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.
Invite members to share documents with notes and tags for additional context.
LedgerDocs integrates with a number of business applications so you can effortlessly sync and streamline your bookkeeping and accounting process by using your favourite add-ons.
LedgerDocs has been a great tool for me to use with my clients. It provides a secure way of transferring key files between myself and my clients.
It is so easy to take a picture of my receipts and upload it directly to my bookkeeper. The best thing is that once I upload it, I really don’t need to deal with the document anymore.