LedgerLens turns your transactions and uploaded bank statements into a conversation. Ask about recent purchases, category spending, or specific merchants and get instant answers grounded in your own data. Upload statements once, then explore your finances by simply asking — no dashboards to navigate, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you control.
Screenshots
How to use
- 1Add it in ChatGPT
Open LedgerLens in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick LedgerLens, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Break down my LedgerLens spending by category for the last 30 days.”
- “Show me my 10 most recent LedgerLens transactions.”
- “List the most recent documents I've uploaded to LedgerLens.”
Disconnect
- 1Disconnect it in ChatGPT
Open Settings, then Apps or Plugins (the label depends on your rollout), select LedgerLens and choose Disconnect. ChatGPT stops acting through your account; past conversations aren't deleted.