ledgerbox

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.

ledgerbox is finance software teams evaluate for finance. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Freemium API Enterprise 75/100
#68 in Finance (68 tools)
Added 1 year ago
Data reviewed Jul 15, 2026

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)

Next step

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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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Key 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

Free Tier Available

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

Saves time by eliminating manual re-keying and preparing ready-to-import accounting exports.
High extraction fidelity—every printed row is preserved and uncertain items are flagged for review.
Fast processing with a published average read time and batch capabilities to handle multiple files.
Wide export compatibility (14 formats) including QuickBooks-compatible QBO and OFX.
Enterprise features available: on-premise deployment, SSO, dedicated account management, and SLA guarantees.
Built-in security and compliance: bank-level encryption and GDPR compliance.

Limitations

Maximum single-file size: up to 120 pages per uploaded document.
Concurrent batch processing limit documented as 20 files processed concurrently in a single drop (plan-dependent).
Data retention limits vary by plan (30-day retention on Starter; 365 days on Business; enterprise offers custom retention).

Frequently Asked Questions

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Getting Started

  1. 1 Sign up (new accounts receive 10 free pages).
  2. 2 Drop or browse to upload a bank statement, invoice, or receipt (PDF/JPG/PNG/HEIC up to 120 pages).
  3. 3 Receive the extracted, reconciled spreadsheet and export in your chosen format (CSV, XLSX, QBO, OFX, etc.).

Support

email

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

Available: Yes

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