NorthLedger connects every data source your finance team uses, automates report generation on any trigger, and delivers results exactly where they need to go — without a single line of code.
Manual exports every month-end. Someone logs into the ERP, pulls a CSV, pastes it into Excel, fixes the formatting, and emails it — every single time.
Data scattered across five systems. QuickBooks doesn't talk to Salesforce. The bank feed is a separate export. The budget lives in a spreadsheet. Nobody has a single view.
Alerts come too late. By the time someone notices a department has blown its budget, the quarter is already over and the conversation is damage control.
Engineers get pulled in. Someone writes a cron script. Nobody owns it. It breaks quietly. Finance doesn't know until the Monday report doesn't arrive.
Board decks take a week to prep. Finance scrambles stitching data from six places into a slide appendix that's already stale by the time it's sent.
Reports run automatically. Set it once. Every month-end, the report generates itself, formats to your template, and lands in the right inbox before anyone starts their day.
One pipeline, all your sources. NorthLedger pulls from your ERP, bank, CRM, and any spreadsheets simultaneously — joins them into a single clean dataset on every run.
Alerts fire before the damage is done. Define thresholds on any metric. The moment cash runway drops below 90 days or a department hits 85% of budget, the right person knows.
Finance owns the workflow. No engineering ticket needed. Finance Directors build pipelines visually — connect sources, set the trigger, pick the destination. Done in an afternoon.
Board decks populate themselves. A pipeline pulls every data source, generates the XLSX appendix, and drops it in the board's Drive folder — the week it's actually needed.
Connect a trigger, add processing steps, choose where to send the output. Build complex multi-source workflows visually — no code, no infrastructure, no maintenance.
What starts the pipeline. Set it once — NorthLedger handles everything downstream.
Run on any cadence — hourly, daily, weekly, monthly, or a custom cron. Fires reliably even when your team is offline.
Watch a Drive folder. The moment a file appears — a bank statement, a sales export, a vendor file — the pipeline starts automatically.
Watch a Dropbox folder for incoming files. Useful for teams and external partners who already work in Dropbox.
A dedicated inbox receives emails with attachments. The attachment is parsed automatically and used as a data source in the pipeline.
Any external system can POST to a unique endpoint and trigger a pipeline immediately. No polling, no delays.
Watch a table or field in any connected database. A new row or changed value triggers the downstream pipeline in real time.
What happens to your data in the middle. Chain multiple processors for complex workflows.
Pull from multiple databases, files, and APIs simultaneously — then merge into one unified, clean dataset before the next step.
Clean, normalize, deduplicate, and reshape raw data. Convert currencies, standardize chart of accounts, aggregate by entity or department.
Run LLM-based analysis on your merged dataset — surface trends, flag anomalies, and generate plain-English summaries included in the report.
Define rules on any metric. If a value crosses a threshold, fire an alert node downstream — email, Slack, or a webhook to another system.
Produce formatted outputs from your processed data — PDF, XLSX, or HTML — using configurable templates your team designs once.
Write the cleaned, joined dataset into a central data store — your warehouse, a managed DB, or a persistent table — for BI tools or further querying.
Where the output goes. One pipeline can write to multiple destinations simultaneously.
Send the finished report to any list of recipients on schedule or as soon as the pipeline completes.
Save reports directly into a specified Drive folder. Files are organized by date or entity automatically — no manual filing.
Write output files directly to a Dropbox folder — ideal for teams or external partners already living in Dropbox.
Push the consolidated, transformed dataset to a destination database for BI tools, further querying, or long-term storage.
Post a message or alert to any channel the moment a report completes or a threshold is crossed.
POST the output or a structured payload to any downstream system — update a CRM, trigger another workflow.
Different roles get different things back. Every benefit maps to real hours saved or risks eliminated.
You get the reports you need when you need them — before the board asks, before the quarter closes, before the problem becomes a crisis.
saved per month-end close cycle
You shouldn't be the person who knows how to pull data from four systems and stitch it together in Excel. NorthLedger takes that off your plate entirely.
of reporting time eliminated in the first 60 days
Close packages that used to take two days to assemble now generate themselves. Your team focuses on review, not data wrangling.
typical month-end close assembly time
You know what data needs to flow where. You just shouldn't need a developer to make it happen.
from idea to running pipeline — no engineering queue
The first workflows most finance teams build in their pilot. Each takes under two hours to configure.
Fires automatically. No one needs to remember. The pipeline starts before the team is at their desks.
Pulls the trial balance from QuickBooks, live bank balances via API, and the approved budget from a linked Google Sheet. Joins them into a single dataset.
Compares actuals to budget and generates a short plain-English summary: which lines are over, which are under, and by how much. Included directly in the report.
Formats the data into your standard P&L, balance sheet, and cash flow template. Outputs a formatted PDF ready to share.
Report lands in the right inboxes before 6am. Everyone starts their day with the close package already done.
The PDF is filed automatically into the correct folder. No manual saving, no misfiles, no "where's last month's close?" in six months.
Watches the actuals table in your ERP. Any time a new transaction is posted, the pipeline evaluates current department totals.
Compares actuals to the budget model. If any department crosses the threshold, the alert path fires. If not, the pipeline ends silently.
"Engineering has consumed 87% of Q3 budget with 6 weeks remaining." The right people know before it becomes a problem — not after.
Read-only credentials. Your data stays in your infrastructure. We never store raw financial data.
We connect to your systems and automate your most painful recurring report. You do nothing. If it works, we talk pricing.