Frequently Asked Questions

LedgrifyFix uses secure connections to import your financial data from linked platforms, categorizes transactions based on rules you set, and updates your records in real time without manual input.

Yes, LedgrifyFix offers integrations with popular tools and platforms, allowing you to continue using your preferred apps while centralizing your bookkeeping in one place.

We employ industry-standard encryption and secure hosting protocols to protect your information at rest and in transit, along with regular security audits.

Most users complete the initial setup in under 15 minutes, including linking accounts and defining categorization rules, so you can start automating right away.

Absolutely. LedgrifyFix provides flexible report templates that you can adjust to match your startup’s reporting requirements and visual preferences.

Our support team is available via in-app chat and email to help with onboarding, answer questions about features, and assist with troubleshooting.

LedgrifyFix connects seamlessly to your favorite invoicing, payroll and expense platforms through secure APIs and CSV import options. Your transaction data is fetched and organized automatically, reducing manual uploads. Integration setup typically takes just a few minutes via our guided onboarding wizard.

Yes. You can define custom categories, tags and rules to match your startup’s unique workflows. Transactions are sorted automatically based on these settings, and you can adjust mappings at any time in the settings panel. This ensures your bookkeeping reflects the way you manage projects and departments.

All data is encrypted at rest and in transit, hosted on Canadian servers compliant with industry standards. Access controls and multi-factor authentication protect your account, and regular security audits help maintain strict privacy safeguards. LedgrifyFix operates under Canadian data residency requirements.

Data syncs in near real time, with automated checks every hour to capture new transactions. You can also trigger manual updates at any moment from your dashboard. This approach gives you up-to-date insight into your expenses, revenue entries and account balances.

Our support team is available via email and live chat Monday through Friday, 9 AM to 6 PM Eastern Time. We also maintain an online help center with guides, video tutorials and community forums. Premium plan customers can schedule one-on-one strategy calls for personalized advice.

LedgrifyFix is designed to scale gracefully with your business size, handling thousands of transactions each month without added complexity. You can upgrade to higher-tier plans as your volume increases, and our infrastructure automatically adjusts performance to maintain fast processing speeds.

No specialized accounting background is required. Our step-by-step setup guides and intuitive interface make it simple for anyone to get started. Automated categorization and smart rules handle routine tasks, letting you focus on strategic decisions rather than data entry.

Sign up at ledgrifyfix.com in under two minutes using your email address. Link your bank and expense accounts through our secure connector, then review and confirm your initial settings. Once configured, your bookkeeping begins automatically and you can explore the dashboard.

Absolutely. Use our report builder to create tailored summaries of income, expenses, vendor activity and more. Reports are exportable in PDF or CSV formats, and you can schedule recurring reports to be delivered to your inbox daily, weekly or monthly.