When you connect LedgerSync to ChatGPT, Claude or Grok, the AI can see your clients and the bank connections, accounts, statements and transactions filed under them.
If you are the firm owner or an administrator, the AI can also see the banks connected on your firm's own LedgerSync login (the firm account) rather than under a client. They show as one extra entry, listed first, whose name ends in (the firm's own accounts). Employees see only the clients assigned to them in LedgerSync, never the firm's own accounts.
If you are an employee, the AI shows only the clients assigned to you in LedgerSync. Until some are assigned, it lists no clients. Ask your firm's LedgerSync owner or an administrator to assign clients to you.
If you are the firm owner or an administrator and your firm has no clients yet, but banks are connected on the firm's own login, the AI says the firm has no clients yet and lists the firm's own accounts instead. That is expected: you can ask about those banks, accounts, statements and transactions the same way as for a client. Your connections keep working normally (statements are still fetched and delivered, for example to Dropbox).
The AI does not send emails or texts to the firm's own accounts. To work with a bank as a client's, for example so LedgerSync can email or text the account holder, create a client in LedgerSync and connect the bank under that client.
Do I need to move my banks from the firm's own login to a client?
No. The firm owner and administrators already see them in ChatGPT, Claude or Grok as the firm's own accounts. Move a bank only if you want it filed under a client: add it again under that client.
Can ChatGPT, Claude or Grok see the firm's own accounts?
Yes, when the AI was connected with the firm owner's or an administrator's login. They show as one entry whose name ends in (the firm's own accounts). An AI connected with an employee's login does not see them.
The AI says it is connected, but lists no clients. Is the connection broken?
Not necessarily. An employee sees only the clients assigned to them, so the list stays empty until the firm owner or an administrator assigns some. For the firm owner or an administrator, a firm with no clients yet shows only the firm's own accounts, when banks are connected on the firm's own login. To add a client, create one in LedgerSync and connect a bank under it, then ask again.
Need help? Contact LedgerSync Support and we will be glad to assist.