Your AI assistant, connected to your clients' banks in 5 steps.
Connect ChatGPT, Claude, or Copilot to the bank data in Ledgersync. Get answers from real transactions — and let Ledgersync do the chasing.
Your AI can now do the chasing for you.
Right now, the busywork is on you: emailing clients to connect a bank, checking who hasn't connected, following up on missing statements, noticing a connection broke — then chasing it down.
The Ledgersync MCP hands that work to your AI assistant. It can see what's happening across your clients' bank connections and take the next step — sending the invite, flagging the broken bank, pulling the transactions — inside the conversation you're already having.
You stay in control. The AI works inside your Ledgersync account, with your permissions, on data you already trust.
One connection. A whole new way of working.
The MCP is bigger than any one workflow. Here are everyday moments in a firm's month — from answering questions to getting the chasing done.
“Summarize this client's month from their bank activity.”
The AI reads the real transactions behind the summary — every recurring payment, every exception — so your review memo writes itself from source data, not memory.
“What did we spend on software last quarter — and what changed?”
No exports, no tabs, no hunting through portals. The answer comes straight from the accounts, in seconds, in the middle of the conversation you're already having.
“Does the bank activity line up with what's in the books?”
The AI can compare bank data against the books and point at the gaps — turning a multi-hour tie-out into a quick check before anything reaches the client.
“Every Monday, give me a cash snapshot across my top clients.”
Once your AI is connected to Ledgersync, repeatable routines become one instruction. The weekly digest, the watchlist, the review checklist — built once, run forever.
“Onboard the new client — get their banks connected.”
Ledgersync sends the client their invite to connect their banks. They click the link, pick their bank, and are connected in under a minute — no credential spreadsheets on your side.
“Which bank connections broke this week? Get them fixed.”
Ledgersync lists every stale or failing connection, then sends each client a fix-it invite with the bank already identified — so repairs happen the week they break, not at month-end.
What this is worth to your firm.
The MCP isn't about showing off AI. It's about eliminating the small tasks that quietly eat your team's month.
Minutes per client, multiplied
If chasing a statement or digging up an answer costs you 20 minutes per client each month, 100 clients is over 30 hours — nearly a working week, every month, spent on work that never advances the client.
Faster answers, better conversations
When a client asks a question, your team answers from the accounts themselves — same day, with the source data behind it. That speed is what clients notice and talk about.
Same headcount, more capacity
Every summary written by the AI and every follow-up handled by the system is time your team gets back for billable advisory work — or room to take on more clients without hiring.
AI is most useful when it starts with better data.
Ledgersync already brings together the bank information accountants need — and actions like client invites and bank fixes live inside it. The MCP lets your AI tap into all of it, so the assistant doesn't just answer questions. It gets the work done.
- Transactions and bank statements in one banking-data platform
- Client invites sent from the conversation — onboarding in under a minute
- Broken bank connections flagged and fixed before month-end
- Check and deposit images where supported by the institution
Your data. Your control.
The MCP works inside your Ledgersync account with your permissions — the same access rules you set today. Ask us what's available for your firm right now, and what's coming next.
Stop chasing. Start connecting.
Talk with our team about how Ledgersync MCP can hand the client chasing to your AI — and the hours back to your firm.
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