Ledgersync Features
Running Balance at a Glance
Easily verify all information is up to date across your connected accounts including your current account balances.
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Reconcile your accounts throughout the month.​
Transactions Table
Easily work with your transactions in Ledgersync's Bank Feeds with our advanced filtering system.
Download transactions and import into any accounting platform with our range of export file types:
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QBO
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OFX
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CSV
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PDF
Statement Fetching
Stop wasting time every month logging in and out of bank portals collecting all your client's bank statements.​
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Ledgersync will automatically fetch all your statements every month for you as soon as they become available!
Check & Deposit Images
Stop wasting time downloading each check one at a time! With Ledgersync, we fetch your check and deposit detail images and display them on a single scrolling page!
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Download your images as a pdf and add them to your monthly or annual reporting.
Ledgersync Pricing
Standard Connections
*provided by the Mastercard API
per client*
$20
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Connect up to 7 financial institutions per client. (Checking, Savings, Credit Card, Loan Accounts)
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Access ALL your accounts available under each financial login.
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Automatically fetch transactions across all accounts on a daily basis.
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Download Transactions (QBO, OFX, CSV, PDF )
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Automatically fetch new statements every month** when available online.
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Statement Reconciliation Tool
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MTD Transaction Reporting for soft closes.
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Invite your employees to Ledgersync and manage their access.
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Cloud Storage Sync allows you to connect to multiple platforms.
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Ledgersync PDF to Excel Statement Converter Tool
* Minimum monthly fee of $100.00 includes your first five clients.
**Historical Statements are available upon request for an additional charge.
Check & Deposit Images
*provided by the Ledgersync API
Starting at
/per client*
$6
Using Ledgersync's custom fetching technology we collect and display all images on a single scrolling page. Easily review images without the need to click in and out of individual checks or deposits. Download all images as PDF file and add them as part of your year end financial packet.
Note: Not all financial institutions support the collection of check and deposit images.
*Price increase per month based on total number of images downloaded each month. Maximum monthly charger per client for images is $200.00
Have Questions?
Would you like to learn more about Ledgersync? Drop us a message and we will get right back to you!