Pro Ledger integration
Bookkeeping Software for Small Business.
What your agents can do with Pro Ledger
4 pre-built Pro Ledger tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (4)
Get Classes
Get classes setup information.
Get Categories
Get categories setup information.
Get Accounts
Get accounts setup information.
Create Record
Create a new record in the Pro Ledger platform.
Set up Pro Ledger in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Pro Ledger account
In Relevance AI, open Integrations and add Pro Ledger, then paste your API Key. You will find it in your Pro Ledger account settings.
Use Pro Ledger in an agent
Create a tool, add a Pro Ledger tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Pro Ledger to work in your agents
Connect Pro Ledger alongside 1,800+ other integrations and let your agents run the busywork.