Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ledgersync streamlines the integration of your client's bank and credit card transactions directly into your preferred accounting software without any manual effort. It also allows for the collection of Client Sub-Accounts. Rather than competing with platforms like QuickBooks, Xero, and FreshBooks, LedgerSync serves as a valuable add-on that enhances their functionality. A common inquiry from our clients is how we differ from QuickBooks Online. As a CPA, you can leverage both QuickBooks and Ledgersync to access a comprehensive and secure online dashboard that consolidates client transactions. With Ledgersync, you can seamlessly connect to both QuickBooks Desktop and Online versions, as well as various other accounting platforms. The automatic import of your client's financial data to the dashboard not only saves time but also significantly reduces the accounting workload, transforming what typically takes two hours into just thirty minutes. This efficiency allows you to focus more on providing value to your clients rather than getting bogged down in administrative tasks.
Description
The fundamental operation of PFM involves establishing your own business network to gather data from connected devices, allowing for centralized management and oversight through a single account interface. After logging into your PFM Cloud account, you can set up customer accounts, which may include service providers and their associated subaccounts. Client accounts are those that host the rented devices, enabling efficient organization. PFM Cloud interacts with an application known as PFM Agent, which should be installed within the network housing the devices; this application is responsible for transferring the gathered data back to your cloud account. Furthermore, PFM Agent ensures the security of the information by transmitting it through a completely secure and encrypted connection. Additionally, for each customer account, you can conduct multiple installations, necessitating the configuration of a PFM Agent for every client account added to your business network, thereby facilitating the aggregation of all distinct network locations. This interconnected system not only streamlines data management but also enhances operational efficiency across various customer accounts.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
SmartVault
Yes
Xero
Yes
Integrations
QuickBooks Online
No
QuickBooks Online Advanced
No
SmartVault
No
Xero
No
Pricing Details
$12.47
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
LedgerSync
Country
United States
Website
www.ledgersync.com
Vendor Details
Company Name
PFM Cloud
Website
www.pfmcloud.com
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No