LedgerBox

Automate your client intake workflow.

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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One document, start to finish Hartley Plumbing · March
Collect
Portal, inbox, or upload
statement_mar.pdf · uploaded
Organize
Filed by client and type
filed · Hartley Plumbing
Extract
Typed, checked, reconciled
214 rows · 2 flagged
Export
CSV · XLSX · QBO · JSON
XLSX built · exported
Exports: CSV · XLSX · QBO · JSON Uncertain rows come back flagged with a reason QuickBooks integration validated through Intuit's app review Documents never train models

Set up each client once.

Give the client a portal link, an inbox address, and one workflow. Do this one time for each client. LedgerBox does the rest each month.

Share the portal link.

The client uploads statements, invoices, and receipts into the folders you set. If files do not arrive, LedgerBox sends a reminder.

yourfirm.portal.ledgerbox.io

Or give them the inbox address.

Each workspace has one address. The client forwards documents to it. LedgerBox processes the attachments, never the message body.

hartley@in.ledgerbox.io

Add one workflow.

Choose what happens when you approve a document: build the export, email a copy, or post to QuickBooks.

runs on approve

Then each month repeats.

Documents come in. Extraction and checks run. You review the flags and approve. The workflow does the rest, the same way each time, for each client.

Each client has one workspace. The portal, the inbox address, the workflows, and the exports stay in that workspace. Nothing mixes.

Workflow · Hartley Plumbing
Runs when you approve a document
On
When a document is approved
Build the export · XLSX
Email a copy to you
Post to QuickBooks
last run Mar 4 · 214 rows · ok

What changes for you.

  • See where each client stands.

    One list shows what arrived, what needs review, and what is ready. You do not dig through email.

  • Review, do not retype.

    Rows arrive typed and reconciled. Flags show which rows to check and why. Your hours go to judgment and advice.

  • Give clients a cleaner handoff.

    The portal shows your logo and your folders. Requests are specific. Reminders are automatic.

FAQ

The short version of how LedgerBox works for a practice. Ask us anything else. A person answers.

What formats can I export?

Excel (XLSX), CSV including the QuickBooks 3-column and 4-column layouts, QBO for QuickBooks Web Connect, and JSON. Each export has one transaction per row.

What happens to rows LedgerBox cannot verify?

They come back flagged with a reason. Fix or confirm each row before export. LedgerBox checks the totals again after each edit.

How do I keep clients separate?

Each client has one workspace. The portal, the inbox address, the workflows, and the exports stay in that workspace.

What happens to client documents?

Documents are encrypted in transit and at rest. They do not train models. You set the retention period for portal files.

Automate your first client this week.

Start with one client. If the exports are correct, repeat for the rest.

Start free trial Speak with us

First document free, share to unlock 200 pages. No credit card required.