LedgerBox
AI bank statement converter for PDF files. Extract transactions to Excel, CSV, or QBO, and
LedgerBox is a browser-based document extraction tool that converts PDFs and images of financial documents—including bank statements, invoices, receipts, pay stubs, purchase orders, tax forms, checks, merchant statements, and PDF tables—into structured rows. It checks extracted values against document totals and flags rows that do not match for user review before export, reducing manual data entry.
Supported exports include Excel, CSV, QuickBooks CSV, QBO, and JSON, with the ability to post approved rows to QuickBooks Online. Documents can be uploaded or forwarded by email. Features include balance reconciliation, a branded client portal, API access, webhooks, batch extraction, automations, and team collaboration. Documents are encrypted in transit and at rest, isolated by organization, and stored in the United States.
LedgerBox serves both individual businesses and accounting firms. A free plan covers up to 3 clients with a monthly page allowance, while the Firm plan bills per active client with shared pages. Business plans (Starter, Pro, Business) are page-based with unlimited users, available monthly or annually, and an Enterprise tier offers custom volume and integrations. A 14-day trial with an initial page allowance is available without a credit card.
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