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Ledgersync Pricing

Try Ledgersync free for 30 days!  

Get started today with a 30 day free trial period and see how much time you could be saving every month!

 

Need help getting started? Reach out to our team and we will be happy to help you onboard your first clients!

Standard Connections

*provided by the Mastercard API

per client*

$20

  • Connect up to 7 financial institutions per client. (Checking, Savings, Credit Card, Loan Accounts) 

  • Access ALL your accounts available under each financial login.

  • Automatically fetch transactions across all accounts on a daily basis.

  • Download Transactions (.QBO, .OFX, .CSV, .PDF )

  • Automatically fetch new statements every month* when available online.

  • Statement Reconciliation Tool

  • MTD Transaction Reporting for soft closes.

  • Invite your employees to Ledgersync and manage their access.

  • Cloud Storage Sync allows you to connect to multiple platforms.

  • Ledgersync Statement Converter Tool

* Minimum monthly fee of $100.00 includes your first five clients.

Check & Deposit Images

*provided by the Ledgersync API

$6

Starting at
/per client

Using Ledgersync's custom fetching technology we collect and display all images on a single scrolling page. Easily review images without the need to click in and out of individual checks or deposits. Download all images as PDF file and add them as part of your year end financial packet.

Note: Not all financial institutions support the collection of check and deposit images.

*Price increase per month based on total number of images downloaded each month. Maximum monthly charger per client for images is $200.00

Historical Statements

Request up to two years of Statements

$65

/per account

When initially connecting to Ledgersync, we will pull up to 90 days of AVAILABLE information.  If you need additional historical statements, they can be requested and fetched on an account by account basis. Ledgersync can fetch up to two years of historical statements as long as they are available through the financial institutions online portals.

Note: Ledgersync can fetch up to two years of historical statements as long as they are available through the financial institutions online portals. Any information not available online cannot be fetched. Please check availability before requesting the historical fetch as refunds are not permitted due to missing statements.

Want to Learn More About Ledgersync?

Get In Touch

+1 (877) 415-3152

202 Bicknell Ave Santa Monica

CA, 90405

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