LedgerBox
Automate financial document processing with AI accuracy
Target Audience
- Accountants
- Bookkeepers
- Accounting Firms
- Small Business Owners
Hashtags
Overview
LedgerBox helps accountants and bookkeepers extract data from PDF bank statements, invoices, and receipts using AI. It saves hours of manual work by automatically converting documents into Excel, CSV, or accounting software formats while keeping financial data secure with bank-level encryption.
Key Features
AI Data Extraction
Automatically pulls financial data from PDFs with human-like accuracy
Software Integration
Works with QuickBooks and Xero for seamless accounting workflows
Multi-Format Export
Convert documents to Excel, CSV, JSON, or QuickBooks formats
Bank-Grade Security
Encrypts files during processing and cloud storage
Use Cases
Automate bank statement processing
Convert invoices to Excel format
Securely process client financial documents
Integrate with QuickBooks/Xero workflows
Pros & Cons
Pros
- Reduces manual data entry by 80%
- Specialized for accounting professionals
- Military-grade data security
- Direct accounting software integration
Cons
- Page limits on subscription tiers
- Limited third-party integrations beyond accounting software
Pricing Plans
Basic
yearlyFeatures
- 2,000 page conversions
- 30-day data retention
- All file types
Pro
yearlyFeatures
- 5,000 page conversions
- Priority processing
- Team access
Biz
yearlyFeatures
- 12,000 page conversions
- Dedicated support
- Custom reporting
Pricing may have changed
For the most up-to-date pricing information, please visit the official website.
Visit websiteFrequently Asked Questions
What document formats does LedgerBox support?
Processes PDF bank statements, invoices, receipts, and exports to Excel, CSV, JSON, and QuickBooks formats
Is my financial data secure?
Yes, we use bank-level encryption and secure cloud storage for all documents
Can I integrate with my existing accounting software?
Yes, works seamlessly with QuickBooks, Xero, and other popular platforms
Integrations
Reviews for LedgerBox
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