Embedded AI Agents for Modern Finance Teams
Clearledgr embeds AI agents in the tools your team already uses to execute finance workflows end-to-end. No new platform to log into. No big process re-write. No context switching.
Co-designed with finance teams at leading fintech and enterprise companies.
Modern finance teams run on modern tools, but the work is still manual.
Data is fragmented across banks, payment gateways, ERPs, internal tools, portals, and spreadsheets.
Reconciliation, FP&A data prep, and approvals depend on exports, CSV clean-up, and email threads.
Exceptions are found late, explained poorly, and re-investigated every period.
Close cycles and reporting are slow, stressful, and hard to scale as the business grows.
Finance doesn't need another dashboard. It needs better execution.
Clearledgr is an embedded execution layer for finance.
AI agents live inside Gmail, Slack, Sheets, Excel, ERPs, and other finance tools to do the work, not just surface tasks.
Reconcile transactions
Across payment gateways, banks, ERPs, and internal systems.
Aggregate and reshape data
For FP&A models and reporting.
Route approvals and handle exceptions
In email and chat, tied back to system records.
Generate human-readable explanations
And next steps for every variance.
Your finance stack stays the same. The workflows become autonomous.
How it works
Connect
Connect banks, payment gateways, ERPs, portals, spreadsheets, and document stores.
Understand your existing workflows and policies without forcing a full process redesign.
Execute
Agents collect and align data across systems. Run finance workflows end-to-end.
Collaborate in Gmail, Slack, Sheets, Excel, and ERPs. Reviews and overrides fit seamlessly into your day.
Explain & Audit
Produce reconciled views, exception lists, and plain-English explanations for variances and decisions.
Maintain logs that give finance leaders, executives, and auditors confidence in how numbers were produced.
Why finance teams choose Clearledgr
Embedded where work happens
Clearledgr lives inside Gmail, Slack, Sheets, Excel, ERPs, and portals, so finance teams get automation without another platform to adopt.
Execution, not just insights
Agents actually do the work. They reconcile, prepare data, route approvals, handle exceptions, and write explanations. No more dashboards of tasks.
Built for real-world finance complexity
Designed for companies with high transaction volumes, fragmented systems, and stakeholders who demand fast, accurate, explainable numbers.
Clearledgr becomes the intelligent execution layer that keeps finance running in real time. Quietly powering the workflows that keep your business moving.
Get early access
Join finance teams building the future of autonomous finance operations.
Or talk to a founder about your use case.