LedgerSync is a software provider focused on streamlining accountancy for accountants and bookkeepers. The platform eliminates the need to chase down clients for recent financial documents by offering a secure, real-time connection to clients' bank and credit card accounts. With a simple five-minute setup per client, LedgerSync provides access to past, current, and future financial data, enhancing efficiency and security in financial management.
Key partners include integrations with major accounting software like QuickBooks, Xero, and ZohoBooks, as well as storage solutions such as Box.com, Dropbox, Google Drive, OneDrive, and SharePoint. LedgerSync's investment philosophy centers around enhancing the productivity and security of financial professionals through innovative technology solutions. The firm also offers unique value-add services such as a Global Rules Engine and various integrations to streamline workflows for its users.
LedgerSync - Classification
Also Known As
Ledgersync LLC
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 3 more industry codes
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
6282Investment Advice
LedgerSync
Operating Status: Operating
LedgerSync: Streamlining accountancy with secure, real-time access to clients' financial data.
