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
ProperConvert converts transaction file to be compatible with accounting software.
The ProperConvert app can convert the following formats to bank and credit card transactions:
- CSV/XLS/XLSX/TXT (copy/paste any spreadsheet from an online or desktop software)
PDF (downloaded from an online bank, image-based and protected, scanned
- QFX/OFX/QBO
- QIF/QMTF
- MT940/STA
The app converts to the file formats compatible for your accounting, personal finance, or spreadsheet software.
- QuickBooks Desktop (all Versions), convert to QBO and IIF format
- Quicken (convert QFX, QIF or CSV Mint).
- Xero (convert TO OFX, CSV).
- Sage (converts to OFX).
Wave Accounting (converts to OFX).
- FreeAgent (convert TO OFX)
- Banktivity (convert into QIF)
- Kashoo (convert TO OFX)
- ZARMoney (converts to OFX).
- Excel (convert CSV, Excel to clipboard)
- and many other users who import standard financial file formats such as QBO, QFXX, IIF, CSV or MT940
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
$19.99/month
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
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)
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
ProperSoft
Founded
2015
Country
Canada
Website
www.propersoft.net
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
File Converters
Archive Converter
No
Audio Converter
No
Batch Conversions
No
Document Converter
No
Email Converter
No
Image Converter
No
Other File Type Conversions
Yes
PDF Converter
Yes
Video Converter
No