Safety
Governed financial access and separately authorized source execution, with permissions selected for each role.
Scoped accessSeparate authorizationApproved operations
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_reportData 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.
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
Illustrative · fictionalExample 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 ID | Proposed action | Source amount | Counterparty | Distribution account | Key dimensions | Economic description | Evidence |
|---|---|---|---|---|---|---|---|
| P0112 | Categorize | $450.00 USD · Out · check | Vendor: Riverside Masonry | Construction in progressCapitalized rather than expensed |
| Site preparation for Riverside Lofts | Check image + contractor invoice + approved capitalization policy |
| P0113 | Categorize | $12,000.00 USD · Out · wire | Vendor: Castilian Insurance | Prepaid insuranceAllocated over the documented coverage period |
| Builder’s risk policy for Castilian Yards | Policy invoice + coverage dates + last year’s renewal |
| P0114 | Categorize | $8,640.25 USD · Out · wire | Lender: Castilian Lending | Notes payable $6,915.10; Interest expense $1,725.15Split between principal and interest |
| Loan payment 14 of 60 | Lender amortization schedule + bank wire |
| P0115 | Categorize | $50,000.00 USD · In · wire | Owner: Castilian Holding | Member contributionsOwner funding, not revenue |
| Capital contribution from Castilian Holding | Wire memo + operating agreement + owner confirmation |
| P0116 | Match existing transaction | $4,500.00 USD · Out · ACH | Landlord: Castilian Property Management | Security depositsRefundable, held as an asset |
| Refundable deposit on Riverside Commons lease | Existing payment + lease clause on refundable deposit |
| P0117 | Match existing transaction | $18,250.00 USD · Out · check | Vendor: Riverside Equipment | EquipmentAbove the approved capitalization threshold |
| Compact excavator for Riverside Lofts | Existing purchase + invoice + capitalization policy |
6 ready for approval1 held for your question
One incoming wire was excluded: its purpose is unresolved. Is it a customer deposit or a loan advance? It stays open for your decision.
For this example's commissioned execution route, reply:
Approve P0112–P0117 for execution.
Approve P0112–P0117 for execution.
6 verified
The executor completed the approved operations and checked the resulting records in the ERP. Statement reconciliation and downstream publication are tracked separately.
Review where your team already works
Use your desktop agent, or configure an approval connection for your team's communication platform. Choosing a review interface does not authorize posting. A changed proposal needs fresh approval.
- Desktop agentYour chosen AI app
- SlackConfigured connection
- Microsoft TeamsConfigured connection
- Other platformsYour adapter
Quality you can measure
We measure every step, not just the approval.
An approved proposal is only the start. PipeLedger tracks whether the accounting was right, whether execution worked, and whether quality holds after posting, so you can judge the agent by how your books turn out.
- 92%
- Proposals approved without changesHow often the recommendations are useful
- 95%
- Correct treatment after independent reviewWhether the accounting judgment was right
- 99%
- Authorized items completed and verifiedWhether execution works
- 5%
- Proposals corrected after postingWhether quality holds after posting; target under 2%
- 2%
- Items left unresolvedHow much still needs your attention
- $0.86
- Total cost per completed transactionWhether the economics work: PipeLedger subscription plus OpenAI or Claude compute
Illustrative figures
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
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. These four make it safe to trust.
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