Ledgersync
Automatically aggregating client financial data into a singular dashboard, this platform simplifies the accounting process by fetching transactions, statements, and check images from multiple institutions daily. With advanced filtering and seamless integration into various accounting software, it reduces time spent on manual data collection, facilitating efficient account reconciliation.
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Top Ledgersync Features
- Unified financial dashboard
- Automatic statement fetching
- Comprehensive bank feeds
- Advanced transaction filtering
- Multiple file export options
- Daily transaction updates
- Global Rules Engine
- Seamless cloud storage sync
- Multi-account integration
- Check and deposit image collection
- PDF to Excel conversion
- Historical statement access
- Employee access management
- MTD transaction reporting
- Client sub-account gathering
- Mastercard financial institution access
- Time-saving reconciliation tools
- Instant institution connectivity verification
- Comprehensive accounting platform compatibility
- Custom fetching technology.
