Free
For firms starting with a few clients.
$0
no end date, no card
Up to 3 clients and 30 pages a month
- Client portal and requests
- Send to QuickBooks Online
- Excel, CSV, and JSON exports
- Unlimited users
LedgerBox pricing
Free for up to 3 clients. With 4 or more, the Firm plan is $9 a month for every client you work with that month, the first 3 too, with 50 pages each, shared across your firm.
Each paid plan includes Excel, CSV, QuickBooks CSV, QBO, and JSON exports. Select a plan for the number of pages that you need.
Plans and prices
Firm
For firms with more than 3 clients.
$9
per client a month, or $7 on a 12-month term
50 pages per client, shared across your firm
- $0.20 for each page after that
- Client portal and requests
- Send to QuickBooks Online
- QuickBooks CSV and QBO exports
- Excel, CSV, and JSON exports
- Unlimited users
A client counts in a month when you send it a request, it uploads a file, or you extract its pages. Reminders do not count. All plans include encryption in transit and at rest.
Starter
For a business with a small monthly volume.
$25
/ month
60 pages / month
60120300
- Branded client portal
- Excel, CSV, QBO, and JSON exports
- QuickBooks file exports (CSV and QBO)
- Balance reconciliation
- API access and the open-source SDK
- Unlimited users
- Email support
Pro
Most popularFor a business that sends its documents to QuickBooks Online.
$135
/ month
640 pages / month
6401,0001,500
- Everything in Starter, plus:
- Send to QuickBooks Online
- Webhooks
- Batch extraction (up to 20 files)
- Automations
- Email forwarding to your inbox
Business
For teams with serious monthly volume.
$340
/ month
2,000 pages / month
2,0003,0005,000
- Everything in Pro, plus:
- Team collaboration
- Priority support
Enterprise
For organizations that need custom volume or integrations.
Let's talk
Custom volume
- Everything in Business, plus:
- Custom integrations
- Onboarding support
- Custom annual pricing
Starter
For a business with a small monthly volume.
$17
/ month · billed yearly
60 pages / month
60120300
- Save around 30% with annual billing
- Branded client portal
- Excel, CSV, QBO, and JSON exports
- QuickBooks file exports (CSV and QBO)
- Balance reconciliation
- API access and the open-source SDK
- Unlimited users
- Email support
Pro
Most popularFor a business that sends its documents to QuickBooks Online.
$95
/ month · billed yearly
640 pages / month
6401,0001,500
- Save around 30% with annual billing
- Everything in Starter, plus:
- Send to QuickBooks Online
- Webhooks
- Batch extraction (up to 20 files)
- Automations
- Email forwarding to your inbox
Business
For teams with serious monthly volume.
$239
/ month · billed yearly
2,000 pages / month
2,0003,0005,000
- Save around 30% with annual billing
- Everything in Pro, plus:
- Team collaboration
- Priority support
Enterprise
For organizations that need custom volume or integrations.
Let's talk
Custom volume
- Save around 30% with annual billing
- Everything in Business, plus:
- Custom integrations
- Onboarding support
- Custom annual pricing
All plans include unlimited users and encryption in transit and
at rest.
Need custom volume? Write to us How firm billing works
- You pay for each client you work with
- A client counts in a month when you send it a request, it uploads a file, or you extract its pages. Reminders do not count. A client costs the same whether you work with it once or ten times that month.
- The Firm plan bills every client
- The free plan covers 3 clients. The Firm plan bills every client that counts, the first 3 too, so 4 clients cost $36 a month.
- Each client adds pages for the whole firm
- Each client that counts adds 50 pages. All clients share the pages, so a client with a large month uses pages that a quiet client did not.
- Pages after that
- On the Firm plan, extraction continues and each page after the shared pages costs $0.20. The free plan pauses extraction at 30 pages a month.
- The free plan covers 3 clients
- Before you invite a 4th client or send it a request in a month, LedgerBox asks you to upgrade. A client that already counts this month is never stopped.
- The month starts on your own day
- Each month starts on the day of the month you signed up or subscribed. The count of clients and pages starts again on that day.
Start on the free plan
A firm starts on the free plan. It covers 3 clients and 30 pages a month, with no end date. Upgrade when you work with more clients.
- 3
- Clients a month, free
- 30
- Pages a month, free
- No card
- To get started
What counts as a page
- Each document page counts once
- A 12-page statement uses 12 pages. A receipt photo uses 1 page. Exports and rows do not add usage.
- Each plan includes pages
- 60 to 300 pages on Starter, 640 to 1,500 on Pro, and 2,000 to 5,000 on Business per billing period. Each allowance resets at the start of the next billing period. Contact us for Enterprise volume.
