LedgerBox for your line of work.
LedgerBox converts financial documents into spreadsheets, and it works the same way whoever you are. What changes by profession is which documents you get, how they reach you, and what has to be right before you can use the numbers. Each page below walks through one job.
Pick the one closest to your job
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Accountants & bookkeepers
Built for bookkeepers, CPAs, and firms. Documents come in through a portal or an inbox address, filed by client. LedgerBox extracts every row, flags what it cannot verify, and exports to the format each ledger needs.
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Tax preparers
Built for tax preparers and enrolled agents. Clients send documents to a portal or an inbox address. LedgerBox files each document, extracts every row, and checks the totals before you prepare the return.
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Mortgage brokers & lenders
Built for mortgage brokers and lending teams. Borrowers upload statements to one link. LedgerBox extracts every row, reconciles the totals, and sends the export to your system.
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Family law & forensic accounting
Built for family law and forensic accounting teams. Statements go into one workspace for each matter. LedgerBox extracts every row as printed, reconciles the totals, and exports to XLSX for analysis.
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Property managers
Built for property managers and their bookkeepers. Owner statements and vendor invoices go into one workspace for each property. LedgerBox extracts every row, flags what it cannot verify, and builds the owner packet.
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E-commerce sellers
Built for online sellers and their bookkeepers. Payout and bank statements go into one workspace for each store. LedgerBox extracts every row, reconciles the totals, and posts the rows to QuickBooks.
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Nonprofits & grant managers
Built for nonprofit finance teams and grant managers. Receipts and statements go into one workspace for each grant. LedgerBox extracts every row, flags what it cannot verify, and builds the export for the grant file.
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Real estate investors
Built for investors who hold accounts at several banks. Statements go into one workspace for each property or entity. LedgerBox extracts every row, reconciles the totals, and builds one export.
If your job is not listed
You can still use it. There is nothing to set up per profession: these pages exist because the questions differ, not because the product does. If you work with bank statements, invoices, receipts, pay stubs, or any of the other document types, the walkthrough on any of these pages describes what you would get.