Upload a statement, invoice, or receipt. LedgerBox extracts each row and checks the document totals. It flags values that do not match.
14 day free trial. No credit card required.
Paid plans include QBO and QuickBooks CSV exports. Use CSV or Excel files with Xero. View the QuickBooks integration
Use a statement guide for a bank in the US, Canada, UK, or Australia. You can also upload statements from unlisted banks. View bank statement guides
Exports open in Excel and QuickBooks.
Contact us if you need another format.
Documents are encrypted in transit and at rest, isolated per organization, and never used to train models.
LedgerBox extracts the values on the document. It does not add categories. It flags values that it cannot verify.
Clear review controls. Review each flagged row in the app. Approve, dismiss, or edit the row before you export it.
Upload a document. LedgerBox extracts the rows, checks the totals, and flags values that do not match.
Upload a PDF or an image of a statement, invoice, receipt, or another supported document.
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.
Export CSV, XLSX, QBO, or JSON files. You can also post approved rows to QuickBooks Online.
You can also forward documents by email
LedgerBox supports statements, invoices, receipts, pay stubs, purchase orders, tax forms, checks, merchant statements, and PDF tables.
Each paid plan includes review flags, Excel, CSV, QuickBooks CSV, QBO, JSON, unlimited users, and document encryption.
For solo bookkeepers and freelancers.
$25
/ month
For small firms managing multiple clients.
$135
/ month
For teams with serious monthly volume.
$340
/ month
For organizations that need custom deployment or integration.
Let's talk
For solo bookkeepers and freelancers.
$17
/ month · billed yearly
For small firms managing multiple clients.
$95
/ month · billed yearly
For teams with serious monthly volume.
$239
/ month · billed yearly
For organizations that need custom deployment or integration.
Let's talk
View the plan comparison
The trial lasts 14 days and starts with 10 pages. Complete one listed action to get 200 pages.
Get answers about documents, exports, prices, security, and setup.
Upload financial document PDFs, scans, and photos. LedgerBox supports multi-month statements. One upload can include up to 20 files.
LedgerBox checks document totals and row balances. It flags a row when it cannot verify the extracted value.
Export Excel, CSV, QuickBooks CSV, QBO, and JSON files. Each transaction row includes separate date, description, debit, credit, and balance fields.
Yes. LedgerBox reads the statement without a bank-specific template. You can upload a statement from any bank.
LedgerBox encrypts documents in transit and at rest. It isolates each organization. Customer documents do not train a model. Contact LedgerBox to erase stored files.
The free trial covers the first document and requires no credit card. View all paid plans on the pricing section. Cancel a plan in Settings, Billing.
Yes. Every workspace has its own forward-to address, so you can send a receipt or an invoice straight from your phone and LedgerBox processes the attachment the same way it processes an upload. Forwarding is included on Pro and up, and on the free trial, and a confirmation email comes back when the documents land.
No. LedgerBox runs in a browser. Create an account, upload documents, and export the rows. Exports open in Excel, Google Sheets, and accounting software.
View bank statement guides and document types
Ask about the product, API, billing, or a document type.
