A LedgerDocs alternative with one meter.
LedgerDocs and LedgerBox both collect client documents and extract bank statement rows. LedgerDocs sells the portal, the converter, and statement fetching as three separate plans. LedgerBox sells one subscription with pages pooled across every client. Compare the meters, the verification, and what happens after extraction.
Each LedgerDocs fact comes from its official website. LedgerBox confirmed the facts on August 28, 2026. Each fact includes a source link.
What LedgerDocs charges
Read from their own pages on the date shown. Open any source and check it.
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The Bookkeeping Portal is priced per client, starting at $19.75 a client per month, and includes 15 statement conversions and 4 statement fetches.
“$19.75 a client per month”
ledgerdocs.com checked 2026-08-28
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The statement converter is a separate plan metered by pages: $19 a month for 100 pages, $37 for 200, $89 for 500.
“$19 a month for 100 pages a month”
ledgerdocs.com checked 2026-08-28
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Bank statement fetching is a third plan, from $18 a month for 6 statement fetches.
“Bank statement fetching starts at just $18/month for 6 statement fetches.”
ledgerdocs.com checked 2026-08-28
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The trial runs 14 days with no card and includes 15 converter pages and 5 statement fetches.
“New trial users get 5 free statement fetches.”
ledgerdocs.com checked 2026-08-28
What LedgerDocs does well
At least two, from the same sources. A page that lists only faults is an advertisement.
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LedgerDocs fetches bank statements automatically, with access to 24 months of historical statements. LedgerBox does not fetch statements; your client uploads them or forwards them by email.
“Access to 24 months of historical statements”
ledgerdocs.com checked 2026-08-28
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The fetching connections are careful with credentials: LedgerDocs states it never stores logins and keeps connections read-only.
“We don't store credentials: Your sensitive login information is never saved”
ledgerdocs.com checked 2026-08-28
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Entry pricing is low and monthly, with a 14-day trial that needs no card.
ledgerdocs.com checked 2026-08-28
Where it falls short
Facts with sources, not opinions about the company.
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The converter's verification is visual: you compare the extracted data to the PDF by eye. No page on the site describes checking extracted rows against the statement's printed balances.
“Visually confirm extracted data against the original PDF with our real-time preview mode”
ledgerdocs.com checked 2026-08-28
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Extraction is an add-on to the portal, not part of it: the per-client portal plan includes 15 conversions, then converter pages are bought separately.
“15 free statement-to-spreadsheet conversions, with optional add-on for more”
ledgerdocs.com checked 2026-08-28
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The converter workflow ends at a file download you import into your accounting software yourself.
“Download your CSV file, ready to open in Excel or Google Sheets and import into QuickBooks or Xero.”
ledgerdocs.com checked 2026-08-28
What LedgerBox does differently
Each line describes what the product does today. The prices come from the same plan definitions the pricing page reads.
- One meter
- LedgerBox sells one subscription. The portal, extraction, reconciliation, and posting to QuickBooks Online are in the plan, and the only meter is pages, pooled across every client. Plans start at $17 a month billed yearly.
- The check is arithmetic
- LedgerBox sums the extracted rows and compares them to the statement's own printed opening and closing balances. A row it cannot verify is flagged with a reason. A visual side-by-side leaves that check to your eyes.
- Rows post to QuickBooks
- Approved rows post as balanced journal entries to a connected QuickBooks Online company on Pro and up, with a duplicate guard. A CSV download and a manual import is the fallback, not the only route.
- The portal does not bill per client
- Every paid plan includes the branded client portal with checklists, due dates, and reminders. Adding a client changes what you use, not what you pay.
Side by side
The LedgerDocs column carries the facts sourced above. The LedgerBox column carries what the product does today.
| What is being compared | LedgerDocs | LedgerBox |
|---|---|---|
| Client portal | $19.75 a client a month | Included, every paid plan |
| Statement extraction | Separate converter plans from $19 a month | Included in the plan allowance |
| Balance reconciliation | Visual, side by side | Per row, against printed balances |
| Posting to QuickBooks Online | No, file import | Yes, Pro and up |
| Statement fetching | Yes, from $18 a month | No |
| Users included | Not priced per staff seat | Unlimited |
| Free trial | 14 days, no card | 14 days, no card |
Questions people ask
What does LedgerDocs have that LedgerBox does not?
Automated bank statement fetching. LedgerDocs pulls statements from the bank on a schedule, with read-only connections and no stored credentials. LedgerBox does not fetch statements: clients upload them through the portal, or forward them by email.
How do the meters compare?
LedgerDocs runs three: a per-client portal price, a converter page allowance, and a fetching allowance. LedgerBox runs one: pages, pooled across every client, with the portal and posting included. Plans start at $17 a month billed yearly.
How does each product verify an extraction?
LedgerDocs shows the extracted data beside the original PDF for a visual check. LedgerBox sums the extracted rows and compares the total to the statement's printed opening and closing balances, and flags what does not tie.
Which product gets rows into QuickBooks with less handling?
LedgerDocs produces a CSV you import yourself. LedgerBox exports the same file formats on every paid plan, and on Pro and up it posts approved rows into a connected QuickBooks Online company as balanced journal entries.
Sources and next steps
Prices and terms change. If one of these pages now says something different from what is written above, the page above is wrong and we want to know.
Pages this was read from
Where to go next
- Pricing LedgerBox plan prices and page allowances.
- Trust What happens to an uploaded document, and who processes it.
- LedgerBox for firms The client portal, checklists, and reminders, end to end.
- Bank statement extraction What LedgerBox reads off a statement, field by field.