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.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
