LedgerSync

LedgerSync connects the bank accounts of an accounting firm's clients. Then AI agents work with that data inside ChatGPT. Ask in plain words and LedgerSync finds the answer:

• connect clients at 11,000+ banks with a secure LedgerSync link for each client
• balances, transactions and statements for a client's accounts, with download links, and broken connections found with a fix link for each one
• a bank statement PDF turned into transactions and a CSV, Excel or QuickBooks file
• rules agent: proposes categorization rules from a client's waiting transactions, with a preview and your yes before anything is saved, and an undo
• month-end review agent: runs five checks on a month of QuickBooks Online books (uncategorized entries, missing payees, parent-account entries, unusual coding, large amounts) and suggests a fix where it can
• reconciliation agent: explains why a bank account won't reconcile to QuickBooks Online, with the likely causes, strongest first
• categorizes a month of transactions and posts them to QuickBooks Online, after a preview and your yes
• 1099 agent: finds the vendors who need a 1099, and marks or unmarks them in QuickBooks Online after a preview and your yes

Bank passwords are never entered in the AI chat. The account holder signs in on a secure LedgerSync page or on our bank-data partner's secure page. You sign in with your normal LedgerSync login, and each person at your firm sees what they see in the LedgerSync app. Nothing changes in QuickBooks until you preview it and say yes. You need a LedgerSync account for your firm.