For implementation partners
Ledger Doctor Partner is for firms that move Dynamics GP customers to Sage Intacct. Your customer's Ledger Doctor sends their GP data to your team's workspace, encrypted, every day, and the partner app turns it into a Sage Intacct chart, dimensions and opening balances that tie.
From connection to go-live
- Get a partner account. Ask with the form; we approve each firm and email you a partner code and your license key. The account and the partner app cost nothing.
- Install the partner app on a computer or a server for your team. On a server, consultants sign in with Windows, over HTTPS, and each sees only the customers they're given.
- The customer connects. From their Ledger Doctor, they connect each GP company to your partner code; you accept. You see each company's quoting summary: GL accounts, vendors and customers, years of history, modules and a few account numbers, so you see the segments.
- Scope and buy. Pick the customer's companies for the project. The customer confirms them, and the data that goes to you, in their Ledger Doctor. Then you pay, and the companies unlock.
- Map and prove. Approve, merge, split and renumber accounts and dimension values with every decision kept, freeze a plan version for sign-off, and build the opening balance entry, checked to the penny against GP's trial balance.
- Set up Sage Intacct. Export the import files, or create the accounts and dimensions through Sage's REST API with a preview of exactly what will be added first.
What the customer sees
They start the connection
Only the customer can connect a company to your code, and either of you can end it. You never see another partner's customers, and they never see your code anywhere but from you.
They approve the scope
Before you pay, the customer checks the companies you picked and approves the list of what data goes to you. A company picked by mistake is caught before it's paid for.
Their data stays theirs
Packages are encrypted on the customer's server for your partner app and signed by theirs. myledgerdoctor.com relays them without being able to read them. In your workspace they're stored encrypted too.
Map the chart, account by account
The partner app proposes a Sage Intacct chart of accounts from the customer's GP chart. Approve each account as proposed, or override, merge or split it; it flags what needs a decision, like GP accounts that disagree, and keeps the history of every choice.
A checklist from connection to go-live
Each customer has an implementation checklist. Steps tick themselves off as the work is done in the partner app, from the connection and the paid project to the chart, the dimensions and the opening balance; you tick off the rest, and who did it and when are kept.
Pricing
$3,500 per customer project, covering up to 3 of the customer's GP companies, and $1,000 for each company after that. A project never expires, and any number of your consultants can work on it. There are no subscriptions and no per-user fees.
You pay by card on myledgerdoctor.com when the customer has confirmed the scope. A project bought is a commitment to its fee: payments aren't refunded. See the partner terms.
Security and where data lives
- The partner app runs on your machine or server, with its own SQL Server workspace
- Roles per customer: Approver, Processor or Read-only, for Windows users or AD groups
- Every decision and security change is logged with who made it
- Exports you make are yours to protect (the partner terms cover it)