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Description
There are numerous options available for uploading your financial documents into LedgerDocs, making it easier than ever to stay on top of your accounting tasks. Compatible with various accounting software like QuickBooks, Sage 50, Xero, and Kashoo, LedgerDocs serves as a robust document management system that streamlines your bookkeeping and accounting workflows. By reducing the need for excessive email communication, you can collaborate more efficiently directly within LedgerDocs, ensuring that everyone has access to the source documents. You can invite team members to your company workspace and utilize features such as notes, tags, and sharing for each file you upload. Designed to facilitate teamwork among business owners, bookkeepers, and accountants, it allows for seamless access to financial documents anytime and from any location, thereby simplifying the accounting process significantly. You have the flexibility to upload documents directly through the app or via your smartphone, scanner, email, or Dropbox. Additionally, you can establish a schedule for automatically retrieving statements from the banks and credit unions you already work with, enhancing your financial management further. This comprehensive approach not only saves time but also ensures that all parties involved remain aligned and informed.
Description
Ledgerly combines HOA accounting software with a dedicated team of accountants, all within a single platform. Unlike typical tools that offer either software or bookkeeping services, Ledgerly provides both, ensuring seamless integration and no gaps in financial oversight.
We manage the daily and monthly financial operations for homeowners' associations (HOAs) and condominium associations, including the collection of dues, vendor payment processing, approvals, bank reconciliations, and the generation of essential monthly financial reports that boards rely on for informed decision-making. Our system for tracking condominium association dues consolidates assessments, delinquencies, and payment plans into one comprehensive ledger.
Both boards and community association managers (CAMs) benefit from a user-friendly portal that offers storage for important documents such as budgets, reserve studies, meeting minutes, and financial reports. Homeowners also gain access to clear and transparent financial information about their HOA.
Whether for self-managed communities seeking financial services or management companies desiring a unified platform for all HOA financial processes, Ledgerly enhances operational efficiency. By eliminating confusion and disarray in association accounting, boards are empowered to function more effectively. Additionally, this streamlined approach fosters trust and clarity among all stakeholders involved.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$14 per month
Free Trial
No
Free Version
No
Pricing Details
$299/month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
LedgersOnline
Founded
2002
Country
Canada
Website
www.ledgerdocs.com
Vendor Details
Company Name
Ledgerly
Founded
2024
Country
United States
Website
ledgerly.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
HOA
Calendar Management
No
Committee Management
No
Document Management
No
Event Management
No
Member Communities
No
Member Directory
No
Online Payment Processing
No
Property Database
No
Website Management
No
Work Order Management
No
