ledgerbox
LedgerBox is a document-to-ledger converter that extracts line-item data from bank statements, invoices, and receipts and returns clean, reconciled spreadsheets and accounting exports for bookkeepers, firms, and finance teams.
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Quick Overview
Best for: Finance
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Finance
Pricing snapshot
Freemium from $24/month · billed yearly (2,400 pages/year)
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ledgerbox
LedgerBox converts financial documents—bank statements, invoices, and receipts—into clean, reconciled spreadsheets and accounting exports. Users drop PDF, JPG, PNG, or HEIC files (up to 120 pages) and receive every row and column extracted exactly as printed, with uncertain rows flagged and preserved rather than aggregated or dropped. The product is aimed at bookkeepers, small accounting firms, finance teams, and enterprises; it supports QuickBooks and multiple export formats and emphasizes speed (under ~8 seconds on a 10-page statement) and measured accuracy.
AI-powered bank statement converter from PDF to Excel and CSV.
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Claim this listing for $29Key Features
File drop processing
Drag-and-drop or browse to upload PDF, JPG, PNG, or HEIC files (up to 120 pages) for automatic extraction.
Preserves every line item
Every row on the document is preserved in output; uncertain rows are returned flagged with a reason rather than omitted.
Multiple export formats
Export to CSV, XLSX, OFX, QBO and 10+ other formats (14 total) for spreadsheets and accounting software.
QuickBooks integration
One-click exports/imports to QuickBooks via QBO and other compatible formats.
Batch processing
Process up to 20 files concurrently in a single drop (batch processing available on paid plans).
Reconciliation
Includes balance reconciliation and outputs ready-to-import ledgers with categories and reconciled rows.
Performance & accuracy metrics
Published metrics: avg. read time ~7.8s for a 10-page consumer statement and row accuracy 99.3% measured across 12.4M extracted rows (revised quarterly).
Security & compliance
Bank-level encryption and GDPR compliance are included for data protection; higher-tier plans offer SSO and advanced security.
Pricing
10 free pages when you sign up
Starter
$24/month · billed yearly (2,400 pages/year)- All 14 export formats
- QuickBooks integration
- Balance reconciliation
- 30-day data retention
Pro
$40/month · billed yearly (6,000 pages/year)- Everything in Starter
- Batch processing (up to 20 files)
- Priority processing queue
- Priority support
Business
$82/month · billed yearly (14,400 pages/year)- Everything in Pro
- Team seats & collaboration
- 365-day data retention
- Dedicated account manager
Enterprise
Custom annual pricing (bespoke contract)- Unlimited pages (custom volume)
- Custom integrations & white-label
- On-premise deployment option
- SSO & advanced security
Use Cases
Solo bookkeepers and freelancers
Convert small volumes of client bank statements and receipts into reconciled spreadsheets quickly using the Starter plan (2,400 pages/year).
Small accounting firms
Manage multiple clients with batch processing, priority queueing, and priority support using the Pro plan (6,000 pages/year).
Teams and companies with high volume
Use the Business plan for larger monthly volume, team collaboration, longer data retention, and dedicated account support.
Enterprises requiring custom deployments
Custom integrations, on-premise deployment options, SSO, and a dedicated support team under bespoke enterprise contracts.
QuickBooks and accounting imports
Produce QBO/OFX exports to import transactions directly into accounting systems without re-keying or manual formula work.
Integrations
QuickBooks
Direct QuickBooks integration and QBO export for one-click import into QuickBooks.
Accounting software (OFX/QBO)
Export to OFX, QBO and other formats to import transactions into accounting systems.
Benefits
Limitations
Frequently Asked Questions
No verified FAQs are available.
Getting Started
- 1 Sign up (new accounts receive 10 free pages).
- 2 Drop or browse to upload a bank statement, invoice, or receipt (PDF/JPG/PNG/HEIC up to 120 pages).
- 3 Receive the extracted, reconciled spreadsheet and export in your chosen format (CSV, XLSX, QBO, OFX, etc.).
Support
Primary contact via [email protected]; average reply under 6 hours on weekdays.
in-app/ticketing
Every message is read by a human; bugs receive a ticket number and timeline.
phone & video (paid plans)
Phone and video support available on Business and Enterprise plans; priority support on Pro.
API
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