The Accounting Data Power Tool

Get out of data entry, and back into accounting.

KnowLedger is intelligent middleware automation for ledger entry of brokerage accounts, managed accounts, and/or cash accounts that gives much-needed bandwidth back to your accounting team.

Plans & Pricing to Fit Your Unique Needs

Each plan is a combination of our flagship middleware automation technology and our highly-experienced implementation and guidance team that ensures 100% project success.









GL is updated Monthly
GL is updated Weekly  
GL is updated Daily    
Integrate with Northern Trust
Integrate with FIS Global
Integrate with Charles Schwab  
Integrate with All Leading Custodians    
Integrate with Addepar
Integrate with APX
Integrate with Black Diamond
Integrate with Canoe
Integrate with Backstop  
Integrate with All Leading Sources    
Integrate with Sage Intacct
Integrate with MS Dynamics  
Integrate with All Leading GLs    
Number of Entities 1-2 3-10 > 10
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  3 Month Trial    
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KnowLedger has helped to free up our accountants who now can focus on reviewing the data and making decisions.

Phil Smith | GCI

KnowLedger is ideal if you…

Firms want solutions that free up their resources to focus on their core business, not wrangling data.

Ryan Kerry | Founder | KnowLedger

Benefits to TAX Processing

We automate the posting of key tax information directly to your general ledger including 1099 and brokerage statement transactions (other details – alternatives?) so you can quickly access and substantiate those details for your clients’ tax returns. Specific benefits of this efficient process are:

Benefits to Your REPORTING

By automating the posting of transactions and key investment information, you could provide constructive analysis to your clients by helping them make more timely and informed decisions. You will better be able to offer detailed reporting needs to our clients by:

Learn how KnowLedger can benefit your office