Name: EZ-Ledger
Author: EZ-Ledger

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Accessibility Testing

Development

Classroom Management

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Data Extraction

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Risk Management

Enterprise

Accounting

Digital Banking

Nonprofit Accounting

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Authorization

Cloud Storage

Configuration Management

Data Collaboration

Fraud Detection

Game Engine

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

IoT Security

LAN Switches

License Management

Network Performance Monitoring

Network Security

Open-Source Database

Operating Systems

SOA Governance

Service Desk Outsourcing

Single Sign-On

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audience Intelligence

Content Experience

Content Management

Customer Journey Mapping

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Video

Video Marketing

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Performance Management

Social Commerce

Sales

Virtualization Security

Security

Agriculture

Banking

Donor Management

Equipment Rental

Rental Property Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

FastPIPE

FastEST, Inc.

ReportsNow

AspenOne Supply Chain Management

Aspen Technology

Crowdtap

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

Aras PLM

Aras Corporation

EZ-Ledger is a software application developed by Segbay Inc. that aims to streamline financial reporting processes for businesses of all sizes. According to the vendor, the application automates the conversion of CSV statements from financial institutions into General Ledgers and Profit & Loss summaries required for tax reporting purposes. EZ-Ledger is marketed towards accountants, financial professionals, bookkeepers, tax preparation services, and small business owners across various industries.

## Key Features

**CSV to G/L Converter**: According to the vendor, EZ-Ledger allows for the conversion of CSV statements from most financial institutions into Profit & Loss summaries and General Ledgers needed for tax reports. The application provides automated formulas and processing tools to extract, convert, and process data from CSV statements, which the vendor claims can save time and effort in creating financial reports.

**Customized General Ledger and Profit & Loss Reports**: EZ-Ledger enables users to build customized General Ledger and Profit & Loss reports with fast and easy setup. The software converts CSV statements into an Excel data format, making it accessible and editable for further analysis and customization. The vendor states that the software includes a smart layout parser with preset parsing options, allowing users to quickly get started and customize the parsing rules to fit their specific needs.

**Powerful Parsing Rules**: According to the vendor, EZ-Ledger provides powerful parsing rules tailored to the user's specific use-case. Parsing rules are simple instructions that guide the parsing engine to extract, convert, and process the desired data from the CSV statements. Users can define parsing rules to extract header data, dates, descriptions, and amounts, which the vendor claims ensures accurate and efficient data processing.

**Built-in Character Recognition Engine**: The application features a built-in character recognition engine that extracts text from the CSV records. According to the vendor, this engine enables a fast and automated formula builder to process the entire statement with just one click, eliminating the need for manual data entry.

**Smart Filters for CSV Processing**: EZ-Ledger includes smart filters that automatically extract header data, dates, descriptions, and amounts from the CSV statements. The vendor states that these filters simplify the setup process and require minimal training, ensuring efficient and accurate data extraction.

**Fast Processing and Statement Organization**: The software arranges CSV statements in pages customized by monthly activity of clients. Users can create and export issue statements to send to clients for unknown activities and easily import them back into the application. According to the vendor, EZ-Ledger ensures fast processing of CSV statements, optimizing workflow and productivity.

**Secure Document Storage and Reporting**: Users can save the General Ledger, Profit & Loss, and reconcile documents on their server, cloud services, or external drives for easy access and tax reporting purposes. The application allows the creation of special reports from the general ledger, filtered by specific criteria such as date range, transaction type, and description. The vendor claims that these reports are useful for audit purposes and provide additional insights into financial data.

**Additional Features**: EZ-Ledger offers additional features such as Quick Checks Editor, Trail Balance and Bank Reconciliation templates, Payroll reports, and 1099 reports. According to the vendor, the software ensures a secure application environment, working only on the user's local machine(s), and can be set up on servers or individual computers.

Forever Free

Solo

InvoiceBerry

Single User - Unlimited Everything

Harpoon

EZ-Ledger

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Accounting software automates and streamlines financial management, from core functions like accounts payable and receivable to complex tasks like ledger management and reporting. They are aimed at enhancing accuracy, providing real-time financial insights, and ensuring compliance. Advanced systems integrate with other business tools, supporting everything from expense tracking to payroll. Explore user reviews and comparisons to find the best accounting software for your business.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

EZ-Ledger

Overview

What is EZ-Ledger?