LedgerBox
LedgerBox is an AI-powered bank statement converter that extracts data from PDFs to Excel/CSV, supporting invoices, receipts, and financial documents with QuickBooks integration.
Last verified:
What is LedgerBox?
LedgerBox is an AI-powered bank statement converter that extracts data from financial documents including bank statements, invoices, and stacks of receipts. The tool reads every row from PDF, JPG, PNG, and HEIC files up to 120 pages and returns a clean, reconciled spreadsheet without aggregations, category guesses, or dropped rows. Uncertain rows are flagged with reasons rather than quietly rounded away.
Key features include AI-powered OCR processing with 99.3% row accuracy across 12.4 million extracted rows, batch processing of up to 20 files concurrently, and 14 export formats including CSV, XLSX, OFX, QBO, and QuickBooks integration. The platform processes a 10-page consumer statement in under 8 seconds (average 7.8 seconds) and includes balance reconciliation with opening and closing balances. No onboarding wizard or training data is required—users simply drop a file and get a spreadsheet.
LedgerBox is designed for solo bookkeepers, freelancers, small accounting firms, and growing businesses with high-volume financial data needs. The tool works with thousands of banks worldwide and integrates seamlessly with QuickBooks, Xero, and other accounting software. It features bank-level encryption, GDPR compliance, and 30-day to 365-day data retention depending on the plan.
LedgerBox pricing
Pricing model: Freemium
Four plans available: Basic ($24/month billed yearly, 2,400 pages/year, Excel & CSV export, QuickBooks integration, AI-powered OCR, 30-day data retention, email support), Pro ($40/month billed yearly, 6,000 pages/year, batch processing up to 20 files, faster processing, data accuracy validation, multiple export formats, priority email support), Business ($82/month billed yearly, 14,400 pages/year, team collaboration, advanced analytics dashboard, white-label options, 365-day data retention, dedicated account manager, phone & video support), Enterprise (custom annual pricing, unlimited conversions, custom AI models, on-premise deployment, 99.9% uptime SLA, SSO & advanced security, custom integrations, dedicated support team). All plans include automatic updates, bank-level encryption, and GDPR compliance. Free tier: 10 free page credits when signing up, or 1 page/24 hours for anonymous users.
LedgerBox pros
- 99.3% row accuracy across 12.4 million extracted rows
- Processes 10-page statements in under 8 seconds (avg 7.8s)
- Batch processing of up to 20 files concurrently
- 14 export formats including CSV, XLSX, OFX, QBO
- Direct QuickBooks integration without manual transfer
- No aggregations, no category guesses, no dropped rows
- Uncertain rows flagged with reasons instead of hidden
- Works with PDF, JPG, PNG, HEIC up to 120 pages
- Works with thousands of banks worldwide
- 10 free page credits when you sign up
- Free tier: 1 page conversion every 24 hours (anon)
- Bank-level encryption and GDPR compliance
- No onboarding wizard or auto-playing demo
- No training data or model picker required
- Balance reconciliation with opening/closing balances
- Email support with under 6 hours weekday reply
- 4.9/5 rating trusted by 10,000+ users
- Save 20% with annual billing on all plans
LedgerBox cons
- No free tier beyond sign-up credits for authenticated users
- API access only coming soon (not yet available)
- 30-day data retention on Basic plan only
- Max 120 pages per file limit
- 4MB max file size for receipt uploads
- No phone support on Basic or Pro plans
- White-label options only on Business plan
- On-premise deployment only on Enterprise plan
Frequently asked questions about LedgerBox
What file formats does LedgerBox accept?
LedgerBox accepts PDF, JPG, PNG, and HEIC files up to 120 pages. For receipt uploads specifically, PDF files only with a 4MB maximum file size.
What export formats are available?
LedgerBox offers 14 export formats total including CSV for review, XLSX for workbooks, OFX for accounting software, QBO for QuickBooks, plus JSON, Excel, and Google Sheets formats.
How accurate is LedgerBox's data extraction?
LedgerBox achieves 99.3% row accuracy measured across 12.4 million extracted rows. The platform uses proprietary OCR and computer vision technology with AI-powered processing to ensure precise data extraction.
How fast is the processing time?
LedgerBox processes a 10-page consumer statement in under 8 seconds (average 7.8 seconds). Users will have an extracted spreadsheet in under ten seconds with no configuration needed.
Does LedgerBox integrate with QuickBooks?
Yes, LedgerBox includes direct QuickBooks integration with QBO export format. The tool eliminates manual data transfer or reconciliation, allowing one-click import into QuickBooks.
Can I process multiple files at once?
Yes, LedgerBox supports batch processing of up to 20 files concurrently in a single drop. This feature is included in Pro and Business plans.
What documents can I convert with LedgerBox?
LedgerBox converts bank statements, vendor invoices, and receipts. It handles rotated phone photos of receipts, 120-page corporate statements, and works with thousands of banks worldwide.
Is there a free trial or free tier?
Yes, LedgerBox offers 10 free page credits when you sign up. Anonymous users can convert 1 page every 24 hours always free. No credit card is required for the free tier.
How is data retained and secured?
LedgerBox uses bank-level encryption and secure processing with GDPR compliance. Data retention varies by plan: 30 days on Basic, 365 days on Business. Enterprise includes SSO and advanced security.
What support options are available?
Basic plan includes email support. Pro gets priority email support. Business includes phone & video support plus a dedicated account manager. Enterprise has a dedicated support team with training and onboarding. Average reply time is under 6 hours on weekdays via [email protected].