Understanding Ledgersync Pricing - Complete Guide

Understanding Ledgersync Pricing - Complete Guide

Overview

Ledgersync offers transparent, volume-based pricing designed specifically for accounting firms, bookkeepers, and tax professionals managing multiple clients. Our all-in-one bundled pricing includes statements, transactions, check images, and automation—with no hidden fees for adding banks or connections.


Free Trial

Start with a 30-Day Free Trial

  • Full access to all Ledgersync features
  • No credit card required to begin
  • Test the platform with your clients risk-free
  • Experience the time savings firsthand

Ready to get started? Visit https://www.ledgersync.com to sign up today.


Bundled Pricing Model

Ledgersync uses per-client pricing that decreases as your firm grows. Every plan includes:

  • Automated bank statement fetching
  • Daily transaction syncing
  • QuickBooks Online & Desktop integration
  • Check image fetching (pooled allowances included FREE)
  • OCR bank statement conversion (PDF to Excel/QBO)
  • Rules Engine automation (global and client-specific rules)
  • Cloud storage integrations (SmartVault, Google Drive, Dropbox, SharePoint, etc.)
  • Unlimited bank connections per client (no additional fees)
  • CSV and audit-ready exports
  • AI-assisted workflow insights

Pricing Tiers

Your per-client rate automatically adjusts based on your total number of active clients. The more clients you have, the lower your per-client cost.

Client TierPrice per ClientIncluded Pooled Checks (per 30-day cycle)
1–20 clients$19.80300 checks
21–100 clients$16.351,190 checks
101–200 clients$14.351,980 checks
201–300 clients$13.352,700 checks
301–400 clients$12.653,420 checks
401–500 clients$11.904,050 checks
501–700 clients$10.904,950 checks
701+ clients$10.406,300 checks

Pricing Examples

  • 10 clients: $19.80 × 10 = $198.00/month (includes 300 pooled checks)
  • 50 clients: $16.35 × 50 = $817.50/month (includes 1,190 pooled checks)
  • 150 clients: $14.35 × 150 = $2,152.50/month (includes 1,980 pooled checks)
  • 500 clients: $11.90 × 500 = $5,950/month (includes 4,050 pooled checks)
  • 1,000 clients: $10.40 × 1,000 = $10,400/month (includes 6,300 checks)

Understanding Check Image Allowances

What's Included:

  • Each pricing tier includes a pooled check allowance per 30-day billing cycle
  • Check counts are pooled across all your clients—use them flexibly as needed
  • Allowances reset every 30 days and do not roll over to the next cycle

Check Overage Pricing:

  • If you exceed your included check allowance: $2.00 per additional check
  • Overage charges only apply to checks beyond your tier's included allowance
  • Most firms stay well within their included limits

Example:

If you have 50 clients (1,190 included checks/month) and fetch 1,500 checks total that month:

  • First 1,190 checks: Included FREE
  • Additional 310 checks: 310 × $2.00 = $620.00 overage charge

Historical Statements (Optional Add-On)

Price: $50 per account (one-time charge)

What You Get:

  • Request up to 2 years of historical statements per bank account
  • Standard connections pull up to 90 days of available data automatically
  • Historical statements can be requested on an account-by-account basis

Important Notes:

  • Ledgersync can only fetch statements available through the bank's online portal
  • Please verify availability with your bank before requesting
  • This is a one-time fetch per account (not a recurring charge)

Common Use Cases:

  • Onboarding existing clients who need past transaction history
  • Tax preparation requiring historical data
  • Audit requirements for previous fiscal years
  • Catch-up bookkeeping projects

Key Advantages of This Pricing

1. No Minimums

Start with as few clients as you need—even just one. Scale up at your own pace.

2. Volume Discounts

Your per-client rate decreases automatically as you add more clients.

3. Predictable Costs

Know exactly what you'll pay each month based on your active client count.

4. No Hidden Fees

  • No charge for adding banks to client accounts
  • No limit on bank connections per client
  • No setup fees
  • Check images included (generous pooled allowances)

5. All-Inclusive Features

Every plan includes all major features—statements, transactions, check images, Rules Engine, QuickBooks integration, cloud storage sync, and more.

6. Flexible Billing

Your billing adjusts automatically based on your active client count each 30-day cycle.


Time Savings & ROI

Typical Time Savings:

  • Rules Engine: Automates 70-80% of transaction categorization
  • Automated Fetching: No manual bank statement downloads
  • Check Images: Automated retrieval eliminates manual requests
  • Client Communication: Automated texts/emails for bank connections
  • Bulk Operations: Process multiple clients simultaneously

Reported ROI:

  • Firms report saving 10-20+ hours per bookkeeper per month
  • Reduced client communication time
  • Fewer errors from manual data entry
  • Faster turnaround times improve client satisfaction

Who Benefits Most

Ideal For:

  • Accounting firms managing multiple clients
  • Bookkeeping services
  • Tax preparation firms
  • Outsourced accounting departments
  • Solo practitioners with small business clients

Sweet Spot:

  • Firms with 20-500 clients see exceptional value
  • High transaction volume businesses benefit from Rules Engine automation
  • Firms needing check images save significant time vs. manual retrieval

Getting Started

Step 1: Sign Up for Free Trial
Visit https://www.ledgersync.com and start your 30-day free trial (no credit card required)

Step 2: Onboard Your First Clients
Our team will help you set up your first clients and get connected to their banks

Step 3: Add Clients as You Grow
No minimum required—add clients at your own pace. Your pricing automatically adjusts to lower rates as you scale.

Step 4: Experience the Time Savings
Let automation handle the repetitive work while you focus on higher-value services


Frequently Asked Questions

Q: Is there a minimum number of clients required?
A: No. You can start with just one client. There are no minimum requirements.

Q: Do I pay extra for each bank connection?
A: No. Each client can have unlimited bank connections at no additional charge.

Q: Are check images included or extra?
A: Check images are included FREE with generous pooled allowances in every plan. You only pay $2/check if you exceed your tier's included allowance (most firms stay within limits).

Q: What happens if I exceed my check image allowance?
A: Additional checks are billed at $2.00 each. You'll only be charged for checks beyond your included allowance for that billing cycle.

Q: How does billing work if my client count changes?
A: Your billing adjusts automatically based on your active client count each 30-day billing cycle. If you have 500 clients one month and 450 the next, your rate adjusts accordingly.

Q: Are there setup fees?
A: No setup fees. You get a 30-day free trial to test everything, and our team helps with onboarding.

Q: Is training included?
A: Yes. Our team helps you onboard your first clients, and support is available for all users throughout your subscription.

Q: What's included in the free trial?
A: Everything. The 30-day free trial gives you full access to all features with no limitations.

Q: Can I schedule a demo before signing up?
A: Absolutely! Visit https://calendly.com/ledgersyncdemo to schedule a personalized demo with our team.


Need Help or Have Questions?

Contact Us:


  • Article 1: How To Sign Up To Ledgersync
  • Article 15: Benefits Of The Ledgersync Rules Engine
  • Article 29: Ledgersync Advantages Over QBO
  • Article 40: Describe Ledgersync's Security
  • Article 75: How to Check if Your Bank is Supported in LedgerSync

Summary

Ledgersync offers transparent, volume-based pricing starting at $10.40-$19.80 per client per month (depending on your client count). Every plan includes complete bank statement aggregation, transaction sync, check images (with pooled allowances), Rules Engine automation, QuickBooks integration, and cloud storage sync—with no additional fees for adding banks or connections. Start with a 30-day free trial and scale at your own pace with no minimums required.


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