One app for everything between you and your clients.
The Ledgersync Mobile App is built for your clients — add a bank, fix a broken connection, clarify transactions, attach receipts, and text their accountant, all from one secure, easy-to-use app for iOS and Android.
The Ledgersync Mobile App puts everything a client needs in one place. Instead of chasing logins, emailing receipts, and answering questions across a dozen threads, your clients add banks, fix connections, clarify transactions, and message your team — all from their phone.
It's the one place for all your client and accountant communication: secure, encrypted, fully integrated with Mastercard Open Banking and MX, and designed to be effortless for non-accountants. Available free on the Apple App Store and Google Play.
Everything clients need, in one app
Designed for clients to handle the work that usually creates email back-and-forth — without ever leaving the app.
- Add a Ledgersync bank connection
- Fix a broken bank connection
- Clarify bank transactions
- Attach documents and receipts
- Text their accountant and bookkeeper with any question
One place for all your communication
Tasks, clarifications, and messages live together so nothing falls through the cracks. Loop multiple people into a single conversation and keep recurring work moving with a built-in task workflow.
- Loop multiple people into one conversation
- Recurring task workflow
- Every message and task tracked in one history
Secure, integrated, and easy to use
The app is secure and encrypted end to end, with full integration to Mastercard Open Banking and MX. A clean, easy-to-use layout and biometric sign-in make it effortless for clients on iOS and Android.
- Secure and encrypted
- Full Mastercard Open Banking and MX integration
- All history is tracked
- Easy sign-in using phone biometrics
Available on iOS and Android
Search "Ledgersync" on the Apple App Store or Google Play. Setup takes under two minutes for any client.
One place for all your client/accountant communication.
Add & fix bank connections
Clients add a Ledgersync bank or reconnect a broken feed in a few taps — no desktop required.
Clarify transactions
Answer transaction questions and attach documents or receipts right from the app.
Message your team
Text accountants and bookkeepers, and loop multiple people into one conversation.
Recurring task workflow
Keep repeating tasks moving with a built-in workflow — all history tracked.
Secure & encrypted
End-to-end security with full Mastercard Open Banking and MX integration.
Biometric sign-in
Easy, fast sign-in using phone biometrics on iOS and Android.
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