Skip to main content

Ledgersync Client Mobile App

Simple and User Friendly App For Clients To Add & Fix Banks

The Ledgersync Client Mobile App is designed to provide your clients with an easy and efficient way to connect, monitor, and manage their Ledgersync Bank Connections. Adding new banks or fixing broken banks is a breeze with the mobile app. 

Schedule A Call

Key Features of the Ledgersync Client Mobile App

✅ Effortless Bank Integration

Clients can easily add bank accounts to share statements and check images with their accountant or bookkeeper—no desktop access required.

✅ Identify and Fix Broken Connections

The app automatically detects any broken or disconnected bank feeds, allowing clients to quickly fix them with a few taps—keeping data synced and accurate at all times.

✅ Firm-Branded (White Labeled) Experience

The app can be fully customized with your firm’s branding, including:

  • Firm logo or avatar

  • Personalized welcome message for your clients
    This creates a professional, branded experience that enhances your firm's identity.

✅ Instant App Notifications

Clients receive real-time push notifications when a bank connection breaks, prompting them to take immediate action—no delays in data access.

✅ Seamless and Intuitive Interface

Designed for all levels of tech comfort, the app’s clean and simple interface ensures that your clients can use it confidently without needing technical assistance.

✅ Available on Apple App Store

Your clients can download the app directly from the Apple App Store. Just search for “Ledgersync” to get started.

How to Personalize the Mobile App for Your Firm

  • Tap on the dropdown menu in the top-right corner where your name is displayed.
  • Select Settings.
  • Navigate to the Mobile App tab.
  • Upload your firm logo, choose a custom avatar, and enter a personalized message to display within the app.





This branding helps reinforce your identity and builds trust and professionalism with your clients.
Quick Explainer Video

Download the Ledgersync Client Mobile App today & provide your clients with a faster, smarter way to manage bank statements and connections—right from their phone.

Schedule A Call