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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Ledger reintroduces ease to software by creating a cohesive environment where your team can collaborate effortlessly in a spacious and intuitive workspace, ensuring that everyone remains aligned and productive. Relying on multiple applications to handle conversations in one area and tasks in another can be counterproductive. With Ledger, you can tap into your productivity potential, empowering your team to tackle projects and collaborate more effectively with its user-friendly drag-and-drop interface. Each stream features a specific tab dedicated to tasks, providing clear visibility into deadlines, completed assignments, and individuals who may require a gentle reminder. Additionally, you can assign tasks to external guests without incurring any costs, making collaboration even more seamless. This way, when there’s a need to modify a meeting schedule, distribute a new conference link, or provide additional comments or files, the process becomes streamlined rather than a repetitive cycle of communication. It’s a refreshing approach to team management that fosters efficiency and clarity.

Description

There are numerous options available for uploading your financial documents into LedgerDocs, making it easier than ever to stay on top of your accounting tasks. Compatible with various accounting software like QuickBooks, Sage 50, Xero, and Kashoo, LedgerDocs serves as a robust document management system that streamlines your bookkeeping and accounting workflows. By reducing the need for excessive email communication, you can collaborate more efficiently directly within LedgerDocs, ensuring that everyone has access to the source documents. You can invite team members to your company workspace and utilize features such as notes, tags, and sharing for each file you upload. Designed to facilitate teamwork among business owners, bookkeepers, and accountants, it allows for seamless access to financial documents anytime and from any location, thereby simplifying the accounting process significantly. You have the flexibility to upload documents directly through the app or via your smartphone, scanner, email, or Dropbox. Additionally, you can establish a schedule for automatically retrieving statements from the banks and credit unions you already work with, enhancing your financial management further. This comprehensive approach not only saves time but also ensures that all parties involved remain aligned and informed.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Calendly Yes 
Dropbox Yes 
Google Drive Yes 
Notion Yes 
Slack Yes 
Zoom Yes 

Integrations

Calendly No 
Dropbox No 
Google Drive No 
Notion No 
Slack No 
Zoom No 

Pricing Details

$7/month (paid annually)
Free Trial Yes 
Free Version No 

Pricing Details

$14 per month
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ledger

Founded

2022

Country

United States

Website

www.ledgerteams.com

Vendor Details

Company Name

LedgersOnline

Founded

2002

Country

Canada

Website

www.ledgerdocs.com

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Alternatives

Alternatives

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LedgerDocs

LedgersOnline
LedgerPlus Reviews

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