SoftLedger Integration
Connect SoftLedger to Arahi's no-code AI agents and automate workflows in minutes.
About the SoftLedger 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. With Arahi AI, you can connect SoftLedger to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- Accounting & Finance
- Authentication
- oauth
SoftLedger automation use cases
- Invoice chasing sequences
- Send escalating email + SMS reminders for overdue SoftLedger invoices until payment lands.
- Expense receipt routing
- Capture receipts from email or Slack and push to SoftLedger with category and project pre-tagged.
- Monthly close checklist
- Turn monthly SoftLedger close into a tracked checklist with reminders and ownership across the team.
- Revenue recognition digest
- Digest SoftLedger revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
SoftLedger workflow examples
- Post Stripe payouts to SoftLedger journals
When Stripe issues a payout, create a SoftLedger journal entry with gross revenue, fees, and net deposit split across the right accounts.
Stripe payout created posts SoftLedger journal entry with splits.
- Sync Shopify orders to SoftLedger invoices
Each Shopify order generates a SoftLedger invoice assigned to the correct entity and customer record so multi-entity books stay aligned.
Shopify order paid creates SoftLedger invoice in correct entity.
- Record Brex expenses in SoftLedger
When a Brex transaction is categorized, create a SoftLedger bill with the vendor, GL account, and entity tagged for month-end close.
Brex transaction categorized creates SoftLedger bill for vendor entity.