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Ask Claude or ChatGPT about your clients’ bank accounts in plain words. It finds the answer in LedgerSync.

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Which one are you?

My firm uses LedgerSync

Sign in with your normal LedgerSync login. No new plan, no extra charge.

I am new to LedgerSync

You create your LedgerSync account while you set up your AI.

I work at a firm that uses LedgerSync

For now, only the firm owner can connect LedgerSync. Access for teammates is coming.

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Which AI do you use?

Set up in Claude

Works on every Claude plan. The Free plan allows only one added connector. On Claude Team or Enterprise, your firm’s Claude Owner adds LedgerSync first.

Set up in ChatGPT

Needs ChatGPT Plus or higher, on chatgpt.com in a web browser. On ChatGPT Business, Enterprise or Edu, only your workspace admin can add it.
Good to know. Claude calls this a connector. ChatGPT calls it an app or plugin. They are the same thing.
Nobody types a bank password in the chat. When a bank needs a password, the AI gives you a link to a LedgerSync page. That page opens your bank’s secure sign-in. The password goes there.
Building on the LedgerSync API? Go to For developers. Stuck? Email support@ledgersync.com with the step and what the screen says. Never send passwords or card numbers.