Customer accounts delivered direct to your browser
Get up to date accounting information in minutes, by simply sharing a link with your customer.
Reduce costs, reduce decision times, reduce risk..
Reviewing customer accounting data has never been easier
All you need to do is send your client a web link so they can approve (read-only) access to their accounting data.
In around 15 minutes you will be able to view their up-to-date, full accounts in your web browser.
In Ledgerscope Dash, you’ll have a summary of key numbers, profit and loss accounts, balance sheets, trial balances, aged receivables and payables reports, lists of invoices and bills, plus all of the individual transactions.
Key benefits
Quicker time to decision
Reduce the time from customer contact to decision from weeks to minutes. Capture all opportunities while they are hot.
95% coverage of SMEs
Work with data from Xero , QuickBooks, Sage (cloud and desktop), FreeAgent and KashFlow. These are the platforms most UK small businesses use.
Consistent information
Information in the same format, with the same detail, every time, for every customer. Speed through your process with consistent data.
All data in one place
Easily work with all customer financial data in one view. See which agents are assigned to each customer and the freshness of each connection.
Stay in control
Receive the information you need directly. No more waiting on your customers, or their busy accountants, to send you files.
Intuitive, efficient interface
Ledgerscope Dash is a slick, modern web app. Expand and collapse report sections and drill down into balances, to see transaction-level data.
Want to get early access?
Ledgerscope Dash is not publicly available right now but we’d be happy to let you try it. If you leave your email address here, we’ll get in touch.