Stop emailing clients about that one mystery charge.
Send a single text from Ledgersync asking your client what a transaction was for. Their reply flows straight back into the dashboard, attached to the transaction.
Every accountant has the same problem at month-end: a handful of transactions that don't fit any category, and a client who never returns email. Clarify Uncategorized Transactions (TXS) solves it with one button.
Select the transactions you can't categorize, click "What is this txs?" and Ledgersync automatically sends the client a text and/or email with a secure link. The client taps the link, picks the category or types a note, and the answer attaches to the transaction in your dashboard. No app to install, no login required, no follow-up email chains.
How Clarify works
Send and resolve clarification requests in three taps.
- Check the boxes next to any transactions that need clarification
- Click "What is this txs?" — Ledgersync texts and/or emails the client using the contact stored in Client Management
- Updated transactions appear highlighted in your dashboard, filterable in one click
Client-friendly, no install required
Your client receives a single link — branded with your firm's email and phone number so they know it's legitimate — and updates the transaction from any device. Their reply attaches to the transaction permanently for audit trail.
Free with every Ledgersync subscription
Clarify is included at no additional cost. Use it as often as you need — there is no per-message or per-client fee.
Text your clients. Get answers.
One-tap text from any transaction
Pick the row, hit send. No app for the client to install.
Replies attach automatically
The client's response lives with the transaction forever — audit-ready.
Batch send
Clarify a dozen transactions in one round of texts.
Ready to automate the data work?
Start your 30-day free trial. Credit card required at sign-up — you won't be charged until the trial ends, and you can cancel anytime.
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