Automate your property document workflow.
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.
The first document is free. Complete one listed action to get 200 pages. You do not need a credit card.
One workspace for each property.
Every statement and invoice for a property lands in that property's workspace, filed and dated. Nothing mixes between owners.
The list shows what arrived this month, what needs review, and what is ready to export.
Collect documents from owners and vendors.
Set the folders once for each property. Documents arrive through the portal, the inbox address, or a direct upload.
Give the owner a portal link.
The owner uploads into the folders you set. LedgerBox requests what is missing and sends the reminders.
Give vendors the inbox address.
Each property workspace has one address. A vendor forwards the invoice. LedgerBox processes the attachments, never the message body.
Or upload the file yourself.
Drop a statement or a stack of invoices into the workspace. LedgerBox detects the document type on upload.
One approval builds the owner packet.
Choose the steps once: build the export in the format your accountant uses, then email the owner a copy.
When you approve a document, the workflow runs the same steps for every property.
FAQ
The short version of how LedgerBox works for a management company. Ask us anything else. A person answers.
How do I keep properties separate?
Each property has one workspace. The portal folders, the inbox address, the workflows, and the exports stay in that workspace.
What can owners and vendors send?
Any file type goes into the portal. Extraction runs on statements, invoices, and receipts. The rest is stored with the property's records.
Can LedgerBox email the owner a copy?
Yes. A workflow can build the export and email a copy when you approve a document. It can also post the rows to QuickBooks.
What happens to property documents?
Property documents are encrypted in transit and at rest. They do not train models. You set the retention period for processed portal files.
Extract one property's documents.
Review the monthly export. Add more properties after you approve the result.
The first document is free. Complete one listed action to get 200 pages. You do not need a credit card.