SmartVault + LedgerSync

Automate the fetching and secure storage of financial information using the latest integration between Ledgersync and SmartVault.

Sync Ledgersync data into an organized folder structure within SmartVault and take advantage of automated data back-ups in the cloud.

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Less Manual Work. More Peace of Mind.

Tired of chasing bank statements and digging through PDFs? The SmartVault + LedgerSync integration does the heavy lifting so you can focus on what matters most: accurate books and proactive advice, delivered faster.

Seamless Integration

Remove redundant tasks and implement a smooth, unified workflow from source document collection all the way through to your financial records.

Stringent Security Standards

Maintain the highest levels of compliance, by providing employees access to client statements without sharing passwords to financial institutions.

Intelligent Data Extraction and Storage

Automatically extract banking transaction details using Ledgersync and save financial information straight into their own client vault in SmartVault for long-term storage.

Requesting and sharing documents with clients used to be a messy and time-consuming process. Fortunately, we found SmartVault, a secure portal for all our client’s sensitive financial information. Their integrations with Ledgersync, and ScanSnap allow us to automatically sync all our supporting data within our own custom folder structures that make sense to us and our clients.

Matthew Fulton
Parkway Business Solutions

Effortless Accounting Automation:

The SmartVault and Ledgersync Advantage

Achieving effortless automation while maintaining data security and compliance can be a significant challenge. But it doesn’t have to be at your firm.

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