LedgerBox
Extract financial documents into reviewed, reconciled rows for accounting exports and automated workflows.
About LedgerBox
LedgerBox extracts structured data from bank statements, invoices, and receipts. It accepts PDF, JPG, PNG, and HEIC files, processes each row, categorizes entries, reconciles totals, and flags uncertain rows before export. Outputs include Excel, CSV, QBO, and JSON, while paid plans also include QuickBooks file exports, balance reconciliation, API access, and an open-source TypeScript SDK. Pro adds webhooks, direct posting to QuickBooks Online, and batches of up to 20 files. Pricing is based on pages read: Starter includes 300 pages, Pro 750, and Business 2,000 per billing period, with per-page overage charges after those allowances. The 14-day trial includes 200 pages and requires no credit card; processing pauses at the cap instead of creating a bill. This structure suits bookkeepers, accounting firms, and development teams that need repeatable extraction, review, and export workflows, but page volume, retention, collaboration, and automation features vary by plan.
Best for
Best use cases
Convert a monthly stack of bank statements into reconciled spreadsheet rows before completing the close.
Process invoices and receipts in batches, review flagged entries, and send approved results into QuickBooks Online.
Embed financial-document extraction in an application through the SDK, API polling, or signed webhook events.
Compare before choosing
Every paid tier includes the same core export formats, while higher tiers primarily increase page volume and workflow capabilities.
Starter supports API access but not webhooks; Pro adds webhooks, batch processing, and direct QuickBooks Online posting.
Business adds team collaboration and 365-day retention, while Enterprise covers custom integration, deployment, and security needs.
Features
Extract financial documents
Turn bank statements, invoices, and receipts into structured rows while flagging uncertain entries for review.
Prepare accounting exports
Export approved data to Excel, CSV, QBO, or JSON, including QuickBooks-compatible files on every paid plan.
Automate document workflows
Use the API and open-source TypeScript SDK on every paid plan, with webhooks and batch processing available from Pro.
Pros
- Every paid plan includes Excel, CSV, QBO, and JSON exports plus API and open-source SDK access.
- Uncertain rows are flagged before export, which creates a defined review point instead of silently dropping entries.
- Monthly and yearly tiers publish clear page allowances, retention periods, and per-page overage rates.
Cons
- Usage is page-metered, so recurring high-volume workloads can incur overage charges beyond the plan allowance.
- Webhooks, batch processing, and direct QuickBooks Online posting require Pro or a higher subscription.
- Starter retains data for 30 days, while team collaboration and 365-day retention require Business.
Pricing Plans
Starter
- 300 pages per billing period
- Excel, CSV, QBO, and JSON exports
- QuickBooks CSV and QBO file exports
- Balance reconciliation
- API access and open-source SDK
- 30-day data retention
- Email support
Pro
- 750 pages per billing period
- Everything in Starter
- Webhooks
- Send to QuickBooks Online
- Batch processing for up to 20 files
- Priority processing queue
- Priority support
Business
- 2,000 pages per billing period
- Everything in Pro
- Team seats and collaboration
- 365-day data retention
- Dedicated account manager
- Phone and video support
Enterprise
- Custom page volume
- Everything in Business
- Custom integrations and white-label options
- On-premise deployment option
- SSO and advanced security
- 99.9% uptime SLA
- Dedicated support team
- Onboarding and training
* Pricing information is for reference only. Please refer to the latest announcement on LedgerBox's official website.