Frequently Asked Questions

Ledgeryo connects securely to your business accounts, categorizes transactions automatically, and generates clear reports. You can invite team members, track ongoing expenses, and export data at any time without manual spreadsheets.

Online bookkeeping is the process of recording, organizing, and managing financial transactions through a web-based platform. Ledgeryo’s solution lets small business owners track expenses, invoices, and payment records in real time without installing desktop software.

We adopt industry-standard encryption protocols and conduct regular security audits to protect your information. All data is stored in secure Canadian data centers, and multi-factor authentication adds an extra layer of account protection.

Yes. Ledgeryo’s cloud-based platform is available 24/7 from any internet-connected device. Your books stay up to date and accessible whether you’re in the office or on the go.

Onboarding with Ledgeryo is straightforward. A step-by-step setup wizard walks you through connecting bank feeds, uploading historical data, and configuring categories so you can start managing your books within minutes.

Ledgeryo integrates seamlessly with popular invoicing tools, payment processors, and banking platforms. This ensures your transactions sync automatically and reduces manual entry.

You can handle basic payroll tracking directly within Ledgeryo. For specialized payroll filings or direct deposits, you may connect to dedicated payroll services through our integrations.

Ledgeryo offers customizable reports on spending, revenue sources, and client billing. You can filter by date range, category, or project and export to PDF or spreadsheet formats for review or sharing.

Our support team is available via phone and email during business hours. We’re committed to responding promptly to help you resolve any questions or technical issues.

Yes. You can grant secure, view-only or editing access to your accountant or bookkeeper. This collaboration feature ensures your financial professional can review or update your records as needed.

We offer tiered plans designed for varying transaction volumes and feature needs. Each plan includes core bookkeeping tools, secure hosting, and ongoing updates to keep your records organized.

Ledgeryo prepares the reports and summaries you need for tax filing, but we do not submit returns directly. You can share the generated reports with your tax advisor or file through CRA-approved channels.

Data backups occur automatically every 24 hours, and backups are retained for recovery purposes. This ensures your records remain safe and can be restored if needed.

You can upgrade or downgrade your plan at any time. Changes take effect immediately, and any price adjustments are prorated based on your billing cycle.