LedgerBox

Stop chasing client documents

LedgerBox automates your document flow: requests, uploads, verification, and posting to QuickBooks - or whatever your team uses. One simple dashboard instead of five systems.

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Try for 14 days, no card required.

Automate your client delivery process

Five stages run the same way for every client, every period. One loop to manage the entire process.

Invite your client to the portal

Pick a template, pick the period, and send. LedgerBox emails the client a link and reminds them on your schedule.

  • Templates contain document folders, questions, dates, and yes/no items
  • One checklist per period, plus ad-hoc requests
  • Due dates and scheduled reminders per request

One place for your client to answer

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.

  • Works in the browser, on a phone or a laptop
  • Checklists keep the client on track, with due dates and reminders
  • Secure messages replace scattered email threads

Automatic file categorization

LedgerBox checks every file for malware and automatically categorizes it. Unmatched files go into a dedicated folder with ranked suggestions.

  • Malware scans and file type checks on every upload
  • Files match to open items automatically
  • You confirm or move a match in one click

Extraction you can verify

LedgerBox extracts and reconciles. Debits, credits, and running balances must add up, and uncertain rows come back flagged for manual review.

  • Bank and card statements, invoices, receipts, and 6 more types
  • Up to 20 files in a single drop
  • Flagged rows are highlighted for review

Post the entries, share the deliverables

Set up workflows to post to QuickBooks Online, export to Excel, CSV, QBO, or JSON, and share the deliverables back through the portal.

  • Excel, CSV, QBO, and JSON exports
  • Deliverables go back through the same portal
  • One timeline per client

The same process for every client

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.

Prices are on the pricing page

14 days, no card

The trial starts at 10 pages, and sharing LedgerBox opens the full 200.

20 files per drop

Upload up to 20 files in a single drop, straight from the request.

Balanced entries

Approved documents send to QuickBooks Online as balanced journal entries.

Audited

Independently audited by a third party. Documents are encrypted in transit and at rest.

Questions

What do my clients install?
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.
Which documents does LedgerBox read?
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.
Does LedgerBox post to QuickBooks?
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.
Can clients see my workspace?
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.
Is my clients' data secure?
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.
What does it cost?
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.

Send your first request this week.

14 days, no card. Your clients need a browser and nothing else.

Start a free trial