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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
ProperConvert converts transaction file to be compatible with accounting software.
The ProperConvert app can convert the following formats to bank and credit card transactions:
- CSV/XLS/XLSX/TXT (copy/paste any spreadsheet from an online or desktop software)
PDF (downloaded from an online bank, image-based and protected, scanned
- QFX/OFX/QBO
- QIF/QMTF
- MT940/STA
The app converts to the file formats compatible for your accounting, personal finance, or spreadsheet software.
- QuickBooks Desktop (all Versions), convert to QBO and IIF format
- Quicken (convert QFX, QIF or CSV Mint).
- Xero (convert TO OFX, CSV).
- Sage (converts to OFX).
Wave Accounting (converts to OFX).
- FreeAgent (convert TO OFX)
- Banktivity (convert into QIF)
- Kashoo (convert TO OFX)
- ZARMoney (converts to OFX).
- Excel (convert CSV, Excel to clipboard)
- and many other users who import standard financial file formats such as QBO, QFXX, IIF, CSV or MT940
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$14 per month
Free Trial
Free Version
Pricing Details
$19.99/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
ProperSoft
Founded
2015
Country
Canada
Website
www.propersoft.net
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
File Converters
Archive Converter
Audio Converter
Batch Conversions
Document Converter
Email Converter
Image Converter
Other File Type Conversions
PDF Converter
Video Converter
