What do you want to automate with SoftLedger?
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Overview#
SoftLedger is a powerful API that enables you to automate accounting and financial tasks by integrating with your existing financial stack. By leveraging SoftLedger API on Pipedream, you can create custom workflows that streamline financial reporting, manage inventory, automate ledger entries, and sync financial data across applications. Pipedream's serverless platform allows you to connect the SoftLedger API with hundreds of other apps to trigger actions, process data, and automate repetitive tasks without writing complex code.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
softledger: {
type: "app",
app: "softledger",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.softledger.com/api/locations/me`,
headers: {
Authorization: `Bearer ${this.softledger.$auth.oauth_access_token}`,
},
})
},
})
Example Use Cases#
Sync Invoices to Accounting Software: Automate the process of capturing sales data by syncing invoices from e-commerce platforms like Shopify to SoftLedger. Whenever a new sale occurs, trigger a workflow that creates a corresponding invoice entry in SoftLedger, keeping your financial records up-to-date.
Consolidate Financial Reports: Simplify monthly financial close by aggregating data from multiple sources into SoftLedger. Set up a workflow that pulls data from payment gateways such as Stripe and PayPal, ensuring that all revenue streams are accurately reflected in your financial statements.
Automate Expense Tracking: Track expenses seamlessly by creating a workflow that monitors transaction updates from credit card processors or expense management tools like Expensify. Upon detecting new transactions, automatically create expense entries in SoftLedger, streamlining the reconciliation process and providing real-time visibility into financial data.
Authentication#
Name Slug: softledgerSoftLedger uses OAuth authentication. When you connect your SoftLedger account, Pipedream will open a popup window where you can sign into SoftLedger and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any SoftLedger API.
Pipedream requests the following authorization scopes when you connect your account:
do not use- accessToken
POSThttps://{{custom_fields.endpoint}}.accounting-auth.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsongrant_type=client_credentials&audience={{custom_fields.audience}}&tenantUUID={{custom_fields.tenant_uuid}}&client_id={{custom_fields.client_id}}&client_secret={{custom_fields.client_secret}} - refreshToken
POSThttps://{{custom_fields.endpoint}}.accounting-auth.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsongrant_type=client_credentials&audience={{custom_fields.audience}}&tenantUUID={{custom_fields.tenant_uuid}}&client_id={{custom_fields.client_id}}&client_secret={{custom_fields.client_secret}}
Trusted by 1,000,000+ developers from startups to Fortune 500 companies