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Solutions for accounting firms

Manage ecommerce clients from one operating layer without pretending you need an enterprise rollout on day one. 

LedgerSync gives smaller firms a structured client workspace model, approval policies, usage controls, and a firm dashboard built for ecommerce cleanup and review.

Preview-first workflow. Sandbox-ready setup. No production posting without confirmation.

Why teams come here first

Start with the accounting and reconciliation pain instead of the final ledger cleanup.

Client setup needs to be repeatable.
Approvals and exceptions should be visible across the firm.
Access and billing need to scale safely as clients grow.

Demo preview - firm command center

Demo data - not from connected provider.

Healthy clients: 8
Pending approvals: 4
Failed jobs today: 1

Workflow

Connect, import, map, preview, approve, and reconcile.

01

Create firm

02

Add client

03

Invite team

04

Generate previews

05

Track approvals

06

Scale schedules

Firm dashboard

LedgerSync keeps the workflow reviewable and grounded in the accounting outcome, not just the import step.

Client workspace isolation

LedgerSync keeps the workflow reviewable and grounded in the accounting outcome, not just the import step.

Usage and billing visibility

LedgerSync keeps the workflow reviewable and grounded in the accounting outcome, not just the import step.

Firm-wide approvals and exceptions

LedgerSync keeps the workflow reviewable and grounded in the accounting outcome, not just the import step.

Common objections

Will this fit smaller firms, not just large consultancies?
Can we keep billing and access scoped properly?
Can we pause or stage clients safely?

What this team usually needs to see

Firm-wide exceptions
Client workspace limits
Usage and billing controls

FAQ

Questions teams usually ask at this stage.

Yes. Firm organizations can contain isolated client workspaces with separate roles, integrations, schedules, and previews.

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.