# LedgerSync Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is LedgerSync the right Accounting Practice Management solution for you? Explore 18 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/188077/LedgerSync/reviews --- LedgerSync 4.3 (18) [View alternatives](https://www.capterra.com/p/188077/LedgerSync/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 7th, 2025 # Reviews of LedgerSync Ease of use 4.4 Customer Service 4.4 ## Showing most helpful reviews Showing 1-18 of 18 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Matthew F. Managing Partner Accounting Used the software for: 2+ years ### "An Accountants Solution to Data Collection" August 25, 2021 5.0 I have been using Ledgersync since 2014 and have appreciated the relationship I have developed with their support and development teams. This application made such a difference for our firm, that we created numerous videos to share with the members of QB Community Live Facebook group (2200+ bookkeepers, accountants, & tax professionals) hoping that it will save them time every month too! Pros Ledgersync provided our team a time saving solution for financial data collection. The ability to see all check images on a single scrolling page was so powerful while doing data entry with two screens. The customer support staff is amazing and willing to help. Cons My biggest complaint, is not actually their fault. For the past 4+ years most financial institutions (bank and credit card companies) have been trying to slow down the front door access to their transactional information by making it very difficult for apps to login in through the standard username and password. Ledgersync has been directly impacted by these efforts especially by institutions like Chase, Wells Fargo and Capital One. Every change they make requires more software development to keep it running. I wish this was a set it once and forget it type of app, but none of them are. Reason for choosing LedgerSync Actually I found that Vendorsync would be a great complimentary application to Ledgersync for QuickBooks Desktop and Enterprise users. Switched from [Hubdoc](https://www.capterra.com/p/165724/Hubdoc/) While looking at alternatives like Hubdoc and FileThis, I found Ledgersync's user interface to be easier to work with for my employees and my clients. Previously Hubdoc was a well known competitor until Xero acquired the company. Since then, their focus on fetching bank data has diminished dramatically. Over the past year, FileThis has shut down their operations and is no longer an available option. When they closed down, their exit message referred people over to Ledgersync! Review Source AB Alex B. Admin Assistant Accounting Used the software for: 6-12 months ### "LedgerSync is great!!" October 5, 2021 5.0 Pros \[SENSITIVE CONTENT\] is awesome! Answers all questions promptly too! I love the option to text my client to reconnect bank accounts. Cons You need to set a reminder to retrieve the monthly statements or else you may miss a statement and need to contact the support. Although, there support is quick and easy so it's not a problem. Alternatives considered [Hubdoc](https://www.capterra.com/p/165724/Hubdoc/) Reason for choosing LedgerSync Way easier to navigate and \[SENSITIVE CONTENT\] was great. Review Source MC Matt C. Partner Accounting Used the software for: 2+ years ### "GREAT idea. Sub-par execution. " February 19, 2020 2.0 \-Management means well, but either does not have the resources or the interest to provide a stable product with effective support. -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. Pros \-When the software works, statements and transactions download as advertised. However, those days are few and far between. -Version 1 was buggy, but ultimately did what I needed to run my company. Cons \-It's a tool that is supposed to save me time and money -- but has cost me hundreds of dollars in staff time and headache. -"Version 2" was supposed to be amazing and stable, but it costs 5x more and does 10x less. -I currently have a handful of tickets that have been open for months, with the resolution for some of them as "sorry, that bank just doesn't work any more" -Support takes weeks to say "try again" and then goes radio silent for another week. -Does not work for non-mainstream banks. -Check image and statement downloading seldom work, interface is buggy, and no long syncs with Dropbox. Review Source PB Penny B. CEO Accounting Used the software for: 1-2 years ### "LedgerSync for obtaingn client documents without asking the client" August 26, 2021 5.0 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. Pros 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. Cons Need more than just banks a credit cards, merchant service statements and payroll. No doubt theya re working on it. Reason for choosing LedgerSync Right now the only one with the most bank connections for statements Review Source Jordan M. Owner Accounting Used the software for: 2+ years ### "So helpful!" May 17, 2021 5.0 Pros It has unique features that other bank fetching softwares don't, because it brings in the bank statements, which is huge for my firm. They also support a ton of banks. Cons Check images aren't available for many banks. But I know they are working on this feature. Review Source PP Perry P. Owner Accounting Used the software for: 2+ years ### "Makes gathering statements a breeze" May 18, 2021 5.0 Overall LedgerSync has been an integral part of our business and we love what it does for us. Pros We rely heavily on LedgerSync to help us gather all the necessary bank statements and transactions we need to do our job. Without LedgerSync it would be an almost impossible