LedgerDocs

LedgerDocs

LedgersOnline
+
+

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About

With multiple ways to upload your financial documents in to LedgerDocs, completing accounting tasks on a timely basis has never been easier. Use LedgerDocs with any accounting software such as QuickBooks, Sage 50, Xero and Kashoo. LedgerDocs is a powerful document management system designed to enhance your bookkeeping and accounting process. Reduce emailing back and forth for your accounting by collaborating more efficiently within LedgerDocs at the source document. Invite members to your company and use notes, tags and sharing features for each uploaded file. Features to help business owners, bookkeepers, and accountants work together on financial documents at any time, from anywhere, to make the accounting process as simple as possible. Upload from within the app or use your smartphone, scanner, email, or Dropbox. Set a schedule to pull statements from banks & credit unions you already use.

About

First, we get to know you and your business so that we can get your company onboarded with Carly. We schedule a meeting to connect Carly to your financial accounts and QuickBooks. Then we introduce you and your staff to Carly. You can now get back to running your business and let Expex and Carly manage your bookkeeping. When there are items you need reviewed, Carly will let you know, so you don’t have to worry about missing any critical accounting tasks. Every month, Expex will deliver clean financial reports so you can review them with your team, CPA, or other advisors. At the end of the year, there’s no cleanup or catch-up work required; you get tax ready financials that can be handed to your CPA so they can get started on your tax return. Expex developed Carly, an automated bookkeeping application that can learn how to process transactions for you, notify you when there are things you need to do, and give you insights into your finances.

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

Companies in need of a document management system designed to enhance their bookkeeping and accounting process

Audience

Companies in search of a bookkeeping solution to improve their record keeping operations

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

$14 per month
Free Version
Free Trial

Pricing

$19.50 per month
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

LedgersOnline
Founded: 2002
Canada
www.ledgerdocs.com

Company Information

expex
Founded: 2015
United States
expexinc.com

Alternatives

Alternatives

LedgerLite

LedgerLite

Responsive Software

Categories

Categories

Document Management Features

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

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Integrations

QuickBooks Online

Integrations

QuickBooks Online
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