- Usage stops at the limit
- LedgerBox pauses extraction at the limit. Upgrade the plan to resume. The bill includes the price difference for the rest of the period.
- The trial has no charges
- The trial starts with 10 pages. Complete one listed action to get 200 pages. LedgerBox pauses extraction at the trial limit.
What each plan includes
Monthly and annual billing include the same features and page allowances.
| Included with each plan | Starter | Pro | Business | Enterprise |
|---|---|---|---|---|
| Pages included per billing period | 60 to 300 | 640 to 1,500 | 2,000 to 5,000 | Custom volume |
| Past the allowance | Move up a tier | Move up a tier | Move up a tier | Let's talk |
| Users | Unlimited | Unlimited | Unlimited | Unlimited |
| Excel, CSV, and JSON exports | Included | Included | Included | Included |
| QuickBooks file exports (CSV and QBO) | Included | Included | Included | Included |
| Send to QuickBooks Online | Not included | Included | Included | Included |
| API access | Included | Included | Included | Included |
| Webhooks | Not included | Included | Included | Included |
| Support | Email support | Email support | Priority support | Onboarding support |
Start on the trial
An account for one business starts with a 14-day Starter trial and 10 pages. Complete one listed action to get 200 pages. LedgerBox pauses extraction at the page limit.
- 14
- Days of trial
- 10
- Pages to start
- No card
- To get started
The trial includes integrations
API access, webhooks, and sending to QuickBooks Online work during the trial. Access stops when the trial ends.
QuickBooks file exports require a paid plan
The trial includes Excel, CSV, and JSON exports. It does not include QuickBooks CSV or QBO exports.
The trial does not start a paid plan
The trial does not collect payment details. Select a paid plan when you want to continue.
Billing terms
- No setup or user fees
- Each plan includes unlimited users. Document types do not have separate fees.
- No card to start
- The free plan does not collect payment details and has no end date.
- Cancel in the app
- Open Settings, Billing to cancel. A canceled Firm plan goes back to the free plan.
- A page that fails to extract is not charged
- LedgerBox meters pages after a successful extraction. A failed extraction does not use shared pages.
- Blank pages do count
- The meter uses the document page count. A blank page inside a document counts as 1 page.
- No setup or user fees
- Each plan includes unlimited users. Paid plans include each export format. Document types do not have separate fees.
- No card to start
- The 14-day trial does not collect payment details. It does not start a paid plan.
- Change or cancel in the app
- Open Settings, Billing to change or cancel the plan. Plans have no minimum term.
- A page that fails to extract is not charged
- LedgerBox meters pages after a successful extraction. A failed extraction releases the held pages to your allowance.
- Extraction pauses at the allowance
- LedgerBox does not meter overages. Upgrade the plan to resume extraction. A mid-period upgrade charges only the price difference.
- Blank pages do count
- The meter uses the document page count. A blank page inside a document counts as 1 page.
Pricing FAQ
What counts as a page?
A page of a document LedgerBox extracted. A 12-page bank statement is 12 pages, and a photo of a receipt is one. Pages are metered once, when extraction finishes.
How much does LedgerBox cost for a firm?
Free for up to 3 clients. With 4 or more, the Firm plan is $9 a month for every client you work with that month, the first 3 too, with 50 pages each, shared across your firm. A client counts in a month when you send it a request, it uploads a file, or you extract its pages. Reminders do not count. Pages after the shared pages cost $0.20 each.
What happens when I use up the included pages?
On a plan for one business, LedgerBox pauses extraction at the page allowance. Upgrade the plan to resume. A mid-period upgrade charges only the price difference. On the Firm plan, extraction continues and each page after the shared pages costs $0.20. The free firm plan pauses extraction at 30 pages a month.
What does the free trial include?
The trial is for one business. It lasts 14 days and starts with 10 pages. Complete one listed action to get 200 pages. API access, webhooks, and sending to QuickBooks Online are included. The trial includes Excel, CSV, and JSON exports. QuickBooks CSV and QBO exports require a paid plan. A firm starts on the free firm plan instead.
How does annual billing work?
LedgerBox bills annual plans for one business once each year. The plan card shows the effective monthly price. Starter costs $25 with monthly billing or $17 per month with annual billing. The Firm plan's 12-month term costs $7 a client a month instead of $9, and LedgerBox bills it each month.
Can I change or cancel my plan?
Yes. Open Settings, Billing to change or cancel your plan.
What does Enterprise cover?
Enterprise includes Business features, plus custom integrations and onboarding support. Contact us for volume and price.
View document types and bank statement guides