Ledgersync Global Rules For Your Firm
One Set Of Categorization Rules For All Clients
A brief regarding Global Rules Engine and why it should be adopted by your firm.
Top 10 Benefits:
🛠️
One Rule, All Clients – Create a rule once and watch it instantly apply to every client you manage. No more repetitive setup—your entire client base stays consistent and compliant without extra effort.
📈
Scalable Work – The time you invest in setting up smart processes for one client multiplies across your portfolio, letting every client benefit from a single setup.
🛡️
Team-Proof – Staff turnover? No problem. Your rules stay intact, so workflows remain uninterrupted and client service never skips a beat.
🚀
Auto-Ready for New Clients – Onboarding becomes effortless—your proven rules are already in place and ready to go as soon as a new client is added.
🎯
Custom Rules Too – Standardized automation doesn’t mean one-size-fits-all. Tailor rules to meet the unique needs of specific clients with ease.
✅
Fewer Errors – By automating categorization and processes, you drastically reduce the risk of misclassifications and data entry mistakes.
🖥️
One Dashboard – Manage all clients without hopping in and out of QuickBooks Online. Everything is streamlined into a single, easy-to-navigate view.
🔄
Cross-Platform Coming – Soon, your automation will go beyond QBO—support for Xero, Zoho, and more is on the way.
📦
All-in-One App – Checks, bank statements, transactions—all unified in one application so you don’t need multiple tools.
🤝
Built for You – Have a workflow idea? Need more automation? We’ll adapt and build features based on your needs.
