The Accounting Power Tool

Automate, accelerate, and enhance
the investment account data feed to your GL

Automate the data feed from your investment accounts to your GL with intelligent, rules-based data management that improves the detail, accuracy, and speed.

Both Single Family Offices (SFOs) and Multi-Family Offices (MFOs) want streamlined efficiency in data management and monthly reporting for the families they serve. KnowLedger delivers that efficiency in smooth data flow from source to GL.

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Whether you are a Value Added Reseller (VAR), an accounting firm or are part of the Sage Intacct Accounting Program (SIAP), KnowLedger provides an efficient way for your team to eliminate hours of tedious journal entry work.

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Foundations, Non-Profits, Religious Organizations

Get out of the data game and back into providing oversight to charitable activities. KnowLedger facilities streamlined data flow to the GL, providing a rich data reporting experience to keep you on track.

Higher Education

Higher education institutions face mountains of data in investment accounts which must sync to the GL. KnowLedger provides a seamless connection from source data to the GL to eliminate long hours of error-prone, manual data entry.

Registered Investment Advisors (RIAs)

Registered Investment Advisors (RIAs) that service UNHW clients can use KnowLedger to include the investment data into the GL.   This will give the RIA the ability to provide the full service that UHNW clients demand.

KnowLedger has helped to free up our accountants who now can focus on reviewing the data and making decisions.

Phil Smith, GCI