. We’ll show you how the integration works and help you launch your first automated workflow inside SoftLedger, from recording transactions to consolidated reporting, to let you see the value almost immediately.