Added Oct 29, 2026
LedgerBox
Freemium · $9/moBank statement PDF converter that checks totals
What is LedgerBox?
LedgerBox converts PDF bank statements into Excel, CSV or QBO files by extracting every transaction. It checks the statement totals and flags rows that do not match, so bookkeepers and tax firms can review before export.
Upload a statement and the tool extracts the table, categorises rows and reconciles balances, then exports to Excel, CSV, QuickBooks CSV, QBO or JSON. Paid plans send data straight to QuickBooks Online, and CSV or Excel files work with Xero.
Firms get a client portal with document requests and unlimited users, and there is an API with an open-source SDK, webhooks, batch extraction and email forwarding. Usage is measured in pages per month.
Features
- PDF statement extraction
- Total checks and mismatch flags
- Excel, CSV, QBO and JSON export
- QuickBooks Online sync
- Client portal
- API and webhooks
Tags
Releases
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Organization
LedgerBox
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Freemium
- Paid options from
- $9/mo
- Billing frequency
- Monthly
LedgerBox plans
Free
Free
- Up to 3 clients
- 30 pages a month
- Excel, CSV and JSON exports
Firm
$9/mo
- Per client
- 50 pages per client, shared
- $0.20 per extra page
Starter
$25/mo
- 60 pages a month
- Balance reconciliation
- API access
Pro
$135/mo
- 640 pages a month
- Webhooks
- