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LedgerDock
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Integrations

Bank feeds and outside databases, in one place.

34 seconds, with voice and captions. The company on screen is a demo with invented books.

The steps

  1. Bank & card feeds: Plaid brings in live transactions from banks and card companies.
  2. Data integration: connect an outside PostgreSQL database, pick a table, and bring in the rows you choose.
  3. A saved pull remembers the table, the dates, the filters and the mapping, so each month is one click.
  4. Nothing reaches the books without a review in 3 — Transactions.

What the video says

Every word, written out

Integrations. Outside connections, in one place.

Bank and card feeds. Plaid brings in live transactions from banks and card companies.

Data integration. Connect an outside Postgres database, pick a table, and bring in the rows you choose.

A saved pull remembers the table, the dates, the filters, and the mapping. So each month is one click.

Nothing reaches the books without a review in step three, Transactions.

Keep going

Company settings Name, industry, tax class, accounting method and close period, for one company. Watch 0:35 Profile & security Your account, your company access, and a stronger sign-in. Watch 0:38 The five doors LedgerDock is five steps, in order. This is the map. Watch 1:08

Try it on your own books. One set of books is free.

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