Ledgersync

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.

Top Ledgersync Alternatives

1

Canopy

Canopy is a cloud-based practice management platform designed specifically for accounting and tax firms.

2

Verify Accounting Practice Management

Designed specifically for accountants and bookkeepers, this practice management solution offers a secure centralized inbox for managing client books, bank feeds, and reconciliations.

3

Nexus

Nexus offers tax professionals a robust suite of features, including free unlimited e-filing for federal and state returns, digital signature options, and multiple entry modes.

4

Pascal Workflow

Pascal Workflow transforms practice management for accountants and tax professionals by centralizing communications, notes, and client interactions on a single screen.

5

Financial Cents

This innovative accounting practice management software empowers firms to efficiently track client work and deadlines, automating data collection to save over 10 hours weekly.

6

EasyACCT

EasyACCT streamlines accounting tasks by integrating write-ups, payroll, and financial reporting into one platform.

7

Accounts

It streamlines the month-end close with centralized task management, empowering teams to operate efficiently...

8

Intuit Practice Management

Users can automate workflows, track project progress, and manage client relationships seamlessly...

9

Aero Workflow

Integrated with leading apps like QuickBooks and Office 365, it streamlines task scheduling, fosters process...

10

Zoho Practice

With features like centralized client management, real-time communication, and automated task handling, it empowers firms...

11

Jetpack Workflow

Users can standardize processes, automate deadlines, and monitor team progress effectively...

12

SS C Primatics

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OfficeTools

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IRIS Star Practice Management

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TaxFlow

It eliminates the chaos of scattered spreadsheets, centralizing all tasks and returns in one intuitive...

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.
Top Ledgersync Alternatives
  • Canopy
  • Verify Accounting Practice Management
  • Nexus
  • Pascal Workflow
  • Financial Cents
  • EasyACCT
  • Accounts
  • Intuit Practice Management
  • Aero Workflow
  • Zoho Practice
  • Jetpack Workflow
  • SS C Primatics
  • OfficeTools
  • IRIS Star Practice Management
  • TaxFlow
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