HelloLedger AI assistants

Ask your AI assistant about your books

Connect ChatGPT, Claude, Gemini, or Muse to HelloLedger and get answers from your real ledger: reports, transactions, reconciliations, and review queues.

See setup steps
Works withChatGPTClaudeGeminiMuse
Claude · connected to HelloLedger
Sample data

What was net income last month?

September net income was $18,420, up 12% from August.

Revenue

$64,300

Expenses

$45,880

Net income

$18,420

Source: HelloLedger Profit & Loss · Sep 1–30

Anything still waiting for review?

7 transactions need review, 2 of them over $500. Checking is reconciled through September 30.

Use cases

Ask the questions you actually have

Everyone on the team gets answers in plain language, straight from the books, without opening a report.

Owners

“What was net income last month?”

“How much cash do we have across all accounts?”

Bookkeepers

“Which transactions still need review?”

“Is the checking account reconciled through September?”

Operators

“Which vendors did we spend the most with this quarter?”

“Are all of our bank feeds syncing?”

The Monday briefing

Start each week knowing what needs attention

Your AI assistant reads your books and returns a short briefing: one headline, the insights that matter, each marked ACTION, WATCH, or INFO, and the next steps to take.

  • Every Monday at 8 AM

    Ask your assistant to “brief me,” or let it send the briefing on a weekly schedule.

  • Ranked by what matters

    Overdue invoices, large or first-time payments, reconciliation gaps, and the week's net change.

  • Next steps included

    Each briefing ends with numbered follow-ups you can run with a single reply.

Harbor Lane Hospitality

Week of Sep 21–27, 2026 · Monday, Sep 28 · 8:00 AM

Sample data

Two invoices are past due, and one large payment needs a look.

  • ACTION

    2 invoices are past due ($3,480)

    Northside Catering owes $2,150 (21 days late) and Lakeview Events owes $1,330 (9 days late).

  • WATCH

    Large payment: $4,200 to Pacific Equipment Co.

    About 3× your typical payment size. Confirm it was expected.

  • INFO

    Net change last week: +$1,940

    Revenue $12,480 and expenses $10,540, up from +$1,210 the week before.

Suggested next steps

  1. Who owes me money?
  2. Show my largest transactions
  3. Compare this month to last month

Setup takes about 2 minutes

Three steps to connect

  1. Step 1

    Start your HelloLedger company

    Sync your bank. HelloLedger categorizes and reconciles.

  2. Step 2

    Create an assistant key

    An admin opens Profile → AI assistants and picks the assistant.

  3. Step 3

    Paste it and start asking

    Follow the steps below. Inside HelloLedger the secret is filled in.

Setup guide

Step-by-step for each assistant

Replace YOUR_API_SECRET with your key. When you create a key inside HelloLedger, these snippets come filled in.

Paste the Bearer secret into Muse's HelloLedger connect screen.

  1. In Muse, open the HelloLedger connection.
  2. Base URL: https://api.helloledger.ai/v1
  3. Auth: Bearer token. Paste the secret (starts with hl_live_).
Muse setup

Base URL

https://api.helloledger.ai/v1

Bearer secret

YOUR_API_SECRET

Security

Built for financial data

Your assistant sees only what your key allows, and you can cut off access at any time.

Read-only by default

Assistants can only read. Two optional actions, confirming reviewed transactions and saving reconciliations, are off until you turn them on.

Only the companies you choose

Each key covers the companies you pick. Only company admins can create keys.

Secrets shown once

HelloLedger stores only a hash of each secret, so it can never be displayed again.

Expiry, limits, instant revoke

Keys expire after a year, are rate limited, and stop working the moment you revoke them.

FAQ

Common questions

Connect your books to your assistant in minutes

30-day free trial. $20/month per company after that. No setup fees.