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Accounting firms, financial service providers,bookkeepers, and wealth managers.
Accountants and bookkeepers
Fantastic, I love how fast our issues get resolved. Also very professional, they are quick to address any concerns we have and are willing to go above and beyond to make sure we are satisfied.
Does not work for non-mainstream banks. Check image and statement downloading seldom work, interface is buggy, and no long syncs with Dropbox.
The support has been very good when we needed it and they responded quickly. To me that is the most important feature four our side of the use of LedgerSync.
Also please stop the split of the statements and images. It’s hard in sells to get login credentials twice.
So far the connections our clients have set have stayed stable. The ability to have them text a code for the occasional connection break is one our clients really like.
Additional fee being charged to retrieve check images.
The customer support staff is amazing and willing to help.
I've worked closely with the support team for years, but I can no longer afford to dedicate 10+ hours a month to downloading bank statements.
Desired features - detects receipts and note from the client Ease of us - good to use, asks permission Integration - amazing integration.
The only negative is that we have to pay per customer. It makes it difficult to afford using it for multiple clients.
Every step has been a great experience. The demo was helpful, the setup was easy, and we have had great feedback from our clients so far.
Additionally, I've had to manually add a new account to the "Exclude account" list in the client settings, to get it to appear in the drop down menu when classifying transctions.
This is a great product to communicate with clients regarding outstanding transactions.
I am yet to find a feature on Uncat that I dislike.
The greatest benefit to Uncat is that it has saved me time as far as waiting for my clients to respond to my requests during the month end review.
My client is on the go all the time and hates working on her computer.
Prioritize real-user-identified key features according to your needs to find your best fit.
LedgerSync
Uncat
Top FeaturesLedgerSync
Uncat
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