If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
See how Pro Ledger integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule

Automate when something happens in Pro Ledger
Login -> Create new flow -> Select trigger -> Search Pro Ledger -> Choose the trigger from the list
Take action in Pro Ledger when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Pro Ledger -> Choose the action from the list
Trigger
Action

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Common automations include creating invoices from proposals or completed projects, recording payments from Stripe/PayPal, capturing receipts into expenses, sending overdue reminders, and scheduling profit & loss reports. The goal is up-to-date books and fewer manual entries.
No. viaSocket provides visual connectors and prebuilt templates for common flows. Business users can configure triggers, map fields, and enable automations without coding.
viaSocket can use AI to extract data from receipts and invoices, classify expense categories, and parse free-text inputs before creating records in Pro‑Ledger — reducing manual cleanup and errors.
viaSocket follows standard security practices for integrations, including encrypted connections and minimal access scopes. You control which accounts are connected and can revoke access at any time.
Pro-Ledger is an easy & inexpensive cloud-based bookkeeping software for sole proprietors, professionals & freelancers.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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