LedgerSync Inc. v1.1.0
Bank data for accounting firms
From the developer
Not specified in the available declarations: capabilities, pricing & account requirements.
Set up categorization rules for one of my clients, and show me a preview before saving anything.
Developer declarations; not independently tested. Listing last checked Nov 12, 2026. Package observed Nov 12, 2026.
From the marketplace listing
LedgerSync connects the bank accounts of an accounting firm's clients. Then AI agents work with that data inside ChatGPT. Ask in plain words and LedgerSync finds the answer: - connect clients at 11,000+ banks with a secure LedgerSync link for each client - balances, transactions and statements for a client's accounts, with download links, and broken connections found with a fix link for each one - a bank statement PDF turned into transactions and a CSV, Excel or QuickBooks file - rules agent: proposes categorization rules from a client's waiting transactions, with a preview and your yes before anything is saved, and an undo - month-end review agent: runs five checks on a month of QuickBooks Online books (uncategorized entries, missing payees, parent-account entries, unusual coding, large amounts) and suggests a fix where it can - reconciliation agent: explains why a bank account won't reconcile to QuickBooks Online, with the likely causes, strongest first - categorizes a month of transactions and posts them to QuickBooks Online, after a preview and your yes - 1099 agent: finds the vendors who need a 1099, and marks or unmarks them in QuickBooks Online after a preview and your yes Bank passwords are never entered in the AI chat. The account holder signs in on a secure LedgerSync page or on our bank-data partner's secure page. You sign in with your normal LedgerSync login, and each person at your firm sees what they see in the LedgerSync app. Nothing changes in QuickBooks until you preview it and say yes. You need a LedgerSync account for your firm.
Language: English · Automatically detected from descriptions.
· 3 observations
Default prompt changed from “Which of my clients' bank connections need attention?” to “Set up categorization rules for one of my clients, and show me a preview before saving anything.”. Default prompts updated; open the comparison for details. Long description changed from “Ask in plain words and LedgerSync finds...
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Listing update: the description now names LedgerSync's AI agents (rules, month-end review, reconciliation and 1099) and two of the three starter prompts changed. No change to the MCP server, its tools or sign-in.
Declared in the saved package. Remote tools may change independently.
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
Package observed Nov 12, 2026.
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