Keeper

Keeper

Keeper.app
Ledgersync

Ledgersync

LedgerSync
+
+

Related Products

  • Xero
    5,176 Ratings
    Visit Website
  • Canopy
    720 Ratings
    Visit Website
  • SAP S/4HANA Cloud Public Edition
    3,122 Ratings
    Visit Website
  • Melio
    2,175 Ratings
    Visit Website
  • FreshBooks
    5,466 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • Invoice Home
    5,679 Ratings
    Visit Website
  • Fixed Asset Pro
    173 Ratings
    Visit Website
  • RunMyJobs by Redwood
    243 Ratings
    Visit Website
  • onPhase
    206 Ratings
    Visit Website

About

Communicate with clients, catch coding errors, track KPIs, and manage your work. Give your clients one place to answer uncategorized transactions, send bank statements, and access their financials. Set up automated emails so you never need to send another reminder. Catch misclassified transactions and correct them directly from Keeper. Track KPIs and build customized financial packages for your clients. Keeper provides a Client List that is typically the first page you will see when you log into Keeper. This list shows you all of your clients and your progress on each of their closes. You can also see high-level stats on your open Client Questions, and whether any of them have been answered. You can add Client Properties to your Client List to give you more information about your clients. For example, you can have a checkbox property for VIP so you can filter to show only your VIP clients.

About

Ledgersync will consolidate you client’s bank and credit card transactions into the accounting software of your choice automatically. Client Sub-Accounts can also be gathered. LedgerSync is a complementary service to Quickbooks, Xero, Freshbooks, etc not a competitive product. Many of our customers first questions is; what makes you different then QuickBooks online? As a CPA QuickBooks and Ledgersync work together to provide a secure all in one online dashboard for your client transactions. With Ledgersync you’re able to connect with QuickBooks Desktop and Online versions as well many other accounting solutions. Your client’s transactions and financial data is automatically imported to your dashboard, our complementary software will turn 2 hours of accounting into 30 minutes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Bookkeping businesses looking for a powerful Accounting solution to to manage their month-end close

Audience

Companies searching for a complete Accounting Practice Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$8 per month per month
Free Version
Free Trial

Pricing

$12.47
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Keeper.app
Founded: 2020
United States
www.keeper.app/

Company Information

LedgerSync
United States
www.ledgersync.com

Alternatives

Alternatives

DT Practice

DT Practice

Thomson Reuters

Categories

Categories

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Integrations

Devolutions Remote Desktop Manager
Fleet
Indent
Nango
Nekton.ai
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero

Integrations

Devolutions Remote Desktop Manager
Fleet
Indent
Nango
Nekton.ai
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero
Claim Keeper and update features and information
Claim Keeper and update features and information
Claim Ledgersync and update features and information
Claim Ledgersync and update features and information