Real accounting automation — without re-doing the same work for each client.
Create global rules at the firm level or client-specific rules at the engagement level. Rules with AI for QBO, QBD, Zoho Books, Accounting CS and Manual GL/Vendor Upload. The Rules Engine categorizes transactions across all your clients by date, description, vendor, or category — from one screen.
The fastest way to automate accounting is through the bank memo. Other platforms force you to rebuild the same set of rules inside every single client file. Ledgersync's Global Rules Engine flips that model — you write a rule once at the firm level and it applies across every client that matches.
Over eight years of watching banks change their feeds, formats, and memos, we built the Global Rules Engine to absorb that chaos so your team doesn't have to. The longer you use it, the less work your monthly close requires.
Global rules and client-specific rules, side by side
Set firm-wide defaults (Stripe → Merchant Fees, Uber → Travel, ADP → Payroll Liabilities) and let them flow through every engagement. When a client has a unique vendor or a one-off category, scope the rule to just that client without polluting the global library.
- Match by date, description, vendor, amount, or category
- Inherit firm-wide rules with per-client overrides
- Bulk edit, version, and roll back rules at any time
One screen for your entire book
Stop bouncing between QBO tabs. Review and categorize transactions for every client from a single Ledgersync screen, then push the categorized results back to QuickBooks Online in one click.
Compounding returns on every rule
Every rule you add today reduces work on every close from now on. Firms running Ledgersync for a year typically see 60–80% of routine bookkeeping transactions auto-categorize without human review.
Write a rule once. Apply it across every client.
Global or client-specific
One rule can cover every client, or you can scope it to a single engagement.
One screen for everything
Work by date, description, vendor, or category across your entire book.
Sync to QuickBooks Online
Categorized transactions flow into QBO for every client at once.
Compounding returns
Every rule you add reduces the work on every future month — forever.
Ready to automate the data work?
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