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What is SaleLedger?

SaleLedger is a specialized software solution crafted for auction houses and estate-sale enterprises, aimed at efficiently managing and reconciling consignor trust accounts. The application streamlines a meticulous three-way reconciliation process that ensures the accuracy of auction settlement exports, QuickBooks payouts, and trust-account bank statements by aligning the adjusted bank balance, trust control balance, and the total of the consignor subledger. It effectively highlights any discrepancies, such as unmatched deposits, payout issues, unexplained transfers, bank fees, and stale funds, enabling users to perform a comprehensive audit. Furthermore, SaleLedger produces in-depth reconciliation reports and maintains a check register that preserves historical data for the relevant period. All data related to consignors and banking transactions is securely processed on the user’s local machine, safeguarding privacy and maintaining security. Users can enjoy a 30-day complimentary trial without incurring any charges, after which the monthly subscription fee is $129. This software not only enhances financial transparency and accuracy in auction transactions but also empowers businesses to streamline their accounting processes significantly. By utilizing SaleLedger, auction houses can focus more on their core operations, knowing their financial management is in capable hands.

What is InnoTrust?

Innovest's flagship solution, InnoTrust, transforms the operational landscape for trust companies, banks, private banks, retirement plan managers, and similar organizations by streamlining their accounting and reporting requirements related to trust assets, wealth management, and retirement accounts. Built with modern web services and API capabilities, our service allows for seamless integration with external software and in-house systems, all while ensuring that users can easily navigate and access customer information. InnoTrust features a comprehensive suite of portfolio management tools, including rebalancing options, trade blotters, trade order management, and detailed performance reporting. Furthermore, we provide complete principal, income, and tax lot accounting services, along with efficient cost basis tracking and an advanced Tax Reporting feature that automatically produces essential documents such as 1099s, 5498s, and tax worksheets. Our platform also comes equipped with functionalities for exception tracking, customizable Q&A sections, and follow-up tickler reminders, all aimed at optimizing user workflows and improving operational efficiency. In summary, InnoTrust not only enhances the management processes of financial institutions but also fosters a greater sense of control and transparency in overseeing trust and retirement accounts. By choosing InnoTrust, organizations position themselves at the forefront of innovative financial solutions.

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Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

$129/month; 30-day free trial
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

On-Site Training

Company Facts

Organization Name

Profitpin LLC

Date Founded

2026

Company Location

United States

Company Website

getsaleledger.com

Company Facts

Organization Name

Innovest Systems

Date Founded

2000

Company Location

United States

Company Website

www.innovestsystems.com/innotrust/

Categories and Features

Trust Accounting

Not specified

Categories and Features

Trust Accounting

Asset Gain & Loss Reporting
Fee Calculation & Posting
Tax Management

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