LedgerSync automatically retrieves bank transactions from your clients' financial institutions and imports them directly into your Accounting CS software. Instead of manually downloading statements from dozens or hundreds of bank websites each month, LedgerSync handles this entire process for you—connecting to over 10,000 banks and credit unions and placing transactions exactly where you need them in Accounting CS.
The LedgerSync Accounting CS app connects to the transactions fetched by LedgerSync and imports them directly into Accounting CS. The process works in two ways:
If transactions are not available from a particular bank or institution, LedgerSync provides a backup solution:
This ensures you always have a way to get transaction data into Accounting CS, regardless of whether the bank supports automated connections.
Imagine you have 150 clients, each with an average of 3 bank accounts. That's 450 accounts to process every month. Without LedgerSync, this could take your team 20-30 hours of logging into bank websites, downloading files, and manually entering or importing data. With LedgerSync, transactions flow automatically into Accounting CS, and your team can immediately begin reconciliation work.
During busy season, your staff can immediately begin reconciling accounts instead of spending the first days of each month chasing down statements. This is especially valuable for clients with multiple entities or numerous accounts where data collection becomes a significant bottleneck.
When taking on new clients, you can quickly backfill historical transactions (up to 24 months) without requesting statements from the client or spending hours on bank websites. This dramatically speeds up the onboarding process and helps you start providing value immediately.
For banks that don't support automated connections, the PDF upload feature ensures you can still leverage LedgerSync's transaction extraction technology. Simply upload the PDF, and LedgerSync handles the rest—extracting transactions and feeding them into Accounting CS automatically.
Contact your LedgerSync representative to set up the Accounting CS integration. The setup process typically takes 30-60 minutes and includes:
Once configured, LedgerSync runs automatically in the background, delivering transactions to Accounting CS so your team can focus on actual accounting work instead of data collection.