Extract data from
financial documents.

Upload a statement, invoice, or stack of receipts. LedgerBox processes every row exactly as printed and reconciles the total. Reduce your manual work, free up your time.

First document free, share to unlock 200 pages. No credit card required.

Why bookkeepers pick LedgerBox

Sends to QuickBooks Online. Exports open in Excel.

QBO and QuickBooks CSV exports come with every paid plan. On Pro and up, approved documents send straight in as balanced journal entries. The QuickBooks integration

Any bank statement, no template.

Dedicated statement guides for banks and credit unions across the US, Canada, UK, and Australia. Unlisted banks convert the same way. Browse the guides

Files that open where you work.

Exports open straight in Microsoft Excel and QuickBooks.

3 things you can count on.

True for all plans

  • Secure by default

    Documents are encrypted in transit and at rest, processed in isolated storage, and never used to train models. Independently audited by a third party, and the QuickBooks integration is validated through Intuit's app review.

  • Faithful to the document

    No aggregations, no category guesses, no dropped rows. If it's on the document, it's in the output, and the rows we're uncertain about come back flagged with a reason, not quietly rounded away.

  • An interface that stays out of the way

    Simple controls. Tabular numerals. Deliberate whitespace. Error and edge states say what happened and what to do next, in plain sentences.

How it works in three steps.

No configuration, no training data, no model picker. Upload a file and the rest is handled. If any row is uncertain, you see it flagged before you export.

  1. 01

    Upload any financial document.

    A bank statement, a vendor invoice, a rotated phone photo of a receipt, a 120-page corporate statement. LedgerBox processes them all the same way.

    PDF · JPG · PNG · HEIC
  2. 02

    Every row, every column, in order.

    We detect the table structure, align the columns, and extract each line item exactly as printed. No heuristics. No guessing at categories that aren't on the page.

    Uncertain rows flagged
  3. 03

    Export in the format your ledger uses.

    CSV for your review. XLSX for your workbook. QBO for QuickBooks. JSON for your own tools.

    CSV · XLSX · QBO · JSON

11 document types, one clean export.

Bank and brokerage statements, invoices, receipts, pay stubs, purchase orders, W-2 and 1099 forms, checks, merchant statements, and PDF tables. Each comes back as clean, structured rows, with anything uncertain flagged before you export.

Bank statement Extracted
Every transaction, reconciled to the printed closing balance.
Invoice Extracted
Line items, tax, and total, matched to what you were billed.
Receipt Extracted
Merchant, date, and total lifted off a photo or a scan.
Pay stub Extracted
Gross, every deduction, and the net that lands in the account.
Purchase order Extracted
Every ordered line, quantity, and price, totalled.

See all 11 document types

Start free, pay for scale.

Every paid plan includes review flags, every export format (Excel, CSV, QuickBooks CSV, QBO, and JSON), and encryption in transit and at rest. Cancel anytime in the app.

Starter

For solo bookkeepers and freelancers.

$17

/ month · billed yearly

60 pages / month
60120300
  • Save around 30% with annual billing
  • Excel, CSV, QBO, and JSON exports
  • QuickBooks file exports (CSV and QBO)
  • Balance reconciliation
  • API access and the open-source SDK
  • Unlimited users
  • Email support
Choose Starter

Pro

Most popular

For small firms managing multiple clients.

$95

/ month · billed yearly

640 pages / month
6401,0001,500
  • Save around 30% with annual billing
  • Everything in Starter, plus:
  • Send to QuickBooks Online
  • Webhooks
  • Batch processing (up to 20 files)
  • Automated workflows
  • Email forwarding to your inbox
Choose Pro

Business

For teams with serious monthly volume.

$239

/ month · billed yearly

2,000 pages / month
2,0003,0005,000
  • Save around 30% with annual billing
  • Everything in Pro, plus:
  • Team collaboration
  • Priority support
Choose Business

Enterprise

For organizations that need custom deployment or integration.

Let's talk

Custom volume
  • Save around 30% with annual billing
  • Everything in Business, plus:
  • Custom integrations and white-label
  • On-premise deployment option
  • Onboarding and training
Talk to sales

Page tiers, monthly and yearly pricing, and what each plan includes: Compare plans and billing periods

Starts with 14 days and 10 pages, no card. Share LedgerBox to open all 200.

All plans include unlimited users and encryption in transit and at rest.
Need custom extraction? Write to us.

FAQ

The short version of how LedgerBox works, what it costs, and what happens to your documents. Anything else, ask us below.

What can I upload?

Bank statement PDFs, scans, and photos. Digital PDFs read directly; image-based files go through OCR and convert the same way. Multi-month statements are fine, and a single drop takes up to 20 files.

How accurate is the extraction?

Every document is reconciled: debits, credits, and running balances must add up before it is marked clean, and any row LedgerBox is not sure about comes back flagged for review instead of guessed.

Which export formats are supported?

Excel (XLSX), CSV including QuickBooks 3-column and 4-column layouts, QBO for QuickBooks Web Connect, and JSON. Every export uses one transaction per row with separate date, description, debit, credit, and balance columns.

Does it work with my bank?

Yes. LedgerBox reads the statement itself rather than matching it against bank-specific templates, so statements from any institution convert the same way.

Is my data secure?

Documents are encrypted in transit and at rest, processed in isolated storage, and never used to train models. You can delete uploaded documents at any time and they are permanently removed. Independently audited by a third party.

How much does it cost?

The free trial covers your first document with no credit card, and sharing LedgerBox with a colleague opens enough pages for several statements. Paid plans are listed in the pricing section, and you can cancel anytime.

Do I need to install anything?

No. LedgerBox runs in the browser: create an account, upload your documents, and download the results. Exports open in Excel, Google Sheets, or your accounting software.

Looking for your bank? Browse the bank guides Curious what else it handles? See every document type

Questions?
A real person answers.

Every message is read by a human. Questions get answers. Bugs get a ticket number and a timeline.

Direct email
contact@ledgerbox.io
A person reads and answers every message.