If you want to take on more clients, then you need better tools that scale the bookkeeping and Client Accounting Services work that you do.
Real-Time Monitoring
Automatically track data issues with real-time monitoring and smart bookkeeping rules. LedgerView creates an audit trail of changes. There are over a dozen built-in data monitors and the ability to create your own. Never miss . . .
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Uncategorized Expenses​
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Missing Classes
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Large Checks
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Duplicate Transactions
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Vendor 1099s
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Potential Fraud Payments
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Vendor Issues
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Customer Issues
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Invoice Product Issues
Client Data Health Score
Know how much work there is to do before you get started. The LedgerView Health Score indicates how messy the books are and how much clean-up work needs to be done. A better score means the accounting is in good shape and has less work to do.
Work Tracking
All the work to clean up your books and make sure they are complete is tracked in LedgerView. It is also integrated into your favorite practice management system such as Karbon or project management app like Asana. When QBO data is updated and cleaned up, LedgerView will automatically keep your work up-to-date.
More Time-Saving, Money-Making Features
Discover how LedgerView can streamline your financial processes with our professional bookkeeping services. From data entry to financial reporting, we've got you covered.
Customizable Dashboards
Use your accounting data to build dashboards against any field and any transaction type.
Amazing Client Collaboration
Eliminate endless emails—communicate with clients directly in the platform for faster resolutions.
Centralized Client Dashboard
View real-time bookkeeping status for all clients in one intuitive, centralized dashboard.
How does it work? It's simple!
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Connect Your Data
Once connected, LedgerView will see and detect new transactions and data that you create in your business.
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Processs + Store
Your data gets processed and stored in our data warehouse where issues can be seen, tracked, and corrected
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Be Notified + Save Time
Get notified in real-time and given help to fix issues. Connect Slack, MS Teams, Asana, or your favorite practice management system.
