> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgersyncappv2.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use LedgerSync in Claude or ChatGPT

> Ask Claude or ChatGPT about your clients' bank accounts, in plain words.

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

```mermaid theme={null}
graph LR
  A[Add LedgerSync<br/>to your AI] --> B[Sign in to<br/>LedgerSync]
  B --> C[Click<br/>Allow]
  C --> D[Ask a<br/>question]
```

## Which one are you?

<CardGroup cols={3}>
  <Card title="My firm uses LedgerSync" icon="building" href="/ai/existing-customers">
    Sign in with your normal LedgerSync login. No new plan, no extra charge.
  </Card>

  <Card title="I am new to LedgerSync" icon="user-plus" href="/ai/new-to-ledgersync">
    You create your LedgerSync account while you set up your AI.
  </Card>

  <Card title="I work at a firm that uses LedgerSync" icon="users">
    For now, only the firm owner can connect LedgerSync. Access for teammates is coming.
  </Card>
</CardGroup>

## Which AI do you use?

<CardGroup cols={2}>
  <Card title="Set up in Claude" icon="message" href="/ai/setup-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.
  </Card>

  <Card title="Set up in ChatGPT" icon="comments" href="/ai/setup-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.
  </Card>
</CardGroup>

<Note>
  **Good to know.** Claude calls this a connector. ChatGPT calls it an app or plugin. They are the same thing.
</Note>

<Note>
  **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.
</Note>

Building on the LedgerSync API? Go to [For developers](/ai/developers).

Stuck? Email [support@ledgersync.com](mailto:support@ledgersync.com) with the step and what the screen says.
Never send passwords or card numbers.


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