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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
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$14 per month
Free Trial
Free Version
Pricing Details
$299/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
HOA
Calendar Management
Committee Management
Document Management
Event Management
Member Communities
Member Directory
Online Payment Processing
Property Database
Website Management
Work Order Management
