Connect any database, ERP, or file source. Generate financial reports on a schedule or from a trigger. Deliver them to email, Google Drive, or your data warehouse — no code required.
NorthLedger is a visual pipeline builder for finance teams. Chain together any trigger — a schedule, a file upload, a webhook — with processing nodes that join, transform, and analyze your data, then deliver the output wherever it needs to go.
Link your ERP, accounting software, databases, spreadsheets, or any API. Read-only credentials — your data never leaves your infrastructure.
Set a trigger — schedule, webhook, file upload, or database change. Add processing nodes to join, transform, analyze, and generate your report.
Send to email, Google Drive, Dropbox, Slack, or a data warehouse. Your CFO's Monday morning report just appears — nobody touched it.
Mix and match triggers, processors, and destinations to build exactly the workflow your team needs.
Run on any cadence — hourly, daily, or a custom cron expression.
A file lands in a watched folder and immediately kicks off ingestion.
Watch a Dropbox folder. When a file appears, the pipeline starts automatically.
A dedicated inbox receives emails with attachments — parsed and used as a data source.
Any external system can POST to a unique endpoint and trigger a pipeline immediately.
A new row or value change in a watched table triggers a downstream report or alert.
Pull from multiple databases, files, and APIs simultaneously and merge into one dataset.
Run LLM-based analysis on merged data — surface trends, anomalies, and plain-English summaries.
Define rules on any metric. If a value crosses the threshold, trigger an alert downstream.
Clean, normalize, and reshape raw data before it reaches the report or destination.
Produce formatted outputs — PDF, XLSX, or HTML — from processed data on a template.
Merge data from all sources into a single consolidated store for BI tools or further querying.
Send the finished report to any recipient list on schedule or when the pipeline completes.
Save reports directly to a specified Drive folder — organized by date or entity automatically.
Write output files to a Dropbox folder — useful for teams already living in Dropbox.
Push the consolidated dataset to a destination DB for BI tools or further querying.
Post a message or alert to a channel when a report is ready or a threshold is crossed.
POST the output or a summary payload to any downstream system.
Automatically pull from QuickBooks, your bank feed, and any ERP on the last business day. Generate and email the full close package before anyone starts their day.
Pull live bank balances and AR/AP data every Monday morning. Post the summary to the CFO's inbox and the finance Slack channel before the team meeting.
Watch key budget lines in your ERP. The moment a department crosses a threshold, fire an email alert to the budget owner and finance director automatically.
Vendors email invoices to a dedicated inbox. The attachment is parsed, extracted into structured data, and pushed to your accounting system — no manual entry.
Pull from your ERP, CRM, and spreadsheets. Generate a formatted XLSX appendix and save it directly to the board's shared Drive folder — ready before anyone asks.
Pull financials from each entity, normalize currencies and chart of accounts, and consolidate into a single reporting view — automatically every month.
We connect to your systems and automate your most painful recurring report. You do nothing. If it works, we talk pricing.