Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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 

Screenshots View All

Screenshots View All

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 

Product Features

Alternatives

Alternatives

ProperSoft Reviews

ProperSoft

ProperSoft Inc.
BitCloudPhone Reviews

BitCloudPhone

BitBrowser
e-automate Reviews

e-automate

ECI Software Solutions