Titles mean nothing till we meet but I want to work with accountants and their apps!
Ledgersync
Ledgersync is a bank feed software that automatically aggregates financial data from over 10,000 financial institutions into a unified dashboard for accountants. This solution eliminates the need for manual data collection, providing instant access to transactions, statements, and check images, thereby streamlining the reconciliation process.
- Enterprise Software
- Financial Technology
- Software Only
Updated 23 months ago
Funding
Raised to date
$150KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Product
Problem
Accountants and bookkeepers spend significant time manually collecting financial data from various sources, leading to inefficiencies and delays in reconciliation processes. This manual data aggregation is prone to errors and makes it difficult to maintain up-to-date financial records.
Solution
Ledgersync is a bank feed automation platform that retrieves transaction data, statements, and check images from over 10,000 financial institutions, consolidating them into a unified dashboard. The platform eliminates manual data entry by automatically fetching financial information daily. Ledgersync's global rules engine streamlines the accounting process by automating bookkeeping tasks across multiple clients and platforms. Users can download transactions in various formats, including QBO, OFX, CSV, and PDF, for compatibility with different accounting software.
Target Audience
Ledgersync primarily targets accountants, bookkeepers, and accounting firms seeking to automate financial data collection and streamline reconciliation processes.
Features
- Automated transaction fetching from over 10,000 financial institutions via Mastercard API
- Automatic statement retrieval as soon as they become available online
- Check and deposit image fetching, displayed on a single scrolling page for easy review
- Global Rules Engine for automating bookkeeping tasks across multiple clients
- Support for multiple export file types: QBO, OFX, CSV, and PDF
- Running balance display for quick verification of account status
- Cloud storage synchronization for integration with various platforms
- Statement reconciliation tool and MTD transaction reporting