LedgerBox

Extract invoice data to Excel, CSV, or QuickBooks

Upload a vendor invoice, digital or scanned, and download a clean spreadsheet: eight header fields and every line item extracted, with the totals checked before export.

Convert an invoice See pricing
8
Header fields, verified
±$0.01
Totals check tolerance
20
Files in a single drop

What comes back · sample

Schema v1

Vendor name
Ink + Paper Co.
Invoice number
INV-1047
Invoice date
Mar 08, 2026
Due date
Apr 07, 2026
Subtotal
$356.15
Tax
$28.85
Total
$385.00
Currency
USD

Subtotal + tax = total

Line items CSV · Send to QuickBooks

Field names are the LedgerBox extraction schema for invoices, version 1. Sample values are illustrative.

How to convert an invoice

  1. Upload the invoice

    PDF, scan, or photo, one page or twelve. Multi-page invoices read as one document, and a single drop takes up to 20 files.

  2. We extract the header and line items

    Vendor, invoice number, dates, and totals from the header. Description, quantity, unit price, and amount from every line. Subtotal plus tax must equal the total, or the invoice is flagged.

  3. Download the line-item CSV

    One row per line item, ready for Excel or Google Sheets, or send the invoice into QuickBooks as a balanced journal entry.

Invoice anatomy

A sample vendor invoice, and how LedgerBox processes each part during extraction and verification.

The header is read wherever it prints

Vendor block top left, invoice number top right, dates in the middle: every template is different. LedgerBox reads fields, not positions, so any layout converts without setup.

Line items keep their shape

Description, quantity, unit price, and amount land in separate columns, one row per line. A line item split across a page break is stitched back into a single row.

Totals are checked, not assumed

Subtotal plus tax must equal the invoice total within a cent. When the numbers do not add up, the invoice comes back flagged for review instead of exported quietly.

Multi-page invoices

The vendor block is read from the first page and the totals from the last, so carried-forward subtotals are not double counted. Each page is read on its own, then merged, so a 12-page invoice converts the same way as a single page.

Invoice extraction FAQ

How do I extract data from a PDF invoice?

Create a free LedgerBox account, upload the invoice, and download the line-item CSV. The free trial covers your first invoices with no credit card, and sharing LedgerBox with a colleague opens enough pages for a whole stack.

Which fields are extracted from an invoice?

Eight header fields: vendor name, invoice number, invoice date, due date, subtotal, tax, total, and currency. Plus every line item with description, quantity, unit price, and amount.

Does it work with scanned or photographed invoices?

Yes. LedgerBox runs OCR-backed extraction, so image-based PDFs, scans, and phone photos convert the same way as digital invoices. Any line it cannot read with confidence comes back flagged.

Can I get invoices into QuickBooks?

Yes. An extracted invoice can be sent to QuickBooks as a balanced journal entry, or downloaded as a CSV with one row per line item.

Is my invoice 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.

Rather import an invoice than download a file for it? How the QuickBooks integration works

Ready to extract your invoice data?

Upload an invoice and download a clean spreadsheet. No card required.

Get started free