Automated support

Meet April, Your Seller Ledger AI Assistant

We're excited to introduce April, Seller Ledger's built-in AI chat assistant. April is available right inside your Seller Ledger account, ready to help you get answers faster — whether you have a question about how the software works or about your own business data.

What can April help with?

April can answer two broad types of questions:

• How the software works. Things like "How do I categorize a transaction as personal?", "Where do I upload a CSV file of expenses?", or "How do I add a sub-category?" April draws on Seller Ledger's full knowledge base to walk you through features, settings, and workflows.
• Questions about your own business. This is the newest and most powerful part of April. You can ask things like:
  • "What were my total eBay sales in October?"
  • "How much did I spend on shipping labels last quarter?"
  • "Which category has the most uncategorized transactions right now?"
  • "What's my current inventory balance?"

April looks up the answer directly from your Seller Ledger data and responds in plain language.

How to start a conversation with April

1. Log into your Seller Ledger account.
2. Look for the chat icon in the lower-right corner of any page.
3. Click the icon to open the chat window.
4. Type your question and press Enter.

You can ask follow-up questions in the same conversation, just like you would with a real person.

When April can't help — reach a real human

April is smart, but she's not perfect. If she can't answer your question, isn't sure she understood what you were asking, or if you'd just rather talk to a person, you can always reach a live member of the Seller Ledger product team.

At the top of the chat window, you'll see a link to email a live person directly. Click it, send us your question, and a real person will get back to you.

We treat every support email as a chance to make the product better, so please don't hesitate to reach out.

A note on privacy: your financial data stays with us

We know that trusting an AI assistant with a question about your business naturally raises a privacy question: "Is my financial data being sent to some outside AI company?"

The short answer is no.

Here's how it actually works behind the scenes:

• We use AI to interpret your question — for example, understanding that "How much did I make on Etsy last month?" is a request for Etsy income totals for the prior month.
• We use AI to figure out the right query to run against your Seller Ledger data.
• We use AI to format the response in a friendly, readable way.

The actual lookup of your financial data happens inside Seller Ledger's own systems. Your transactions, balances, sales figures, expense details, and other business data are never sent to an outside AI platform.

In other words: AI helps April understand you and talk to you, but your numbers stay with us.

Tips for getting the best answers

• Be specific about time periods. "Show my eBay sales for Q3 2024" will get a more precise answer than "Show my eBay sales."
• Use the names you see in Seller Ledger. If you renamed a sub-category or a connected account, refer to it the same way in your question.
• Ask follow-ups. If April's first answer isn't quite what you needed, just clarify in the next message — she'll keep the context of your conversation.
• If something looks off, tell us. Use the email support link in the chat window to flag anything that doesn't look right. We use that feedback to continually improve April.

Frequently asked questions

Is there an extra charge to use April?

No. April is included with your Seller Ledger subscription at no additional cost.

Can April make changes to my data (like categorizing transactions)?

Not at this time. April is currently focused on answering questions and pointing you to the right place in the app. If you want to make changes, you'll still do that yourself in Seller Ledger — though April can walk you through the steps.

What if April gives me an answer that doesn't match what I see in a report?

Please let us know via the email support link in the chat window. Send along the question you asked and what you were expecting to see, and our team will investigate.

Can I turn April off?

If you'd prefer not to use the chat assistant, you can simply close the chat window and continue using Seller Ledger as you always have. Email support is always available as well.

We're just getting started with April, and she'll keep getting smarter over time. Give her a try the next time you have a question — and remember, a real human on our team is always just one click away.