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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 InoLink?
InoLink serves as an integration solution that bridges Intuit QuickBooks Online with Dynamics 365 CRM Online, enabling users to gain a comprehensive understanding of customer interactions by accessing historical data, including aging balances and transaction details. Within Dynamics 365 CRM, users can easily monitor customer transactions and identify their top clients. By facilitating seamless data exchange, InoLink effectively mitigates duplication issues between QuickBooks and Dynamics 365 CRM.
This integration tool enables the synchronization of multiple QuickBooks companies with a single Dynamics 365 CRM instance, ensuring a secure transfer of real-time information between the two platforms.
Key features include:
• Bi-Directional Sync: Enables two-way synchronization of Accounts, Contacts, Products, and Pricing information.
• Transaction Sync: Facilitates the promotion of Quotes, Orders, and Invoices from Dynamics 365 to QuickBooks.
• Accounting History: Allows users to explore transaction history directly within Dynamics CRM.
• Account Balances: Provides insights into customer open balances along with aging information in the CRM.
• Tax Calculation: Assists in calculating taxes for Quotes, Orders, and Invoices within Dynamics 365.
• Reporting: Offers dashboards for viewing Recent Transactions, identifying Top Customers, and tracking Open Invoices.
• Security: Ensures controlled access to accounting data through security roles and field-level security measures.
As a powerful tool for financial management, InoLink streamlines business processes and enhances customer relationship management.
Integrations Supported
QuickBooks Online
QuickBooks Online Advanced
Microsoft Dynamics 365
SmartVault
Xero
Integrations Supported
QuickBooks Online
QuickBooks Online Advanced
Microsoft Dynamics 365
SmartVault
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
$12.47
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Inogic Tech
Date Founded
2006
Company Location
India
Company Website
www.inogic.com
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
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services