Keep every client's bank connection healthy — from their phone.
A free, white-labeled mobile app your clients use to add, monitor, and reconnect their bank feeds — a bank-connection manager that keeps your data flowing without an email chain.
The Ledgersync Client Mobile App is the easiest way for your clients to keep their bank connections healthy. It is not a receipt-capture tool — it is a purpose-built app for managing the bank, credit card, and loan connections that feed your Ledgersync dashboard.
Available free on the Apple App Store and Google Play, the app removes the single most common reason data gets stuck: a client who needs to reconnect a bank but isn't in front of a desktop. They get a push notification, tap, re-authenticate, and the sync resumes.
Add bank connections in a few taps
Clients add new checking, savings, credit card, or loan accounts directly from their phone. The same Mastercard Open Banking flow used on desktop — no portal logins to share with you, no screenshots over email.
Fix broken connections instantly
The app automatically detects when a bank feed breaks and sends a real-time push notification to the client. They tap, re-authenticate, and the sync resumes — usually before your team even notices.
- Real-time push notifications when a connection breaks
- One-tap re-authentication
- No more chasing clients by email or phone to fix bank logins
White-labeled for your firm
Customize the app with your firm's logo, avatar, and a personalized welcome message. Your clients see your brand — not ours — every time they open the app.
Available on iOS and Android
Search "Ledgersync" on the Apple App Store or Google Play. Setup takes under two minutes for any client.
A simple way for clients to manage their bank connections.
Manage bank connections
Clients add, monitor, and reconnect bank, card, and loan feeds from their phone.
Instant reconnect alerts
Push notifications the moment a feed breaks — fixed in one tap, no email chase.
White-labeled for your firm
Your firm's logo, name, and welcome message — clients see you, not Ledgersync.
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.
30 days free · credit card required · cancel anytime