GLedger Live Integrations – Ledger Developer Portal

Executive Summary

What this deck covers

This presentation introduces GLedger Live Integrations — a set of real-time and near-real-time connectors, APIs, and tools on the Ledger Developer Portal that let product teams, engineers, and partners integrate GLedger capabilities into financial flows, reconciliation systems, and accounting platforms. It explains the architecture, core APIs, SDKs, security and compliance considerations, developer experience (DX) features, and operational best practices.

Key takeaways

• GLedger Live enables real-time ledger events, webhooks, and streaming settlement data.
• APIs are REST-first, with optional WebSocket/streaming endpoints for low-latency use cases.
• Comprehensive SDKs and interactive docs lower time-to-production for integrators.

Who should read this

Platform architects, backend engineers, integration partners, and product managers preparing to integrate ledger functionality into merchant services, payment gateways, ERP systems, or reconciliation tooling.

Agenda

1. Introduction & objectives
2. Integration models (sync, async, streaming)
3. Authentication & security
4. APIs & SDKs overview
5. Eventing & webhook patterns
6. Sample integration flow
7. Error handling & observability
8. Best practices & compliance
9. Roadmap and next steps
10. Q&A / resources

Each section includes concise implementation guidance plus code and pattern examples designed for quick translation into working prototypes or production integrations.

Integration Models: Choose the right approach

1. Synchronous REST

Synchronous REST APIs are ideal for request-response flows where the client expects immediate confirmation (for example, posting a journal entry tied to a payment event). GLedger's REST endpoints include validation and idempotency keys so repeating a request doesn't create duplicate ledger entries.

2. Asynchronous webhooks

For processing that can be deferred — reconciliation, settlements, complex postings — GLedger pushes events to registered webhook endpoints. Events include a delivery status and retry semantics. Use webhooks when durability and eventual consistency are acceptable.

3. Streaming (WebSocket / SSE)

Streaming is best for low-latency dashboards, live audit feeds, and external services that need a continuous feed of ledger changes. Streaming endpoints support reconnect strategies and checkpoint cursors for resuming from failure.

Authentication & Security

OAuth2 + API Keys

GLedger supports OAuth2 client credential flows for long-running integrations and short-lived API keys for quick developer usage. Access tokens are scoped to environments (sandbox vs. production) and permissions (read, write, admin).

Mutual TLS & IP Allowlisting

For high-trust partners, mutual TLS (mTLS) and IP allowlisting are available. These provide transport-level assurance for inbound webhooks and for sensitive API operations.

Data protection & encryption

All data in transit is encrypted with TLS 1.2+; at-rest encryption uses provider-managed keys with optional customer-managed key (CMK) support on request. Audit logs and access events are retained per compliance policy.

API Surface & Official SDKs

Core API groups

• Ledgers API: Create, fetch, and query ledgers and accounts.
• Entries API: Post journal entries, batch postings, and linked transactions.
• Settlement API: Settlement instructions, payouts, and reconciliation artifacts.
• Events API: Subscribe to a stream of ledger events and change-feeds.

SDKs & code-first DX

Official SDKs are available in JavaScript/TypeScript, Python, Java, and Go. Each SDK provides typed models, automatic retries, idempotency helpers, and integrated logging hooks so implementers spend less time on plumbing and more time on business logic.

Docs and examples

The Developer Portal includes interactive examples, an API explorer (try-it-now), and downloadable OpenAPI / RAML specs so teams can generate client code immediately.

Eventing & Webhook Patterns

Event types

Events include: entry.created, entry.updated, entry.posted, settlement.completed, and reconciliation.matched. Each event payload contains a canonical resource reference, timestamp, and diagnostics metadata for troubleshooting.

Delivery guarantees

GLedger offers at-least-once delivery semantics with exponential backoff retry for transient failures. Events include a delivery ID and sequence number to help receivers deduplicate and order events.

Handling duplicate events

Clients must persist event IDs and implement idempotent handlers. SDKs include idempotency helper functions that generate stable dedupe keys based on event metadata.

Sample Integration Flow — End-to-End

Scenario

Imagine integrating GLedger with a merchant payments platform. When a payment clears, the payments system calls GLedger’s Entries API to post a ledger entry; GLedger validates and posts the entry, then emits an entry.posted event to downstream reconciliation services.

Steps

1. Acquire OAuth2 token with `ledger.write` scope.
2. Call POST /v1/entries with idempotency-key and payload including accounts and amounts.
3. On 202 Accepted, optionally subscribe to the Events API to receive entry.posted.
4. Webhook consumer reconciles the posted entry with payment records and stores the reconciliation result.

Best code practice

Always use idempotency keys, persist request fingerprints, and log both request and response IDs for end-to-end observability. Instrument latency metrics and create alerts for failed webhook deliveries or repeated retries.

Error Handling & Observability

Structured errors

API responses use structured error payloads with machine-readable error codes (e.g., validation.required_field_missing, duplicate_entry, insufficient_funds). Clients should map codes to retry/abort logic rather than rely on raw messages.

Logging & traces

Pass a correlation-id header on each request. GLedger returns a X-GLedger-Request-Id that should be logged with application traces. Use OpenTelemetry-compatible tracing for full distributed traceability.

Monitoring

• Track request latency, error rate, and webhook delivery success metrics.
• Set up alerts for elevated retry counts or surge in rate_limit errors.
• Use the portal dashboard for real-time delivery logs and replay failed webhook deliveries.

Best Practices & Compliance

Design patterns

Design integrations to be eventually consistent: do not assume instantaneous state. Adopt idempotent writes, optimistic reconciliation patterns, and conflict resolution strategies for out-of-order events.

Security & compliance

Follow least-privilege principles when granting API scopes. Maintain a key rotation policy, and enable two-factor administrative logins on the Developer Portal. For regulated customers, GLedger supports audit exports, evidence of encryption-at-rest, and SOC/ISO attestation packages on request.

Operational playbook

Create runbooks for webhook failure scenarios, reconciliation disconnects, and settlement mismatches. Define SLAs with stakeholders for problem detection and resolution.

Roadmap & Next Steps

Planned enhancements

• Native GraphQL endpoints for flexible querying and reduced over-fetching.
• Expanded SDK coverage (Ruby, .NET) and community-contributed plugins.
• Advanced reconciliation service with machine learning suggested matches.
• Tenant-level sandboxing for partner development environments.

How to get started

1) Create a developer account on the Ledger Developer Portal. 2) Generate sandbox credentials and try the interactive API explorer. 3) Clone the example repo in your language of choice and run the sample end-to-end flow. 4) Join the partner onboarding channel for additional support.

Resources

Developer Portal docs, API reference, SDK downloads, and compliance packs are available from the main portal landing page. Use the Office quick links at the top to open this structure in PowerPoint and customize visuals for stakeholder presentations.