Ledgersync

Ledgersync

Ledgersync is a powerful transaction automation platform designed for accountants, allowing seamless integration with multiple financial institutions and efficient data management.

Location: United States
Software Type: Web App

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Description

Ledgersync is a leading transaction and statement automation platform specifically built for the accounting industry. It empowers users to efficiently fetch and manage financial data from numerous institutions all in one dashboard.

Key Features Include:
- Automatic Fetching: Instantly pull transactions and bank statements from various institutions.
- File Compatibility: Supports multiple file formats like QBO, OFX, CSV, and PDF for easy transaction management.
- Global Rules Engine: Streamlines rule creation, enabling users to apply global rules across all clients while customizing per client as needed.
- Image Support: Allows for check and deposit image retrieval, providing a complete view of client transactions.

Pricing Structure:
Ledgersync offers a transparent pricing model with a minimum monthly fee of $100 for the first five clients. Each additional client connection costs $20, and check & deposit image services start at $6 per client, with a maximum monthly charge of $200.

Ledgersync also offers a 30-day free trial for new users, encouraging them to experience the full scope of its features without any commitment. With its advanced integration capabilities, Ledgersync is perfect for accountants looking to enhance their productivity and efficiency in managing client accounts.

For more information, visit Ledgersync's official website.

Features

Automatic Transaction Fetching

Seamlessly pull transactions from multiple financial institutions daily, ensuring up-to-date financial data.

Global Rules Engine

Automate accounting processes with rules that can be applied globally or tailored for individual clients.

File Format Compatibility

Download transaction data in various formats including QBO, OFX, CSV, and PDF for easy management.

Check & Deposit Image Retrieval

Collect and display images of checks and deposits for comprehensive transaction oversight.

Monthly Statement Fetching

Automatically fetch monthly statements when available online, simplifying reconciliation.

Employee Access Management

Control user permissions to ensure that sensitive financial information is protected.

Tags

accountingautomationfinancial softwaredata integrationtransaction management

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support