Connect banks from chat
Send clients a secure connect link, check connection status, and see a firm-wide list of connections that need attention.
Ledgersync Agent
Ledgersync Agent
Accounting is moving to AI. Build agents that do specific tasks, on top of your clients' bank data.
Accounting is moving toward fully AI.
Accounting work is shifting from clicking through screens to telling an AI what to do. The firms that win will build AI agents that each do one specific task well: pull the statements, categorize the transactions, chase the missing reconnects, post to the books. You decide, the agents do the repetitive steps.
This isn't the future. It's now.
AI agents are already doing real accounting work today, and they get stronger every month. Waiting means falling behind firms that started building.
- Works today in Claude, ChatGPT and Grok
- Your own AI plan, your own logins
- You approve before anything is posted to QuickBooks Online
Ledgersync is building the agents, and the connections.
Ledgersync has already built multiple agents and keeps building more. Through the Ledgersync plugin, your agents connect to ChatGPT, Claude, Grok and Grok Bot, so the same bank data and actions work in the AI tool you already use.
Set up the pluginTop 5 Ledgersync plugin (MCP) features
Transactions, balances and statements on demand
Ask the AI for a client's accounts, balances, recent transactions and bank statements.
AI bookkeeping into QuickBooks Online
The AI categorizes waiting transactions, shows a preview, and posts to the client's QuickBooks Online only after you say yes.
AI rules setup
The AI proposes client and global rules, shows them first, and saves only after you approve. For Manual and QuickBooks Online clients.
Statement PDF to transactions
Convert a bank statement PDF into transactions you can download as CSV, Excel, QBO or OFX.
Automation is where we're investing.
Ledgersync is investing more and more in automation. Our goal is that most of the work accounting software does today can be done through agents, and Ledgersync is building the bridge between your bank data and those agents.
What it can return: automation, time and software savings.
- Automation: agents take the repetitive steps (pulling bank data, categorizing, posting to QuickBooks Online after your yes, chasing reconnects). You choose how much of each client's routine work to hand over.
- Time: every hour you hand to an agent is an hour back for review, advice and new clients.
- Software: when agents work from one source of bank feed data, you can retire tools that each did one job. Add up what those tools cost you today.
Your ROI
Example values, replace with yours.
- Hours saved per month
- 40
- Value of that time per month
- $2,400
- Software spend retired per month
- $150
- Total monthly benefit
- $2,550
- Net monthly benefit (after Ledgersync cost)
- $2,550
- Annual net
- $30,600
- Return per $1 spent
- —
Your numbers, your estimate. This calculator is an illustration, not a promise of results.
Want help estimating your own numbers? Book a Zoom call.
Replace a pile of software with agents you build.
Instead of paying for several tools that each do one job, build agents that connect Ledgersync's bank feed data and AI to whatever custom application you want. One source of bank data, your own workflows, fewer systems to manage.
Developer access is approved on request. Ask us about the sandbox.
See Ledgersync Agent in action
Every Wednesday at 2 PM: the Ledgersync Product Webinar.