LedgerBox extracts data from financial documents.
Upload a PDF or an image of a bank statement, invoice, receipt, pay stub, or another document type it reads. LedgerBox extracts the rows and exports them as Excel, CSV, QuickBooks files, or JSON.
Verification
LedgerBox checks extracted values against the totals in the source document. It flags a row when the values do not match.
The check is arithmetic the document already prints. On a bank statement, the transactions must carry the opening balance to the closing balance. On an invoice or a purchase order, the line items must add up to the printed total. On a pay stub, gross pay minus deductions must equal net pay.
Review each flagged row. LedgerBox does not correct or remove the row.
What it does not do
- It does not read data files
- LedgerBox reads PDFs and images. It does not read CSV, QBO, OFX, QFX, or QIF files. Use LedgerBox when the source is a document.
- It does not hold a SOC 2 report
- LedgerBox does not have a SOC 2 Type I or Type II report. Contact us if your vendor review requires a signed report.
- It keeps documents until you delete them
- LedgerBox does not delete workspace documents on a schedule. App deletion removes workspace access. Contact LedgerBox to erase the stored file.
- No person reviews your documents
- No person at LedgerBox reads your documents. A row that LedgerBox flags waits for your review.
How it is built
LedgerBox stores and processes documents in the United States. It encrypts documents in transit and at rest. Your documents do not train a model. The trust information lists each company that handles your data.
Use LedgerBox through the website or the API. The MCP server connects Claude, Cursor, and other MCP clients to the API. The TypeScript SDK is available on npm as @ledgerbox/sdk under the Apache-2.0 license.
The company
- Contracting entity
- Lumen Holdings LLC, formed in Wisconsin. Lumen Holdings LLC operates LedgerBox and is named in the terms and privacy policy.
- Postal address
- N50W35013 Wisconsin Ave, Okauchee, WI 53069, United States
- Contact
- contact@ledgerbox.io, or use the contact form.