API
LedgerSync Connector Address and Setup for ChatGPT, Claude and Grok
To connect LedgerSync to ChatGPT, Claude or Grok: ChatGPT: LedgerSync is in ChatGPT's plugin directory, so you do not need an address. In ChatGPT, click Plugins, search for LedgerSync (by LedgerSync Inc.) and click Install plugin. Claude and Grok: ...
Can ChatGPT, Claude or Grok email or text my clients through LedgerSync?
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 ...
Connecting LedgerSync to ChatGPT, Claude or Grok: Which Clients and Connections the AI Can See
Overview 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 ...
LedgerSync API — Webhooks & Transaction Deduplication (transactionHash)
Overview This article is for LedgerSync API partners. The LedgerSync API supports webhook notifications and a stable transaction hash field to help your integration handle real-time events and deduplicate transactions across bank reconnections. ...
Uploading PDF Bank Statements and Accessing Extracted Transactions via the API
You can get the transactions from a bank statement PDF through the LedgerSync API by sending the PDF to the API and getting the extracted transactions back. Conversions you run with the PDF Converter (Tools > PDF Converter) are not available through ...
LedgerSync API Pricing and How It Works With App Pricing
LedgerSync has two price lists: one for the LedgerSync app and one for the LedgerSync API. There's no double billing. If you sign up for the API, LedgerSync links your LedgerSync account to the API and you get both. The API is an extension of the ...
Building a LedgerSync Integration with AI (Vibe Coding)
Overview You can use an AI tool such as ChatGPT, Claude or Cursor to build a banking data integration with the LedgerSync API. You point the AI at the LedgerSync API documentation, it writes the integration code, and you test it in sandbox before ...
LedgerSync API: Webhooks
Overview Webhooks let the LedgerSync API send a notification to your server when something changes, so you do not have to keep polling. Bank connections are asynchronous: a user may finish linking a bank in seconds or take several minutes. A webhook ...
LedgerSync API: Getting Started (Quickstart Guide)
Overview This guide walks you through linking your first bank account and reading its transactions with the LedgerSync API, starting from a sandbox key. Sandbox base URL: https://sandbox-api.ledgersyncappv2.com/v3 Auth: Authorization: Bearer ...
LedgerSync API: Authentication & API Keys
Overview Every request to the LedgerSync API must be authenticated with a secret key passed as a Bearer token. This article explains how API keys work, the difference between sandbox and live keys, and how to keep them secure. How to Authenticate ...
LedgerSync API Overview: What You Can Build
Overview The LedgerSync API gives you one REST API for your users' bank data: accounts, balances, transactions and statements, across several bank data sources. You link a bank account once and get JSON back in the same shape, whichever bank or data ...
How to Request Live (Production) API Access
Overview The LedgerSync API portal operates in two environments: Sandbox and Live (Production). All new API accounts begin in Sandbox mode, which uses test keys and fake data. To use the API with real production traffic, you must request and receive ...