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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.
Description
Our Mission - To assist small businesses in attaining financial independence through well-defined objectives.
Purpose
SME Clutch is dedicated to equipping small business proprietors with essential financial knowledge and an uncomplicated framework for establishing, monitoring, and being responsible for their financial objectives, ultimately leading to success and economic liberty.
The Problem
A staggering 60% of sole traders, self-employed individuals, or small business owners lack financial literacy, face time constraints, and struggle to seek help.
Our Solution
1. Facilitate the process of setting goals, developing habits, monitoring performance, and fostering accountability.
2. Present intricate financial information in a simplified manner using our innovative tile and grid layout.
3. Ensure seamless sharing of goals and outcomes with accountants and advisors.
4. Incorporate integration capabilities with popular accounting software platforms like QuickBooks and Xero.
5. Provide support through a structured, easily digestible course on financial fundamentals, along with in-app assistance.
6. Offer an affordable solution priced at just £10 GBP.
7. By addressing these challenges, we aim to foster a community of financially empowered small business owners who can thrive in today's competitive landscape.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
No
Xero
No
Pricing Details
$14 per month
Free Trial
No
Free Version
No
Pricing Details
£10GBP/month
Free Trial
Yes
Free Version
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
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
LedgersOnline
Founded
2002
Country
Canada
Website
www.ledgerdocs.com
Vendor Details
Company Name
Store Performance Limited
Founded
2018
Website
www.smeclutch.com/sme-clutch
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
Product Features
Financial Management
Budgeting & Forecasting
No
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
No
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No
