Give your ecommerce clients a review flow that does not live in spreadsheets.
Use firm and client workspaces, request approvals, export audit trails, and keep postings gated behind preview and sandbox controls.
Preview-first workflow. Sandbox-ready setup. No production posting without confirmation.
Demo preview - client approval queue
Demo data - not from connected provider.
Why teams come here first
Start with the accounting and reconciliation pain instead of the final ledger cleanup.
Demo preview - client approval queue
Demo data - not from connected provider.
What good looks like
Demo data - not from connected provider.
Workflow
Connect, import, map, preview, approve, and reconcile.
01
Create client
02
Connect
03
Preview
04
Request approval
05
Export
06
Reconcile
Firm and client workspaces
LedgerSync keeps the workflow reviewable and grounded in the accounting outcome, not just the import step.
Approval portal
LedgerSync keeps the workflow reviewable and grounded in the accounting outcome, not just the import step.
Audit exports
LedgerSync keeps the workflow reviewable and grounded in the accounting outcome, not just the import step.
Role-based access
LedgerSync keeps the workflow reviewable and grounded in the accounting outcome, not just the import step.
Common objections
What this team usually needs to see
FAQ
Questions teams usually ask at this stage.
Ready to move from manual cleanup to a review-first workflow?
Review docs, compare plans, and start with a sandbox-safe proof of concept before expanding the workflow.