Lesson 2 of 2 · 3 min

Connect Claude, ChatGPT or Gemini

Let your own AI assistant read your books and draft with you, and what it's never allowed to touch.

In your AI's chat
In your AI's chat
“Who owes me the most, and how late are they?”
“Draft an invoice for City Cash & Carry: 20 bags of Sella Rice 25kg.”
“How did September's profit compare with August's?”
Already use Claude, ChatGPT or Gemini? Connect it to Ledger and ask about your books in a chat, the way you'd ask your accountant.
Settings → AI tools
Connecting your AI
You
Copy link
Settings → AI tools
Then
Paste it into your assistant
Claude, ChatGPT or Gemini
You
Sign in, choose Allow
Pick your business
Result
Works as you
With your role
Settings, then AI tools: press Copy link under your assistant, paste it into the assistant, sign in and choose Allow. It works as you, with your role, and asks before every change. Once it's connected, it's listed there as Connected.
Reports and balances
Invoices, bills and payments
Drafts of invoices and bills
Customers and suppliers
Items
What your assistant can do, as Settings → AI tools lists it: read your reports and balances, look up invoices, bills, payments and expenses, draft invoices and bills, add and change customers, suppliers and items, and keep your business's details up to date.
Before
Your AI can help with
Reading your reports
Drafting invoices and bills
Customers, suppliers and items
Kept away from AI assistants
After
Only you, in Ledger
Issuing, sending or voiding an invoice or a bill (an assistant only drafts them)
Recording or allocating a payment, an expense or a transfer
Journals, opening balances, stock adjustments and reconciling the bank
Payroll: anyone's pay, approving, paying or voiding a pay run, payslips, and paying over the tax withheld
The books' settings (the lock date, the financial year), the chart of accounts and tax rates, the currency and time zone
The payment instructions and bank details on invoices, and switching on reminder emails to customers
Connecting Register, Offr, Trazr or any other app
Connecting, renewing or disconnecting a bank feed
Exports and downloads, and the team's own notes on customers and suppliers
Deleting, archiving or erasing anything
Your Ledger plan and billing
Team logins: inviting people, changing roles, removing someone
Handing the business to a new owner, or closing it
Your own account: password, email, signing out
Some things stay with you, always: making an invoice or a bill real, any money, journals and reconciling, your books' settings and tax rates, the bank details on your invoices, connecting apps, exports, deleting anything, your plan, your team and your own account. Do these yourself, in Ledger.
Settings → AI tools
app.ledger.vereon.tech
Your booksReportsAccountsPayrollImportSettingsLearning
AI tools
…TeamBillingAI toolsConnected appsDanger zone
Claude · Connected · Disconnect
ChatGPT · Copy link
Gemini · Copy link
Recent AI changes
Everything it changes is saved under your name: owners and admins see it in Settings, then AI tools, under Recent AI changes. Changed your mind? Disconnect it from the same page, whenever you like.

Try it

Opens Ledger. You'll be asked to sign in first; new businesses get a free week, no card needed.

Open Settings → AI tools

Quick check

2 quick questions. Pick an answer and Leo will tell you how you did.

1. Can your AI record a customer's payment for you?

Yes, if you askNo: recording money stays with you, in Ledger

2. Whose permissions does a connected AI work with?

Yours, with your roleEvery permission, as the owner

Try it in Ledger, free for a week

Every lesson's Try it opens the real page, with Leo pointing the way.

Get started Sign in

Free for the first week · no card to start · Rs 1,500 a month afterFree for the first week · no card to start · £5 a month afterFree for the first week · no card to start · $6 a month after