Relevance AI
Relevance AI
Soft Ledger logo

Soft Ledger integration

The Real-time Cloud Accounting Software Platform. Meet SoftLedger - the cloud accounting software that empowers your growing company to operate more efficiently and make smarter decisions.

Set up Soft Ledger in Relevance AI

Do this once. Every agent in your workspace can then use the connection.

1

Create a Relevance AI account

Sign in, or create a free account. You do not need to be a developer to set this up.

2

Connect your Soft Ledger account

In Relevance AI, open Integrations and add Soft Ledger. You will be sent to Soft Ledger to sign in and approve access, and the connection is stored against your workspace.

3

Call Soft Ledger from an agent

Create a tool and add an API tool step. Your agent can call any Soft Ledger endpoint using the account you just connected.

Put Soft Ledger to work in your agents

Connect Soft Ledger alongside 1,800+ other integrations and let your agents run the busywork.