AI-native finance operations
for private equity.
Coledger runs the close and board narrative layer with autonomous agents: reconcile transactions, monitor covenants, and produce IC-ready commentary from live evidence.
<24h
close cycle
99.2%
auto-match rate
7 years
trace retention
Decision lane
2 autonomous • 1 reviewReconcile fund ledgers
Autonomous close431 transactions auto-matched; 2 exceptions routed
Covenant threshold watch
Review requiredOne metric at 84% of trigger; variance commentary drafted
Board narrative package
Queued for publishPrepared from live evidence with source-linked footnotes
Live execution
$2.4M
Cash position monitored continuously
+4.1% this week
Evidence
Built for institutional scrutiny
- Explainable autonomy
- Every autonomous decision links back to the exact rules and evidence that produced it. Zero black boxes.
- Grounded narrative
- Board packs are immutable snapshots. Commentary is mathematically grounded in source ledger data.
- Forensic audit trail
- A tamper-proof ledger of every AI action, approval, and ERP post. Retained for 7 years.
- Machine-grade security
- Institutional-grade encryption with tenant-scoped memory and role-aware AI isolation.
Step into the decision core
Jump into a live scenario with realistic data. No signup, no sales call. See how Coledger autonomously handles edge cases.
Summit Equity Growth Fund II
“Quarterly review identified rising cloud costs and a potential covenant breach at TechFlow Systems.”
Harborline Equity Partners
“Multi-client close week exposed a wrong-entity posting and a delayed QBO sync.”
North Coast Hospitality (Portco)
“Portfolio close week exposed covenant headroom pressure and invoice duplication at North Coast.”
How Coledger actually works
Every AI decision stays traceable from the source transaction to the board pack. We don't build dashboards for humans to do work; we build systems that do the work for you.
Direct ledger sync from NetSuite and Sage Intacct. Data is normalized to your master chart of accounts in milliseconds.
Decision core
Agents handle 3-way matching, variance analysis, and covenant remediation autonomously.99.2% accuracy on verified paths
Every AI action posts directly to your ERP with a verifiable audit trail. Board-ready commentary generated with cryptographic hashes.
PE, firm, and SMB tenants share the same core engine—the product just adjusts the autonomy guards that matter most to each persona. PE leans on auto-commentary; firms lean on reconciliation; SMBs lean on bookkeeping autopilot.
Product scope
- 6
- Demo scenarios
- 3
- AI engines
- 3
- Persona overlays
- Live
- Demo access
PE growth fund, CAS firm, SMB SaaS, hospitality, HVAC, property ops.
Anomaly detection, categorization, forecasting — every decision traceable.
One product — SMB, firm, and PE workspaces share the same grammar.
No sales call, no setup. Seeded tenants reset on demand.
AI that doesn't just flag — it resolves
Anomaly core
Detects duplicate invoices, wrong-entity postings, and covenant erosion before they hit your ledger.
Explore anomaliesAutonomous close
Auto-categorizes transactions and matches receipts via OCR with verified confidence.
Explore auto-closeTreasury autopilot
Projects cash 90 days out and recommends liquidity moves to protect covenant headroom.
Explore treasuryLet AI run your next close
Step into the decision core. Watch agents reconcile transactions and maintain real-time audit trails.