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Accounting Software for Financial Services

Are you a financial services company, tired of juggling multiple instances of QuickBooks?

SoftLedger's full-featured financial services accounting software lets you easily handle multiple entities - with just one login.
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Are Your Consolidations Too Reliant on Spreadsheets?

Many growing financial services and investment companies make do with multiple instances of their small business accounting software. This results in manual workarounds such as calculating intercompany eliminations and consolidating reports in spreadsheets.

Save time and eliminate potential errors with SoftLedger’s efficient financial reporting feature.

Instantly View Your Consolidated Financials

SoftLedger financial consolidation feature helps you roll up all of your entities, instantly. 

Get clarity for important decision-making, across multiple accounts and multiple currencies, in real-time.

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Multi Entity Consolidation
Consolidate multiple entities in real-time.
Open Banking API Integration
SoftLedger is programmable via the Open Banking API, enabling financial data consolidation to give you real-time insight into your finances.
Adaptable Subledger
Use only AR, AP, or another module as a subledger — then bring journal entries into your ERP.

Frequently Asked Questions

Yes, users have the option to use their own chart of accounts or SoftLedger’s standard chart of accounts when getting started with SoftLedger.  SoftLedger’s flexibility allows users to make changes to their charts by easily adding new accounts.

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