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Description
Ledgersync streamlines the integration of your client's bank and credit card transactions directly into your preferred accounting software without any manual effort. It also allows for the collection of Client Sub-Accounts. Rather than competing with platforms like QuickBooks, Xero, and FreshBooks, LedgerSync serves as a valuable add-on that enhances their functionality. A common inquiry from our clients is how we differ from QuickBooks Online. As a CPA, you can leverage both QuickBooks and Ledgersync to access a comprehensive and secure online dashboard that consolidates client transactions. With Ledgersync, you can seamlessly connect to both QuickBooks Desktop and Online versions, as well as various other accounting platforms. The automatic import of your client's financial data to the dashboard not only saves time but also significantly reduces the accounting workload, transforming what typically takes two hours into just thirty minutes. This efficiency allows you to focus more on providing value to your clients rather than getting bogged down in administrative tasks.
Description
Relanco streamlines the process of sending overdue invoice reminders through SMS and email, specifically designed for contractors in Canada. By integrating with QuickBooks Online or FreshBooks, it efficiently syncs invoices, tracks due dates, and delivers reminders that escalate according to a set schedule. Once a payment is confirmed, all reminders are automatically terminated.
✔ Reminders offered in both English and Quebec French, tailored to the client's language preference
✔ Personalized escalation sequences allow for adjustments in timing, communication channels, and messaging for each step
✔ Seamless integration with QuickBooks Online and FreshBooks ensures automatic invoice synchronization
✔ The dashboard keeps track of client responses for easy management
✔ Automatic cancellation of reminders occurs upon payment confirmation
✔ Compliant with Law 25 and CASL/LCAP, ensuring client data is securely encrypted at rest
✔ Options for manual data entry or CSV import are available, eliminating the need for accounting software
Designed specifically for plumbers, electricians, HVAC technicians, and general contractors throughout Canada, Relanco enhances financial communication and efficiency. This innovative tool not only saves time but also helps contractors maintain healthy cash flow through effective reminder management.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
QuickBooks Online
FreshBooks
QuickBooks Online Advanced
SmartVault
Xero
Integrations
QuickBooks Online
FreshBooks
QuickBooks Online Advanced
SmartVault
Xero
Pricing Details
$12.47
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
LedgerSync
Country
United States
Website
www.ledgersync.com
Vendor Details
Company Name
Relanco
Founded
2026
Country
Canada
Website
relanco.ca
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
