Help clients find the right financing — not just the first offer.
Ledgersync connects accounting firms to Zip Capital Group. Zip Capital Group takes a consultative approach, pairing each client with a dedicated funding advisor who identifies the financing solution that best fits the business.
Ledgersync does not earn any commissions from Zip Capital Group. We simply have a strong relationship with a lender we trust, so we can connect your clients to a consultative financing partner — with no financial incentive on our side.
“Before your client accepts the first financing offer they receive, let Zip Capital Group review their situation. With one application, we'll work to identify the financing solution that best fits their business, with a dedicated advisor guiding them from application through funding.”
Expertise and Service
Small Business Funding Available Within 24 hours.
Instead, Zip Capital Group leads with expertise, service, and access. A dedicated advisor reviews the client's situation, explores options, and works to maximize approvals and optimize terms whenever possible.
QuickBooks loans are convenient — Zip Capital Group is consultative
QuickBooks provides a convenient financing option through its platform. Zip Capital Group takes a more customized approach, pairing each client with a funding advisor who works to identify the financing solution that best fits their business and growth objectives.
One application, one dedicated advisor
Financing solutions matched to the business
Guidance from application through funding
A financing experience built around the business.
Dedicated funding advisor
Every client is paired with a real advisor who learns the business and guides them from application through funding.
Maximize approvals
Zip Capital Group works to identify the financing solution that best fits the business and growth objectives — not just the first available option.
Optimize terms
Advisors advocate for the client to improve terms whenever possible, based on the full picture of the business.
Fast, seamless process
One application and a single point of contact reduce paperwork and back-and-forth for both the accountant and the client.
Beyond QBO loans
QuickBooks offers a convenient option many accountants see first. Zip Capital Group adds a consultative layer for more customized financing solutions.
Built for Ledgersync firms
As Ledgersync evolves, financial data will flow securely into the underwriting workflow — less paperwork, faster approvals.
A stronger value proposition
Competing solely on rate is a losing game. Zip Capital Group's real advantage is expertise: a dedicated advisor who reviews the full situation and works to find the right financing solution.
No claims of “better” rates or loans
Focus on maximizing approvals and optimizing terms
A consultative partner for your clients
Add financing advice without adding work.
When a client needs capital, you can offer more than a single platform option. Introduce them to Zip Capital Group and let a dedicated advisor handle the rest.
You stay in the loop without becoming the lender, and your client gets a consultative experience that looks at the full picture.
A seamless Ledgersync connection is on the roadmap.
As Ledgersync evolves, our goal is to securely transfer financial data directly into Zip Capital Group's underwriting workflow. That means less paperwork, fewer manual uploads, and faster approvals for your clients — all while keeping data safe.
Give your clients a financing review before they sign the first offer.
Connect your clients to Zip Capital Group through Ledgersync and let a dedicated advisor work to identify the financing solution that best fits their business.
Zip Capital Group
855-915-6921