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Business Financial Document Manager

Published 03/05/2012 and rated Ratingstars4 4 out of 5 stars
by Shel Gatto
What can you use the app for?

LedgerDocs is an online document management tool designed for accountants, bookkeepers and business owners. Users can manage all their documents in one place, regardless of document type. This allows users to sort invoices, deposit slips, check stubs, bank statements and other documents using LedgerDocs. Users can organize their documents into customized folders and subfolders. The application is mobile-friendly and lets users send receipts from their iPhone, BlackBerry, Android phone or by email. Notes can be added and shared with accountants and bookkeepers. Documents can be searched and accessed later. Users can add and remove privacy permissions to others and work with the confidence of daily backups. When viewing documents, the user can rotate and zoom in to make reading easier. Additional features include a tagging system and 256 bit SSL security.

LedgerDocs screenshot
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What is the history and popularity of the app?

LedgerDocs was founded in October of 2011. The application was designed for business owners and the people they rely on to manage their professional finances. LedgerDocs has received recognition for its convenient features and the way it streamlines the way business owners communicate with their accountants and bookkeepers. KillerStartups mentions the application along with a handful of other website, praising LedgerDocs for its useful functions and practical features.

What are the differences to other apps?

LedgerDocs stands out because it gives business owners and the financial professionals they work with an easy way to interact and stay up to date. Users can access the documents they need, such as invoices and bank statements, online and in one place. The application also makes viewing documents that have been scanned easier with zoom and rotate features so users can inspect text without straining their eyes on a poor quality scan image.

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How does the web app look and feel to use?

LedgerDocs maintains a professional design with lots of personality. The site utilizes a light color scheme with hints of red and blue that give the design much needed variety. The interface is clean and user friendly so anyone can easily find what they need quickly. The application is designed for both financial professionals and those who hire them, making it versatile in terms of difficulty level. LedgerDocs has created a professional setting that is also user friendly and personable.

How does the registration process work?

A new user can get started with LedgerDocs by clicking the red “Try it for Free” button found along the lower, right side of the homepage. The registration form on the following page asks for a first and last name, email address, country location and username. After submitting the form, the user is asked to check their email inbox for an instruction email that must be accessed before the user can sign in to their new LedgerDocs account.

What does it cost to use the application?

New users can try LedgerDocs for free for 60 days. The websites FAQ page advises users that the cost will be based on a monthly subscription. All users can try the application for free but must wait to find out more about the ongoing pricing requirements. LedgerDocs is still in beta and pricing has not yet been finalized by its creators. The FAQ page states that once pricing is finalized it will be displayed on the site.

Who would you recommend the application to?

LedgerDocs is intended specifically for business owners and the financial professionals they hire. The application is user friendly to accommodate each type of user. The site has not provided pricing details, which can make a huge difference to a smaller business or startup. The features appear to be geared more towards small to medium size businesses, but the pricing will confirm who will find LedgerDocs appealing and who may not.

  • New users can sign up for a 60 day free trial
  • Financial professionals can be given access permissions
  • Documents are backed up each day
  • Notes can be added and shared with accountants
  • All financial documents can be saved in one place

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