← Ledge
Ledge role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Ledge sells AI agents that automate financial reconciliation and the month-end close for finance teams.
Who you'd be calling
Controllers, VPs of Finance, Accounting Managers and CFOs at mid-sized companies.
Your opener
“Hi [Name], this is [You] from Ledge. I know you're busy with close coming up. We help finance teams use AI to speed up reconciliation and the month-end close. How long does your close take today?”
Problems you solve for them
- Month-end close takes days of manual matching and spreadsheets
- Reconciliation errors cause audit stress and rework
- Finance teams are small and can't keep up as transactions grow
Discovery questions to ask
- How many days does your month-end close usually take?
- Which reconciliations take your team the most manual work?
- What tools do you use now for reconciliations, and what don't you like about them?
Objections they'll throw at you
“I'm busy, we're in the middle of close.”
→ That's exactly why I called, so I'll be quick. Could we take 15 minutes just after close ends? When would that be?
“Not interested.”
→ No problem. Is the close running smoothly enough that it's not a priority, or is it just not a focus this year?
“We already use a close tool or spreadsheets.”
→ A lot of teams do. How much matching is still done by hand after that? That's where we usually help.
“Send me an email.”
→ Sure. So I send the right thing, which part of the close hurts the most? And could we set a short call after you've read it?
Competitors worth knowing
BlackLine, FloQast, Trintech
Interview tips for this company
- Learn basic accounting words: reconciliation, month-end close, general ledger, audit. You don't need to be an accountant, but you shouldn't be lost.
- Call times matter. Finance is busiest at month-end, so show you know that and suggest calling mid-month.
- The role mentions proof-of-value, so be ready to talk about asking a buyer to test the product on one real reconciliation.
Written from public information about Ledge to help you practice. Ask an insider what their role play looked like; it's the best prep there is.