job to chase everything down. Highly recommended. Cons I think the biggest downside with the software something out of LedgerSyncs control, which is dealing with the constantly changing Bank security issues and feeds. That's always a bummer but it's better than the alternative of trying to get a client to send 60 bank statements. Review Source JS Jemel S. President Accounting Used the software for: 2+ years ### "Tech Stack Must" December 1, 2022 5.0 Overall great tool, with great support. Pros The only tool that allows you one log in to see all of your client's bank statements, and transactions. Cons No tech is perfect - when there is an issue the support team is responsive. Review Source JS Jen S. Admin Assistant Accounting Used the software for: 2+ years ### "Awesome Tool!" November 23, 2022 5.0 Pros For a company like ours who manage multiple clients virtually. This is a must have tool! It makes the tasks so easy. Cons Nothing I can think of at this time, it works great and fast and accurate. Review Source JC Justin C. Accountant Accounting Used the software for: 1-2 years ### "Used to be a great service. Now it's a cash grab" April 5, 2022 2.0 Pros Was on Ledgersync since version. Even with Version 1's troubles, it was a great value and service for helping us retrieve client check images and statements. Cons Version 2 came with massive price hikes and we lost the ability to retrieve check images for well over a year. They brought back check images as an additional fee, on top of their already increased price hikes. We removed all of our clients, 1 year later we started receiving bills for a $34.90 minimum monthly fee when our account was inactive for over a year. Alternatives considered [ScanWriter](https://www.capterra.com/p/166698/ScanWriter/) Reason for choosing LedgerSync Ledgersync had more cloud connectivity. Review Source HP Hitesh P. CPA Accounting Used the software for: 2+ years ### "LedgerSync Software" August 26, 2021 5.0 Pros Provides our firm a secure and convenient way to retrieve bank statements and transaction in a timely manner reach month for all clients. User friendly. Responsive customer care. Cons Additional fee being charged to retrieve check images. Review Source CC Craig C. Presodent Accounting Used the software for: 2+ years ### "Bookkeeping with Ledgersync " May 26, 2021 5.0 I have been using Ledgersync for over 10 years. There is nothing like it In ours or any industry. Pros Takes the credit card, bank statement and check image chasing game out of bookkeeping when Doing bookkeeping for clients. Cons Having an app would be Awsome for Sales. Also please stop the split of the statements and images. It’s hard in sells to get login credentials twice. Review Source aG anita G. Assistant Accountant Accounting Used the software for: 2+ years ### "Surely worth trying " August 24, 2021 4.0 It is a faster means of getting clients bank statements . Pros Being able to access Bank Statements , credit cards statements and sometimes check copies Cons Not being able to get copies of the checks - not sure if this has to do with client's approval Review Source SR Sara R. Accountant Accounting Used the software for: 1-2 years ### "Amazing software for accountants - Saves me time & money!" May 17, 2021 5.0 Pros I love Ledgersync so much! I love that it pulls statements, transactions and check images automatically, once an account is added. It saves me a tremendous amount of time, and it is so hassle free! Te software is extremely easy to use as well. I am extremely satisfied with Ledgersync. Cons There are absolutely no cons with Ledgersync. It is such an incredible software, and I highly reccomend it! Review Source PM Paul M. President Accounting Used the software for: 2+ years ### "Only works half the time" June 28, 2022 2.0 Frustrating. Pros When it works my employees can access client bank statements and transactions Cons About half the time the connections do not work. The old version of the software worked well, but LS 2 has had connection issues for the past 2 years. Review Source GJ Geralyn J. Bookkeeper Accounting Used the software for: 1-2 years ### ""LedgerSync: A Tool Every Accountants and Bookkeeper Must Have"" November 23, 2022 5.0 Pros LedgerSync is an effective and efficient tool to use while doing accounting and bookkeeping work. It is a must have tool for any accountant managing multiple clients virtually. Cons No encountered issue using this software. Highly Recommended. Review Source KD Ken D. Client Manager Accounting Used the software for: Less than 6 months ### "Seamless easy to use software" October 20, 2021 5.0 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. Pros Very user friendly, easy to navigate and manage clients Cons When you add an account, there is no option to select how far back in time to sync statements so we have to contact customer support every time Reason for choosing LedgerSync I have used it at a previous accounting firm Review Source JL Julia L. Accountant Accounting Used the software for: 2+ years ### "LedgerSync can save your time." August 24, 2021 4.0 Pros Getting bank transactions without request or direct log-in to bank website. Cons it shows all the accounts linked to the log in ID. It would be better if there is HIDE option. Review Source ML Michelle L. Bookkeeper Accounting Used the software for: 1-2 years ### "Ledgersync Customer Support Very Helpful" August 26, 2021 4.0 Only use it for one client, I pull bank statements from it each month. Pros Access to client bank account at all times Cons If anything thru the bank changes your client has to do the leg work to get logged back in. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.