Automate your grant document workflow.
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.
First document free, share to unlock 200 pages. No credit card required.
One workspace for each grant.
Every receipt, invoice, and statement charged to a grant lands in that grant's workspace, filed and dated. Two programs never mix.
The list shows what arrived this quarter, what needs review, and what is ready for the grant file.
Collect documents from staff and vendors.
Set the folders once for each grant. Documents arrive through the portal, the inbox address, or a direct upload.
Share the portal link.
Program staff upload receipts and invoices into the folders you set. LedgerBox requests what is missing and sends the reminders.
Or give them the inbox address.
Each grant workspace has one address. Staff forward the receipt. LedgerBox processes the attachments, never the message body.
Keep the file with the grant.
Any file type goes into the portal. Extraction runs on statements, invoices, and receipts, and the rest stays on record.
One approval builds the grant file export.
Choose the steps once: build the export your funder's report needs, then email a copy to the program lead.
When you approve a document, the workflow runs the same steps for every grant.
FAQ
The short version of how LedgerBox works for a nonprofit finance team. Ask us anything else. A person answers.
How do I keep grants separate?
Each grant has one workspace. The portal folders, the inbox address, the workflows, and the exports stay in that workspace.
What can program staff send?
Any file type goes into the portal. Extraction runs on statements, invoices, and receipts. The rest is stored with the grant's records.
Can I export the rows for a funder report?
Yes. Export to Excel (XLSX), CSV, or JSON with one transaction per row, and pull the grant's rows straight into the report.
Who can see grant documents?
Your team, and nobody outside it. Documents are encrypted in transit and at rest and never train models. You set how long they are kept.
Close one grant this quarter.
Put one grant through the quarter. Check the export against your ledger. Then add the next program.
First document free, share to unlock 200 pages. No credit card required.