Use AI to run Ledgersync in plain English or analyze client transactions. Here are 28 things your firm can type into Claude or ChatGPT once Ledgersync is connected.
Client names in the prompts are examples.
“Add a new client called Smith Family Dental, email office@smithdental.com, and give me a link to connect their bank.”
Ledgersync adds the client (checking first that they aren't already there) and returns a secure link. The client picks their bank and signs in on Ledgersync's page. The link works for 3 days.
“Add these five clients and give me a bank connection link for each, with a short welcome email I can send: (paste the list)”
The AI adds each client, gets a link for each one, and writes a welcome email per client with their own link.
“Can Ledgersync connect to Bank of Clarke County? Do we get statements from it, or only transactions?”
Ledgersync searches the banks it supports and says, for each match, whether it provides transactions and statements.
“Which banks has Smith Family Dental connected, and are they all working?”
Lists each of the client's bank connections with its status and when it last updated.
“Find every client with a broken bank connection. For each one, get a reconnect link and write a short email asking them to reconnect.”
Ledgersync lists broken connections across all clients, most urgent first. The AI gets a secure reconnect link for each and writes one email per client to the address on file. You send the emails from your own email.
“Which bank connections need attention today?”
One list for the whole firm: first those needing a bank sign-in, then failing ones, then disconnected ones.
“Why isn't Smith Family Dental's Chase connection updating, and what should we do?”
Shows the connection's status, last update, last error, and the next step in plain words.
“Give me a link Smith Family Dental can use to fix their Chase connection.”
Returns a secure Ledgersync page where the account holder signs in to the bank again. Nobody types a bank password in the chat.
“Which of Smith Family Dental's accounts haven't updated in the last 3 days?”
Uses each account's last update time to list the ones that are behind.
“What are the current balances on all of Smith Family Dental's accounts?”
Lists every account with its current and available balance and when it last updated.
“What is Smith Family Dental's total cash across checking and savings right now?”
The AI adds up the balances of the cash accounts and shows the math.
“How much does Smith Family Dental owe on its credit cards today?”
Shows the balance of each credit card account.
Each transaction comes with its date, amount, description, merchant, category and whether it is still pending.
“Show Smith Family Dental's transactions over $2,500 in September.”
Reads the month's transactions for each account and lists the ones above the amount.
“Summarize Smith Family Dental's September spending by category.”
Groups the month's transactions by category and totals each one.
“List every payment to Amazon on the business credit card this quarter.”
Finds the matching transactions by merchant and description and totals them.
“Look for possible duplicate charges in the checking account last month.”
The AI compares amounts, dates and merchants and flags look-alike pairs for you to review.
“Which transactions are still pending in Smith Family Dental's checking account?”
Lists the transactions the bank still marks as pending.
“Compare deposits in September with August for Smith Family Dental.”
Totals the deposits for each month and points out the biggest differences.
“Here is my September general ledger export (attached). Compare it with the checking account transactions and list what doesn't match.”
The AI reads your file and the bank transactions side by side and lists the items on one side only.
“Put Smith Family Dental's September checking transactions in a spreadsheet.”
The AI builds a spreadsheet file from the transactions for you to download.
“Which statements do we have for Smith Family Dental's checking account?”
Lists the statements Ledgersync holds for the account, with their dates.
“Give me the August statement for Smith Family Dental's checking account.”
Returns a download link for the PDF. For safety the link works once and expires after 10 minutes.
“Which of Smith Family Dental's accounts don't have an August statement yet?”
Checks the statement list of every account and names the ones without that month.
“Is Smith Family Dental ready for the September close? Check every account for a recent update, the September statement and any broken connection.”
Combines the account, statement and connection checks into one short report.
“Refresh Smith Family Dental's Chase connection and tell me when it's done.”
Asks the bank for the latest balances and transactions, checks back until the refresh finishes, and reports the result.
“Refresh all of Smith Family Dental's banks before I start the reconciliation.”
Starts a refresh for each connection. Each one counts against the firm's daily refresh limit.
“Is the Ledgersync desktop app connected? If not, help me set it up.”
A few banks refresh only through the desktop app on a firm computer. The AI checks whether it's connected, gives the download links and steps, and links it with the code the app shows.
“Is my Ledgersync account ready, and how many refreshes do I have left today?”
Shows whether the connection is ready and how many of the firm's daily refreshes are left.
Every example uses the connector's 17 tools as they work today.
← Back to Ledgersync MCPStart your 30-day free trial. Credit card required at sign-up — you won't be charged until the trial ends, and you can cancel anytime.
30 days free · credit card required · cancel anytime
