The short answer
Yes. When you connect LedgerSync to ChatGPT, Claude or Grok, you can ask the AI to email or text your clients. It can remind clients whose bank connection needs attention to fix or reconnect it, or invite clients to sign in to LedgerSync and connect their bank. LedgerSync sends each message itself, with that client's own secure link. The AI always shows you a preview first and sends only after you say yes.
What you can ask for
- Reconnect messages: an email or text to clients whose bank connection needs attention, with a link to fix it or connect the bank again. You can message everyone you can see whose connection needs attention, or narrow it down, for example to one bank.
- Invitations: an email or text to the clients you name, with a link that signs them in to LedgerSync so they can connect their bank.
- Saved templates: the AI can list your firm's saved reconnect and invitation templates from the Communication Center, and save a new one when you ask. A template it saves can be used by everyone at your firm, in the AI and in the Communication Center.
Preview first, then confirm
- Ask the AI who to message and what to say, or which saved template to use.
- The AI shows you a preview: a sample message, how many messages go out and to how many clients, and who is skipped and why. Nothing is sent at this step.
- If it looks right, tell the AI yes. Only then does LedgerSync send the messages.
Clients who were already messaged about the same bank connection, or already invited, in the last 24 hours are skipped, unless you ask the AI to message them again. Clients LedgerSync cannot reach on the channel you chose, for example a client with no phone number for a text, are skipped too.
Who can send
Firm owners and teammates can message clients through the AI. A teammate who is an employee can reach only the clients assigned to them in LedgerSync.
Daily limit
Your firm has a daily limit on client messages sent through AI apps. It is shared by everyone at your firm and every AI app you connect, and it resets at midnight UTC. If you see Your firm reached today's limit of client messages., the rest can go after midnight UTC.
Messages you may see
- This confirmation is unknown or expired. Preview the message again. Ask the AI to preview the message again, then confirm.
- Your LedgerSync login cannot send messages to clients. Sign in to the AI app with your firm's LedgerSync login, not a client login.
- Held back: if the AI says some messages were held back instead of delivered, contact LedgerSync Support.
Need help?
Contact LedgerSync Support and we will be glad to help.