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Ratings and Reviews 0 Ratings
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What is Ledgersync?
Ledgersync simplifies the process of integrating your clients' bank and credit card transactions into your chosen accounting software without requiring manual input. Additionally, it facilitates the management of Client Sub-Accounts effectively. Instead of positioning itself against software like QuickBooks, Xero, and FreshBooks, LedgerSync acts as a beneficial extension that enhances their capabilities. Clients often ask how we distinguish ourselves from QuickBooks Online. As a CPA, you can utilize both QuickBooks and Ledgersync to create a robust and secure online platform that brings together client transactions. Ledgersync enables straightforward connections to both QuickBooks Desktop and Online, as well as other accounting solutions. The automatic transfer of your client's financial information to the dashboard not only conserves time but also significantly lightens the accounting workload, reducing a task that usually takes two hours to a mere thirty minutes. This newfound efficiency empowers you to devote more time to delivering value to your clients instead of being overwhelmed by administrative duties. By integrating Ledgersync into your workflow, you can enhance client satisfaction and improve overall service quality.
What is Cone?
Engage your clients while minimizing the time allocated to administrative duties, thus removing the necessity for manual invoicing and constant payment follow-ups. Cone’s intuitive proposal software represents the perfect combination of ease of use and practical features specifically designed for accountants. You can easily distribute well-crafted proposals and collect payment details beforehand with minimal effort. Once a proposal is approved, projects can kick off automatically, alleviating the need for manual handling. Enjoy a smooth transition into project commencement upon acceptance, gaining valuable insights into your team’s responsibilities, timelines, and overall progress to streamline workflows. Enhance your operational efficiency and achieve greater productivity levels. The client portal allows you to share documents, obtain electronic signatures, and request files effortlessly, negating the need for repeated client follow-ups. You can also create invoices straight from proposals or active projects, accommodating various payment methods including ACH or credit/debit cards. Acknowledging the crucial role of data security in your business's success, we have implemented stringent measures to protect your information effectively. This software enables you to concentrate on what truly matters: expanding your business and better serving your clients, while also offering tools that help you analyze project performance for continuous improvement.
Integrations Supported
Xero
Axis LMS
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Zoho Books
Integrations Supported
Xero
Axis LMS
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Zoho Books
API Availability
Has API
API Availability
Has API
Pricing Information
$12.47
Free Trial Offered?
Free Version
Pricing Information
$8.51 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
LedgerSync
Company Location
United States
Company Website
www.ledgersync.com
Company Facts
Organization Name
Cone
Date Founded
2022
Company Location
United States
Company Website
www.getcone.io
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management