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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The EZ-ledger application can reduce the time spent creating a general ledger from a bank CSV record by as much as 70%. It serves as an efficient and effective solution for processing and generating General Ledgers and Profit & Loss summaries from CSV statements provided by financial institutions. This tool is essential for accountants and businesses alike. Users can easily transform CSV statements into a sophisticated data processing framework. With the ability to effortlessly construct customized General Ledgers and Profit & Loss reports, it simplifies the financial reporting process. Additionally, the application allows for seamless conversion of CSV statements into an Excel-compatible format with minimal setup time required. Users do not need extensive technical skills or coding expertise to navigate the process. The intelligent layout parser is equipped with numerous parsing presets that address the most typical scenarios, enabling quick setup in just minutes while also allowing adjustments to meet specific user and client requirements. The parsing rules are designed to be powerful and flexible, providing a straightforward set of instructions that inform the parsing engine on how to extract, convert, and process the desired data effectively. This versatility makes the EZ-ledger application an invaluable resource for streamlining financial data management.

Description

Discover Financial Services collaborated with Infor Services to successfully implement CloudSuite Corporate within the planned timeline and budget. The company is now utilizing the Accounts Payable, General Ledger, and Cash Management modules to enhance its financial operations. Designed with enterprise-level organizations in mind, CloudSuite Corporate addresses all aspects of financial management, supply chain oversight, human resources, and performance analytics. Its features are tailored for specific roles, driven by data, influenced by consumer habits, and accessible on mobile devices, allowing businesses to evolve alongside their operational needs. Recognizing the complexity of managing multiple integrations and partnerships, Discover Financial Services decided to transition to a cloud-based enterprise resource planning (ERP) solution to optimize its workflows. This strategic move not only aimed to streamline their processes but also sought to lower maintenance expenses and increase overall operational efficiency, setting the stage for future growth. As a result, the company is better positioned to adapt to changing market demands while maintaining a competitive edge.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Nextbitt No 
Pimberly No 
onPhase No 

Integrations

Nextbitt Yes 
Pimberly Yes 
onPhase Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

EZ-Ledger

Founded

2017

Country

United States

Website

www.ez-ledger.com

Vendor Details

Company Name

Infor

Founded

2002

Country

United States

Website

www.infor.com/products/cloudsuite-corporate

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing No 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management Yes 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

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