Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Become accustomed to creating reports and updating data feeds from Xero and QuickBooks Online. This strategy enables accountants and business owners who appreciate data to continue utilizing their personalized Excel reporting packs. By serving as a seamless conduit for transferring data from a spreadsheet to Xero and QuickBooks with just one click, along with your spreadsheet as a supporting documentβbe it a journal entry, invoice, bill, purchase order, or bank transactionβyou can enhance your workflow. Enhance your spreadsheet's cloud functionality and maintain your established reporting pack without requiring your staff to learn new reporting systemsβafter all, nothing compares to Excel! Experience quicker report generation across all clients, which can lead to reduced costs and opportunities to engage new clients transitioning to cloud solutions. Furthermore, consider investing in a comprehensive reporting pack for your practice or a consolidation model for multiple companies, allowing you to easily refresh and update values using DataDear. This will not only streamline your processes but also improve the overall efficiency of your financial reporting endeavors.
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.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Xero
Yes
QuickBooks Online Advanced
No
SmartVault
No
Integrations
QuickBooks Online
Yes
Xero
Yes
QuickBooks Online Advanced
Yes
SmartVault
Yes
Pricing Details
$35 per month
Free Trial
No
Free Version
No
Pricing Details
$12.47
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
No
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
DataDear
Country
Malta
Website
www.datadear.com
Vendor Details
Company Name
LedgerSync
Country
United States
Website
www.ledgersync.com
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
Yes
General Ledger
No
Government
Yes
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
Yes
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