LedgerBox automates your document flow: requests, uploads, verification, and posting to QuickBooks - or whatever your team uses. One simple dashboard instead of five systems.
Try for 14 days, no card required.
Five stages run the same way for every client, every period. One loop to manage the entire process.
Pick a template, pick the period, and send. LedgerBox emails the client a link and reminds them on your schedule.
You get a branded portal at [yourfirm].portal.ledgerbox.io. A client signs in with a code sent to their email. No password, nothing to install.
LedgerBox checks every file for malware and automatically categorizes it. Unmatched files go into a dedicated folder with ranked suggestions.
LedgerBox extracts and reconciles. Debits, credits, and running balances must add up, and uncertain rows come back flagged for manual review.
Set up workflows to post to QuickBooks Online, export to Excel, CSV, QBO, or JSON, and share the deliverables back through the portal.
You write a template once and send it every period. Every client gets the same checklist, the same reminders, and the same portal. The home queue shows where every client stands. A new client costs you a template pick.
Nothing. The portal opens in the browser at your own address, [yourfirm].portal.ledgerbox.io. A client signs in with a code sent to their email.
Bank statements, credit card statements, invoices, receipts, pay stubs, purchase orders, brokerage statements, check images, merchant statements, and general tables. LedgerBox configures custom types on request.
Approved documents send to QuickBooks Online as balanced journal entries. Exports cover Excel (XLSX), CSV including QuickBooks 3-column and 4-column layouts, QBO, and JSON.
No. A client sees the portal only: their checklist, their uploads, the files you share, and your messages. Your review queue and your workspace stay private.
Documents are encrypted in transit and at rest, stored in the United States, isolated per organization, and never used to train a model. LedgerBox is independently audited by a third party.
Prices are on the pricing page. The trial runs 14 days with no card. It starts at 10 pages, and sharing LedgerBox opens the full 200.
14 days, no card. Your clients need a browser and nothing else.
