120H+ Saved: LedgerZ Bookkeeping Streamlines Reconciliation with Synder
​LedgerZ Bookkeeping is a fast-growing accounting firm, providing expert outsourced accounting and bookkeeping services for small and mid-sized businesses across various industries, including software, construction, hospitality, and ecommerce. The firm offers comprehensive financial solutions including full-charge bookkeeping, payroll management to accounts payable/receivable and software implementation, all designed to meet each client's unique needs.
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Before Synder
After Synder
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Automated data entry with a seamless Square-QuickBooks Online integration
Synder takes the headache out of LedgerZ’s manual data entry by introducing the automated Per Transaction Sync mode between Square and QuickBooks Online. This eliminates the need for constant manual input, plus, it creates detailed sales receipts for each transaction, making sure everything is properly documented. This change streamlines the whole process, as well as helps keep inventory tracking in sync. With Synder, LedgerZ Bookkeeping saves over 10 hours a month, while reducing errors and providing clients with more accurate, real-time data for better strategic decision-making.
Smart Rules for advanced custom categorization and mapping
​Synder’s Smart Rules feature empowers LedgerZ Bookkeeping to automate transaction categorization and mapping, customized to each client's specific needs. By setting up if-then conditions, LedgerZ can automatically assign transactions to appropriate accounts or classes based on criteria like product names or locations. It’s especially helpful when you're juggling multiple income streams or running operations in different locations—keeping your records accurate and your accounts organized without the chaos.
Platform fee management and error reduction
​Synder simplifies LedgerZ Bookkeeping's fee management by automating the tracking and categorization of platform fees, such as Square transaction charges. This automation ensures that all fees are accurately recorded and mapped, minimizing discrepancies in financial records. By reducing manual input, Synder saves LedgerZ precious time and decreases the likelihood of errors, allowing LedgerZ to provide clients with precise, up-to-date financial insights and focus on more strategic tasks. ​
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Synder saves me at least 10 hours a month on manual data entry and reconciliation. It gives me the ability to manage multiple income streams and separate clearing accounts for different locations, making month-end close so much easier and more accurate. It’s 100% worth the money.
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Become a success story with Synder
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Think Your Books
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