Ledgersync AI+Bank Fetching

They are AI agents that do accounting work for your firm. You connect Ledgersync to Claude, ChatGPT or Grok, ask in plain English, and the agents work in QuickBooks and your other accounting apps. Anything that changes the books waits for your approval.

Add the Ledgersync connector in your AI assistant’s connector settings and sign in. The step-by-step guide is at docs.ledgersyncappv2.com/guides/use-with-claude-and-chatgpt.

No. AI Accounting Agents work on their own with QuickBooks and your other accounting apps. Bank fetching is a separate product you can add any time.

No — Ledgersync sits in front of QBO, QBD, Accounting CS, and Zoho Books. We clean and categorize the data before it hits your ledger. Your books stay where they are.

Most firms have their first 10 clients connected in under an hour. Our team helps you bulk-invite clients and migrate rules from your existing tool during the 30-day trial — no extra charge.

Per client, per 30-day billing cycle, based on the tier your total client count falls into. Pricing starts at $29.70 per client for 1–20 clients and drops automatically to $15.60 per client at 701+. Everything is included: bank fetching, checks, OCR, rules, AI close and QuickBooks sync. Each plan includes a shared pool of check images (300 at the lowest tier), and extra checks are $2.00 each. Any client you add is billable, whether or not a bank is connected. See the pricing page for every tier.

No. Month-to-month. Cancel any time. 30-day free trial up front — a credit card is required at sign-up, but you won’t be charged until the trial ends.

Yes — Ledgersync is the only fetching platform built for accountants that fetches cleared check images (front + back) and deposit-slip images, automatically, archived per client.

We support 10,000+ U.S. institutions through our Mastercard Open Banking partnership. If we don't have it, request it — most additions ship in under two weeks. Statement-only fallbacks cover the long tail.

Plaid is a developer API — not built for firms. The QBO bank feed is built around Intuit and doesn't fetch cleared check images or monthly statement PDFs reliably. Ledgersync is the only platform that does fetching + rules + OCR + close in one place. See the full comparison.

Data is encrypted in transit and at rest, stored in the U.S. on Google Cloud, and protected by role-based access controls.

Free onboarding sessions, a 50+ article knowledge base, weekly live webinars, and a video library. Your team is fluent in a week.

10,000+ U.S. institutions through Mastercard Open Banking, MX, and direct partners like Mercury. That includes every major retail bank (Chase, Wells Fargo, Bank of America, Citi, Capital One, US Bank, PNC, TD), business banks, and most credit unions. Search the full list on our Integrations page — or just try connecting; if it isn't there we'll add it, usually within two weeks.

You get an in-app alert and an email the moment the connection fails. Re-auth is a 30-second flow your client completes from their phone — historical data is preserved while reconnection happens, so no transactions get lost.

Data is encrypted in transit and at rest and stored in the U.S. on Google Cloud. Two-factor authentication is available for every user. For most bank connections, LedgerSync receives a secure token from the bank, Mastercard or MX instead of the password. Read the full security page for details.

Yes. Initial connection pulls the most recent 90 days automatically. For older data, the Historical Statements add-on ($50/account) pulls up to 24 months from the bank portal.

Yes. One client engagement can hold multiple legal entities, each with its own bank connections, rules, and QuickBooks file. Roll up at the parent level or work each entity separately.

Ledgersync ships a QuickBooks Web Connector file (.qwc) you install once per company file. It pushes daily — works for local QBD installs and hosted environments like Rightworks.

Every aggregator — Plaid, Yodlee, MX, Finicity — drops connections because banks change. The difference is Ledgersync monitors, alerts, and restores them. We run dual aggregators (Mastercard/Finicity + MX) to reroute around failures automatically, so a broken link becomes a 2-minute reconnect instead of an hour of client chasing.

One statement, yes. But at scale — hundreds of accounts across dozens of clients, every month, without a missed period — manual collection becomes a full-time job. At $75/hour, it costs more than the subscription after a handful of clients, and clients still forget, ignore, or delay. Ledgersync removes them from the chain entirely.

You're paying for a system that fetches statements and transactions from 10,000+ institutions, syncs them to QuickBooks Online/Desktop and Accounting CS, runs reconciliation reporting, and fails over across dual aggregators — so your team never touches another bank statement and catches errors the old workflow missed. Read the full breakdown on our Why Ledgersync page.

QBO only pulls one month of history when a new client comes on board. If you need to reconstruct three months for a new engagement, a cleanup job, or a missed period, you're calling the client or downloading manually. LedgerSync pulls up to six months of historical statements automatically at onboarding, without touching the client. That backfill matters most when a client switches firms mid-year, you take on a cleanup engagement, or a connection breaks for two months and nobody noticed. A single manual statement gap — even one month, one client — costs more in staff time than the subscription; at scale across a full practice, gaps are expensive.