Most companies go live in 2 - 4 weeks. This includes ERP integration setup, approval workflow configuration, and initial supplier onboarding. Unlike enterprise AP tools that require 6+ months of implementation, Ledgerline is designed for rapid deployment - you can start capturing and approving invoices within days of signing.

Ledgerline captures invoices from PDF, images, email attachments, supplier portals, and EDI feeds. The AI-driven extraction engine learns your vendor formats and improves accuracy with each invoice processed. You don't need invoices to be in a specific format - Ledgerline adapts to how your suppliers send them.

Yes. Ledgerline's deduplication logic compares every incoming invoice against your payment history and flags duplicates immediately. It also performs three-way matching (PO, receipt, invoice) and flags mismatches before approval - catching fraudulent or erroneous invoices before they're paid.

Ledgerline has native, bidirectional connectors for NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, and Xero. When an invoice is approved, a journal entry is automatically created in your ERP with the correct GL codes and cost centre allocations. No manual export-import, no reconciliation - your GL is always current.

Absolutely. You define approval hierarchies based on invoice amount, cost centre, vendor, or project. Ledgerline automatically routes each invoice to the correct approver and sends reminders if approval is pending. Approvers can review and approve from the dashboard or via email notification - no separate system to log into.

Ledgerline supports ACH transfers, wire payments, credit cards, virtual cards, and checks. You can set each vendor's preferred payment method, and Ledgerline automatically processes payments accordingly. Payment status and confirmations sync back to your ERP in real time.

Yes, but you control who can override and how. You can require manager approval for overrides, log every override for audit purposes, and set limits on override frequency. This lets you enforce policy while maintaining flexibility for legitimate business exceptions.

Very. You can set different policies for different teams, cost centres, projects, vendors, and even individual employees. Policies can combine multiple conditions - e.g., "approve invoices under $5,000 automatically, but require two signatures for invoices over $10,000 from new vendors in the travel category."

Blocked transactions move to an exception queue where managers can review them, understand the policy violation, and decide whether to approve the exception or return it to the requester for adjustment. All blocks and overrides are logged for compliance and audit.

Absolutely. You can create policy schedules that activate on specific dates - e.g., higher limits during peak season, temporary caps during cost-cutting drives, or different rules for new hires during their first 90 days.

Yes. Ledgerline applies the same policy rules to both AP invoices and virtual card transactions. This means you have consistent spend management across all spend types - no loopholes where employees use cards to bypass AP policies.

Ledgerline's analytics dashboard shows the number of transactions blocked, override rates, policy violations by team, and budget consumption trends. You can see which rules are catching the most issues and adjust them based on actual spend behaviour.

Yes, they receive the card details (number, CVV, expiry) via secure email or the Ledgerline app. They then use it like a normal card. Because the card is single-use or limited by time or merchant, you're in control even if the number is compromised.

The transaction is declined. The card number becomes worthless after its expiry date - whether that's after one transaction, a specific calendar date, or the end of a time window you set. This is especially powerful for managing access to systems like cloud services that store card numbers.

Absolutely. Every virtual card transaction appears in your Ledgerline dashboard instantly. You see who spent what, where, when, and for how much - with the full merchant details. This gives you complete visibility into spending that would normally appear days later on a corporate card statement.

Yes. Virtual card transactions sync automatically to your ERP (NetSuite, Sage Intacct, Dynamics, etc.) with GL codes and cost centre allocations. No manual entry, no reconciliation - your GL stays current with every card transaction.

Yes. Ledgerline is PCI DSS compliant, and virtual card numbers are tokenized and encrypted. The card data never touches merchant systems - only a token is transmitted, making virtual cards significantly more secure than physical cards.

Ledgerline virtual cards run on Visa, Mastercard, or American Express networks - so they work everywhere physical cards do. Merchants never know they're virtual cards; from their perspective, it's just a normal card transaction.

Ledgerline dashboards update in real time - typically within seconds of a transaction being captured, approved, or paid. There's no batch processing delay or daily refresh. What you see is what's happening right now.

Yes. Any report or dashboard can be exported as CSV, PDF, or Excel. This is useful for complex analyses, presentations, or feeding data into other systems like your financial planning & analysis platform or data warehouse.

