New Integration: Streamline Your Firm's Workflow with SmartVault and Ledgersync

We get it – collecting client source documents feels like a never-ending game of phone tag. You have to remind clients for their bank statements and receipts month after month, and even once you get them, trying to locate a specific item often means digging through huge email threads and various desktop folders.

Then there’s the manual data entry of keying in transactions from bank statements. Talk about a tedious time-suck – not to mention the risk of human error that could throw your reconciliation out of whack.

Sound familiar?

SmartVault’s document management and Ledgersync’s intelligent banking automation tools can make your life easier and eliminate those frustrating, outdated processes.

Benefits of SmartVault and Ledgersync Integration

Here are just a few of the key benefits this integration provides:

1. Automated Source Document CollectionGone are the days of chasing down client bank statements and receipts. Ledgersync connects directly to banks to automatically fetch transaction data, bank statements, and check images as far back as the bank allows.
2. Intelligent Data ExtractionLedgersync uses smart rules to automatically extract and categorize banking transaction details. This data syncs seamlessly to your clients’ books in applications like QuickBooks Online, eliminating tedious data entry.
3. Centralized Document ManagementAll source documents and banking data are securely stored in SmartVault, giving you a single, organized location to access everything. No more juggling files across multiple apps.
4. Stringent Security StandardsBoth SmartVault and Ledgersync maintain the highest data security and compliance standards with bank-grade encryption, granular access controls, and regular auditing.
5. Seamless IntegrationThe integration between the two platforms means no redundant tasks and a smooth, unified workflow from source document collection all the way through to your financial records.

By leveraging Ledgersync’s automation combined with SmartVault’s document management and client portal, you can realize substantial time and cost savings while providing an elevated client experience.

Ready to see it in action? Sign up for a demo today!