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You do not need a new plan and you are not charged again. Your LedgerSync plan covers it. New clients you add through the AI count on your plan, just like clients you add in the app. Do not create a new account and do not pay. You sign in with the same username and password you use in the LedgerSync app.
For now, only the firm owner can connect LedgerSync. Access for teammates is coming.

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How it works

1

Add LedgerSync to your AI

Follow Set up in Claude or Set up in ChatGPT.
2

Sign in with your LedgerSync login

The LedgerSync sign-in page opens. Type your email or your LedgerSync username. Click Next. Already signed in to LedgerSync in this browser? You go straight to the Allow page.
The Sign in to LedgerSync page with the Next button marked
Type your LedgerSync password. Click Sign in.
The Enter your password page with the Sign in button marked
See Create your LedgerSync account? Do not click it. Click Change and type your LedgerSync username.You use two-step sign-in? Type your code and click Verify. Forgot your password? Click Forgot password?.
3

Click Allow

You see your firm’s name and your name. Click Allow. Then your AI asks to access your account: click Allow access. You only see that the first time.
Your clients are already there. Ask your first question.

Set up in Claude

Add LedgerSync to Claude.

Set up in ChatGPT

Add LedgerSync to ChatGPT.
Stuck? Email support@ledgersync.com with the step and what the screen says. Never send passwords or card numbers.