Update to LedgerSync
Snapshot Nov 12, 2026 · 06:10 UTC · version 1.1.0
Product listing or positioning changed
Long description — Now says: 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...
Observed in the public listing; claims come from the publisher.
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All fields and original values.
Long description
Nov 11, 2026 · 00:09 UTC
Ask in plain words and LedgerSync finds the answer: - which clients' bank connections need attention, with a link to fix each one - balances, transactions and statements for a client's accounts, with download links - a client's bank tran...
Nov 12, 2026 · 06:10 UTC
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'...
Composer icon url
Nov 11, 2026 · 00:09 UTC
https://files.openai.com/content?id=file_0000000056c881fb9719db8ac459eb3c
Nov 12, 2026 · 06:10 UTC
https://files.openai.com/content?id=file_00000000689081fd826ac6cf3b7bc84c
Default prompt
Nov 11, 2026 · 00:09 UTC
Which of my clients' bank connections need attention?
Nov 12, 2026 · 06:10 UTC
Set up categorization rules for one of my clients, and show me a preview before saving anything.
Default prompts
Nov 11, 2026 · 00:09 UTC
["Which of my clients' bank connections need attention?","Show me last month's bank transactions for one of my clients.","Turn a bank statement PDF into a QuickBooks file."]
Nov 12, 2026 · 06:10 UTC
["Set up categorization rules for one of my clients, and show me a preview before saving anything.","Which of my clients' bank connections need attention, and how do I fix them?","Turn a bank statement PDF into a QuickBooks file."]
Compare saved observations
Download comparison JSONFull technical diff · 7 changed fields
changed /release/id
"pluginrel_2edca15e8a2c819196ce7138b5a2968d"
"pluginrel_b7bd19bb3e188191833a1f362a53f14a"
changed /release/interface/composer_icon_url
"https://files.openai.com/content?id=file_0000000056c881fb9719db8ac459eb3c"
"https://files.openai.com/content?id=file_00000000689081fd826ac6cf3b7bc84c"
changed /release/interface/default_prompt
"Which of my clients' bank connections need attention?"
"Set up categorization rules for one of my clients, and show me a preview before saving anything."
changed /release/interface/default_prompts
[ "Which of my clients' bank connections need attention?", "Show me last month's bank transactions for one of my clients.", "Turn a bank statement PDF into a QuickBooks file." ]
[ "Set up categorization rules for one of my clients, and show me a preview before saving anything.", "Which of my clients' bank connections need attention, and how do I fix them?", "Turn a bank statement PDF into a QuickBooks file." ]
changed /release/interface/logo_url
"https://files.openai.com/content?id=file_00000000e36481f5b55fb3ce276150bd"
"https://files.openai.com/content?id=file_00000000540c81fd9b0181126a4c35c0"
changed /release/interface/long_description
"LedgerSync connects the bank accounts of an accounting firm's clients. Ask in plain words and LedgerSync finds the answer:\n- which clients' bank connections need attention, with a link to fix each one\n- balances, transactions and statements for a client's accounts, with download links\n- a bank statement PDF turned into transactions and a CSV, Excel or QuickBooks file\n- a client's bank transactions categorized and posted into QuickBooks Online, after a preview and your yes\n- a client's categorization rules set up, after a preview and your yes, with an undo\n- an email or text to a client with a link to connect their bank, sent by LedgerSync from its own address\n\nBank passwords are never typed in the chat: the account holder signs in on a LedgerSync page or on its bank-data partner's secure page. You sign in with your normal LedgerSync login, and each person at the firm sees what they see in the LedgerSync app. You need a LedgerSync account for your firm."
"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:\n- connect clients at 11,000+ banks with a secure LedgerSync link for each client\n- balances, transactions and statements for a client's accounts, with download links, and broken connections found with a fix link for each one\n- a bank statement PDF turned into transactions and a CSV, Excel or QuickBooks file\n- rules agent: proposes categorization rules from a client's waiting transactions, with a preview and your yes before anything is saved, and an undo\n- 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\n- reconciliation agent: explains why a bank account won't reconcile to QuickBooks Online, with the likely causes, strongest first\n- categorizes a month of transactions and posts them to QuickBooks Online, after a preview and your yes\n- 1099 agent: finds the vendors who need a 1099, and marks or unmarks them in QuickBooks Online after a preview and your yes\n\nBank 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."
changed /release/version
"1.0.0"
"1.1.0"
Full snapshot data
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"Which of my clients' bank connections need attention, and how do I fix them?",
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"long_description": "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:\n- connect clients at 11,000+ banks with a secure LedgerSync link for each client\n- balances, transactions and statements for a client's accounts, with download links, and broken connections found with a fix link for each one\n- a bank statement PDF turned into transactions and a CSV, Excel or QuickBooks file\n- rules agent: proposes categorization rules from a client's waiting transactions, with a preview and your yes before anything is saved, and an undo\n- 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\n- reconciliation agent: explains why a bank account won't reconcile to QuickBooks Online, with the likely causes, strongest first\n- categorizes a month of transactions and posts them to QuickBooks Online, after a preview and your yes\n- 1099 agent: finds the vendors who need a 1099, and marks or unmarks them in QuickBooks Online after a preview and your yes\n\nBank 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.",
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"privacy_policy_url": "https://ledgersync.com/legal/privacy",
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"terms_of_service_url": "https://ledgersync.com/legal/terms",
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