Three short case studies — what changed when these firms switched to Ledgersync.
By moving global vendor categorization into Ledgersync's Rules Engine, the firm reclaimed 14 hours/week previously spent on manual coding. AI close caught $4,200 of duplicate-payment errors in the first quarter.
Marcus replaced a stack of bank logins and spreadsheets with Ledgersync. Daily transaction sync + statement OCR + check images flow into a single dashboard. Client texting via Clarify killed the email follow-up cycle.
Firm-level rules categorize 87% of transactions on autopilot. New clients onboard pre-categorized using the firm's master ruleset — first close is ready in days instead of weeks.
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