Absolutely. Create any report and set it to run daily, weekly, or monthly - with results emailed to your team automatically. Useful for management dashboards, audit prep, or standing reports you need to monitor.

When an invoice is approved or a card transaction posts, Ledgerline creates a GL entry in your ERP (NetSuite, Sage Intacct, etc.) automatically with the correct GL codes and allocations. This happens in real time - your ERP GL is always in sync with Ledgerline's data.

Yes. You control who sees which data. A CFO might see company-wide cash position and budget status, while a cost centre manager sees only their own spend. Ledgerline's role-based access ensures each user sees only the data relevant to their role.

Yes. All transactions, approvals, and policy decisions are logged with full audit trails. Reports can include detailed supporting documentation - timestamps, approver names, override reasons - everything an auditor needs to validate your controls.

For most customers, yes - a short discovery call lets us configure a sandbox that mirrors your ERP and approval structure, so your trial is meaningful rather than generic. That said, if you'd prefer to start with a self-serve product tour, just mention it in your message and we'll set that up instead.

Our standard demo is 30 minutes. We recommend including anyone who'll use the platform day-to-day - typically an AP manager or controller - alongside the decision-maker (CFO or VP Finance). We can also run a separate technical session for IT or ERP administrators who want to explore integration detail.

Absolutely. Many of our customers came to us after a disappointing evaluation with a legacy AP or ERP vendor. We're happy to run a parallel comparison - we'll show you exactly how Ledgerline stacks up on the dimensions that matter most to you, with no pressure to switch timelines on our part.

The most useful details are: your current ERP or accounting system, roughly how many invoices you process per month, and the biggest friction point in your current process (slow approvals, manual data entry, lack of visibility - whatever's top of mind). Even a sentence or two helps us come to the call prepared.

Ledgerline is designed for companies processing 200+ invoices per month with a dedicated finance team of at least three people. Below that threshold, the ROI is harder to justify. If you're not there yet, we'll tell you honestly - and point you toward resources that might help you get there before evaluating a platform like ours.

Existing customers should email support@ledgerline.io or use the in-product support chat for the fastest response. Our average first response time is under 4 hours during business hours. Enterprise plan customers also have a direct Slack channel to their dedicated CSM.

Yes. You can upgrade to a higher tier at any time - billing is prorated to the day, so you only pay for what you use. Downgrades take effect at your next renewal date. All your data, workflows, vendor records, and ERP integrations carry over automatically when you change plans.

We'll never cut off your AP operations mid-month. If you consistently exceed your plan's invoice volume, your customer success manager will reach out to discuss upgrading your plan. We handle overages with a short-term rate rather than disrupting your workflows - and we'll give you advance notice before any charge is applied.

All plans include a 14-day free trial with full access to the platform - no credit card required. We'll connect your ERP, load a sample dataset, and run you through a live workflow during onboarding so you can validate the fit before committing. After the trial, you choose your plan and billing cadence.

Annual billing is invoiced upfront and offers approximately 15 - 16% savings compared to month-to-month pricing. Monthly billing is available on all plans with no long-term commitment - you can cancel with 30 days' notice. Enterprise contracts are negotiated individually and typically include volume discounts and multi-year options.

No. Guided onboarding is included in every plan at no additional charge. For Starter and Growth customers, this covers ERP integration setup, vendor import, and a live workflow walkthrough. Enterprise customers receive a dedicated implementation project with a named project manager - also included in the contract. We don't believe in charging separately for the work that makes your subscription successful.

Enterprise pricing is based on invoice volume, number of legal entities, and integration complexity. A typical Enterprise proposal includes unlimited invoice processing, unlimited ERP and HRIS integrations, custom approval and compliance workflows, SSO/SAML, SOC 2 Type II documentation, and a named enterprise support contact with a 1-hour response SLA. To receive a scoped proposal, book a call with our sales team - we'll have a number to you within 48 hours.

Yes. Ledgerline is SOC 2 Type II certified and GDPR-compliant. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We maintain a full audit trail for every transaction, approval, and configuration change. Enterprise customers receive a copy of our SOC 2 report and a data processing agreement (DPA) on request. Security documentation is also available to all paying customers via our Trust Centre.