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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.

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 

Screenshots View All

Screenshots View All

Integrations

1C:Enterprise Yes 
Gmail Yes 
Mail.ru Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
SmartVault No 
Telegram Yes 
WhatsApp Yes 
Xero No 
Yandex Disk Yes 
Yandex Mail Yes 

Integrations

1C:Enterprise No 
Gmail No 
Mail.ru No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SmartVault Yes 
Telegram No 
WhatsApp No 
Xero Yes 
Yandex Disk No 
Yandex Mail No 

Pricing Details

€5/month
Free Trial Yes 
Free Version No 

Pricing Details

$12.47
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Alfa Solution spol. s.r.o.

Founded

2022

Country

Czech Republic

Website

www.finkoper.com

Vendor Details

Company Name

LedgerSync

Country

United States

Website

www.ledgersync.com

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms No 
Project Management No 
Staff Management Yes 
Time Tracking Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

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 

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