LedgerBox

LedgerBox is designed to convert financial documents into structured spreadsheets. It supports bank statements, invoices, receipts, pay stubs, purchase orders, tax forms, checks, merchant statements, and more, converting each item into a row with separate fields. It checks the totals on documents and flags values that cannot be verified, aiding review before export.

LedgerBox works by detecting the table structure in uploaded documents, aligning columns, and extracting each line item exactly as printed.

The tool exports to Excel, CSV, QBO, or JSON files, with options to post approved rows to QuickBooks Online. Users can review flagged rows within the app and choose to approve, dismiss, or edit before exporting, ensuring alignment with source data.

LedgerBox is built to handle multiple document types and offers a client portal and API access. It encrypts data in transit and at rest, isolates each organization, and does not use customer documents to train models.

Use cases

• Convert bank statements to Excel or CSV for further processing.