The real cost of doing it yourself.
Three objections every firm hears — and why each one misses what Ledgersync actually does.
Plaid, Yodlee, MX, and Finicity all drop connections. Banks change login flows, credentials expire, and APIs hiccup. The question isn't whether a connection will break — it's what happens when it does. Ledgersync monitors every connection, alerts you the moment it fails, and reroutes through a second aggregator so a broken link becomes a two-minute fix, not a week of chasing clients.
“The connections keep breaking.”
Every bank aggregator in the industry — Plaid, Yodlee, MX, Finicity — breaks connections. That's not a Ledgersync problem; it's an open-banking reality.
The difference is we monitor it, notify you, and work to restore it. Doing it yourself means dealing with that same friction with zero support.
Dual-aggregator failover
We run Mastercard/Finicity and MX side by side. When one route fails, traffic reroutes automatically — something no DIY approach can replicate.
In-app + email alerts the moment a connection drops
Client re-auth takes about two minutes from their phone
Historical data is preserved during reconnection
A broken connection is a 2-minute reconnect. Manually chasing bank statements from 10 clients is an hour of your week, every week, forever.
Scale that doesn't sleep
You can collect one statement. Can you collect 847 statements across 200 clients without a single missed month, automatically, at 2 a.m. on the 1st? That's what Ledgersync does.
Statements pulled directly from 10,000+ institutions
No client involvement, no inbox chasing, no missed months
PDFs + transactions archived per client, per account
Clients forget, ignore, and delay — Ledgersync removes them from the chain entirely.
“I can just get the statements myself.”
Manual collection works until it doesn't. One client is manageable; a hundred is a full-time job hidden inside your firm.
Your time has a dollar value. At even $75/hr, manually requesting and downloading statements costs more than the subscription within a few clients.
“What am I even paying for?”
You're not paying for a connection. You're paying to never touch a bank statement again — and to have a system that catches errors your current workflow misses entirely.
Automated collection
Statements pulled directly from 10,000+ institutions — no client involvement required.
QuickBooks sync
Online + Desktop. Transactions flow straight into the books, already categorized.
Accounting CS integration
Purpose-built for Thomson Reuters CS firms — not a workaround or export-and-import dance.
Bank reconciliation reporting
Instant proof of what reconciles and what doesn't — before you close the month.
Dual aggregator routing
Automatic failover when one bank connection drops, so coverage stays up.
Verified Running Balance
Confidence-graded balance validation using two independent data sources.
Six-month onboarding backfill
When a new client comes on board, QBO gives you 30 days of history. That's it. Ledgersync pulls up to six months automatically, so you're not stuck calling the client or downloading statements manually.
Reconstruct 3+ months for a new engagement or cleanup job
Cover missed periods when a connection breaks for weeks
Backfill happens without touching the client
A single one-month statement gap costs more in staff time than the subscription. At scale, those gaps are expensive.
“QBO already pulls in bank statements — why do I need Ledgersync?”
QBO's bank feed only pulls one month of history. That works for an ongoing client with a clean connection, but it leaves you exposed the moment you need to look back further.
A client switches firms mid-year, you inherit a cleanup engagement, or a broken connection goes unnoticed for two months — now there's a gap, and QBO won't fill it. Ledgersync does.
The real question is what broken workflows are already costing you.
Missed statements, late closes, client follow-up, and reconciliation rework add up fast. Ledgersync replaces that noise with a single system that fetches, verifies, and syncs — so your team can focus on advising clients instead of herding bank data.
See what you're actually paying for.
Connect your first client and watch Ledgersync remove the manual work your firm is still doing today.
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