Prebuilt document types

Upload the file, get the structured data back. Anything uncertain comes back flagged. Each document type has its own fields, its own checks, and its own export shape.

Document types LedgerBox processes

Bank statements Bank and credit account statements with account-period summaries and transaction rows. 15 Balances reconciled CSV · ledgerbox_transactions_xlsx · QuickBooks CSV · QBO · ofx_bank_statement · qif_bank_statement · Send to QuickBooks Guide
Invoices Vendor invoices with due dates, totals, tax, counterparty details, and line items. 8 Subtotal + tax = total Line items CSV · Send to QuickBooks Guide
Receipts Point-of-sale and expense receipts with merchant, payment, total, and line item details. 8 Subtotal + tax + tip = total Line items CSV · Send to QuickBooks Guide
PDF tables Tabular source documents that do not fit a specialized financial document type yet. 4 Confidence flags per row Table CSV Guide
Pay stubs Payroll pay stubs with employer, employee, pay period, earnings, and deduction lines. 9 Gross − deductions = net Line items CSV Guide
Purchase orders Buyer-issued purchase orders with supplier, delivery, totals, and ordered line item details. 11 Subtotal + tax + shipping = total Line items CSV Guide
Brokerage statements Investment and brokerage account statements with holdings, account activity, and realized gain and loss rows. 8 Gains reconciled to basis Line items CSV · Realized gains CSV Guide
W-2 forms IRS Form W-2 wage and tax statements with employer, employee, and per-box wage and withholding amounts. 14 Box 4 checked against box 3 Summary CSV Guide
1099 forms IRS Form 1099 information returns (NEC, MISC, INT, DIV, K, B) with payer, recipient, and reported box amounts. 9 Variant and parties verified Summary CSV · Line items CSV Guide
Checks Scanned or photographed checks with payee, numeric and written amounts, date, memo, and bank routing details. 9 Amount verified against words Summary CSV Guide
Merchant statements A card processing statement from a payment processor (Square, Stripe, Clover, Toast, Fiserv) showing gross card volume, transaction counts, and an itemized list of processing fees for a billing period. Not a bank statement: the counterparty is a payment processor and the line items are fees charged, not account transactions. 13 Fee lines = printed total Rows CSV · Summary CSV Guide

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