Knowledge Base
Ledgersync
Welcome to Ledgersync's Knowledge Base! We are constantly adding new information based on common questions and the new features that are added.
Recent Articles
How to connect Ramp to Ledgersync
In order to connect Ramp's API to Ledgersync please follow the steps below. You need to have admin access to Ramp. Procedure: 1. Log into org Ramp account 2. Under Settings in the main menu, select Developer API 3. Select Start building 4. App Name: ...Wells Fargo Not Showing Bank Statement
Sometimes you may get an error that Wells Fargo is missing a bank statement even though it is connected and there are no bank connection breakages. Why is this so? When your client adds Wells Fargo to Ledgersync there is an option to "Add Bank ...Four Methods To Inviting a Client To Add Banks Via Ledgersync
Asking clients to connect to a new app especially when it comes to banking data can be a bit tricky. As such @ Ledgersync we are coming up with technology and best practices to make it easier for your practice to add clients to Ledgersync. There are ...Best Practices To Fetch Capital One Bank Statements.
Capital One is the largest major bank that does not have any intention of providing access to Capital One Bank Statements. They have an API but they refuse to grant access to their bank statements via their API. To deal with this Ledgersync has ...Ledgersync Compliance Documents
Attached is a list of compliance documents and proof of insurance. Please hover over the document and download. Any questions please let maurice.berdugo@ledgersync.com know.
Feature Request
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