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A few banks need the LedgerSync desktop app when the AI refreshes them. The app runs on a computer at your firm. Which banks? The AI tells you when a refresh needs the desktop app. You set up the app once.
1

Get the app

Ask the AI: “Help me set up the LedgerSync desktop app.” It gives you the download link for your computer.Or download it here:

Download for Windows

LedgerSync desktop app for Windows.

Download for Mac

LedgerSync desktop app for Mac.
Install it on a computer at your firm.
2

Get a code from the app

Open the app. Open Settings. Set Connect with to AI chat.The app shows a code of 7 letters and numbers.
3

Tell the AI the code

Type the code in the chat. The AI asks you to confirm. Say yes.The AI says The desktop app is linked.
Only one computer is connected at a time. Linking a new computer disconnects the old one.
Keep that computer on and the app open. The AI can refresh these banks only while the app is open. To check, ask: “Is the LedgerSync desktop app connected?”
Something went wrong with the code or the app? See Troubleshooting. Stuck? Email support@ledgersync.com with the step and what the screen says. Never send passwords or card numbers.