The answer was
never the job.
Any AI can tell you about your books. LedgerLock automates bank reconciliation inside Viewpoint Vista: every bank line matched to its Vista entry and cleared in CM Clear Entries, on your approval, with an audit record for every action.
“We live and die by LedgerLock. It’s how we scale operations without scaling the close.”
Your controller spends a week a month on what an agent does in a day.
None of it is judgment. It is ticking boxes and re-keying numbers, slow work beneath the people doing it. Here is what one close actually costs.
- Tick 142 bank lines in CM Clear Entries14.0
- Match AP invoices to POs by hand9.5
- Chase missing PO numbers3.5
- Re-key reference numbers4.0
- Trace GL variances5.0
- Hunt duplicate payments2.5
- Reconcile card feeds1.5
One controller’s year, spent on the sheet above.
What the same month-end close takes now. One controller covers what used to take two.
It reads, reasons, and asks before it acts.
- 01Reads
Queries Vista in real time. No export step, and no copy of your books.
- 02Reasons
Works through the AP, GL, and bank rec logic the way your team would.
- 03Asks
Surfaces the decision and waits for your call before it touches the books.
- 04Acts
Posts the confirmed result back to Vista and renders the full audit trail. The loop closes in your books.
The Bank Rec Agent runs this loop today.
It matches every bank and card line to its Vista entry and clears on your approval.
The AP and GL Agents are next on the roadmap.
Reconcile the May Chase operating account against Vista.
Three items have no Vista entry. Flag them to the reviewer group?
We only build for Vista.
Because Vista is hard enough.
Built for how Vista actually works: why reviewer groups exist, how a bank rec falls apart in week one of close. It is intelligence built on Vista, not Vista with a chatbot on top.
- Reads
- GL accounts, balances, and detail · CM bank accounts, statements, and unreconciled items · every company in your instance
- Writes
- CM Clear Entries and batches, only on your approval
- Viewpoint Vista
the only one, on purpose
- Chase
- Bank of America
- Wells Fargo
- Truist
+12,000 banks
- Amex
- Visa
- Mastercard
One connection, over Model Context Protocol: scoped tools, documented end to end for your IT review.
Your books stay in Vista.
We never store them.
Zero retention, and every action runs on your approval. The agent leaves a record a person never does, so you will never have to tell an auditor you don’t know what it did.
A tick in a box. That is the whole record. Why it was cleared, or whether anyone was sure, none of it survives the close.
- Timestamp
- 2026-05-27 09:14:22 CT
- Action
- Matched bank line → cleared
- Vendor
- Southern Aggregate Co.
- Amount
- $48,250.00
- Vista entry
- AP chk 10442
- Matched on
- amount + vendor + check number
- Confidence
- exact
- Approved by
- Controller
- Written to
- CM Clear Entries
- Audit ref
- LL-2026-05-27-0914
Illustrative example: every match, flag, and post, export-ready.
Zero data residency risk, and a cleaner audit trail than the close it replaces. Your auditor never asks who LedgerLock is.
When LedgerLock is the right call.
You run Viewpoint Vista.
Every agent is built for Vista specifically. If Vista is your ERP, nothing on the market goes this deep.
You close monthly and the books matter.
LedgerLock pays for itself in controller hours the first month if your team is reconciling by hand today.
You want Vista to stay the system of record.
The agents read and act inside your system. Your data never leaves.
And when LedgerLock is not for you.
You run a different ERP.
There are great tools for QuickBooks, Sage, and Foundation contractors.
Your close already runs smoothly.
LedgerLock pays back only when your team is reconciling by hand today.
You need reporting and BI on Vista.
That is a different category of tool.
Beta Partners shape the next agents we build.
LedgerLock is in production at one Vista general contractor. We are opening five Beta Partner seats before general release: priority input on the workflow roadmap, locked-in launch pricing, and a direct line to the founder.
I have watched controllers spend nights and weekends doing work that should not exist. LedgerLock is the agent I wanted to give them. Built for Vista, because Vista is what most of you actually run.