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.
First document free, share to unlock 200 pages. No credit card required.
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?
Documents are encrypted in transit and at rest. They do not train models. You set how long LedgerBox keeps portal files.
Start with one property.
Put one property through the month. If the export is correct, add the rest of the portfolio.
First document free, share to unlock 200 pages. No credit card required.