Soft Ledger is a cloud-based accounting software that streamlines financial management for businesses.
Transform your financial operations with AI Agents that can automate processes, analyze data, and drive better financial decision-making.
Soft Ledger delivers comprehensive financial management capabilities through its cloud platform. Relevance AI enhances this with intelligent AI Agents that can analyze financial data, automate accounting processes, and generate actionable insights.
Intelligent Workflow Orchestration
The agent automates complex financial processes, ensuring seamless operations.
Real-time Data Analysis
The agent provides instant insights from financial data, enhancing decision-making.
Automated Compliance Monitoring
The agent ensures adherence to financial regulations, reducing compliance risks.
Relevance AI gives you access to a wide variety of Soft Ledger tools within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Soft Ledger account
- A Relevance AI account with access to your project settings
- Authorization (connect via secure API tokens—no manual credential storage)
Security & Reliability
The integration leverages OAuth authentication to securely connect with SoftLedger's accounting system while Relevance AI manages API requests behind the scenes. Built-in data validation and automated formatting ensure seamless synchronization between your financial records and workflows.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the SoftLedger + Relevance AI integration without writing code:
- Set up proper authentication: Ensure OAuth credentials are correctly configured and permissions are set.
- Structure API requests: Use consistent endpoint paths and proper HTTP methods for each operation.
- Validate data formats: Ensure request bodies match SoftLedger's expected JSON structure.
- Monitor responses: Check status codes and response bodies to confirm successful transactions.
- Handle rate limits: Space out requests appropriately to avoid hitting API throttling limits.
