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General Ledger Agent

Power your General Ledger with AI

Query transactions, automate posting, and close the books faster
Stop drowning in busy work. The General Ledger Agent brings instant intelligence to transaction queries and posting decisions, helping you find answers in seconds, and close periods faster than ever before.
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The hidden ineffeciency in managing your General Ledger

Finance teams waste countless hours digging through multiple screens just to answer simple questions. Manual posting processes slow month-end close. Critical inquiries fall through the cracks during busy periods. Meanwhile, leadership waits for updates while staff manually compiles answers that AI could generate instantly.

The General Ledger Agent changes everything—turning tedious tasks into instant insights.

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Save hours with the General Ledger Agent

Instant ledger querying

Search across transactions and get immediate answers. "Show me all journal entries from last month" or "What posted to Account 5000?" and get instant, accurate results.

Flexible posting control

Post and unpost records with simple commands while maintaining user security levels, approval processes, and full audit trails. The agent understands context and ensures compliance with your posting rules.

System-wide intelligence

Query across Billings, Cash Receipts, Payables, Cash Disbursements, Journal Entries, Timecards, and Amortization Entries.

Accelerated period close

Quickly find transactions needing attention to close the books. The agent identifies unposted items and knowledge gaps.

Posted/unposted filtering

Instantly separate posted from unposted records across transactions, making period management and reconciliation effortless.

Audit-ready accuracy

Every action maintains complete documentation and audit trails, ensuring compliance while eliminating manual tracking.

Stop losing time to manual tasks

Every day without the General Ledger Agent costs your business in:

  • Hours spent searching for transaction details
  • Delayed month-end close impacting decision-making
  • Keystroke errors requiring time-consuming corrections
  • Senior staff pulled into routine inquiries
  • Inability to provide real-time financial insight
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Common questions, intelligent answers

Need Help? Just ask the General Ledger Agent.

"What journal entries need posting before month-end?"

Instant list of all unposted entries with amounts and descriptions to prevent closing delays.

"Show me all transactions for Project ABC."

Complete transaction history across all record types for any dimension.

"What was posted to revenue accounts yesterday?"

Real-time visibility into specific account activity without running reports.

The Accounting Seed AI advantage

Activate the General Ledger Agent immediately—no setup or training required. Because Accounting Seed is built on Salesforce, transactions, accounts, and dimensions are readily available to AI, providing complete visibility across your entire business.

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Ready to strenghten your General Ledger management?

Use AI to your advantage and empower your team to focus on analysis.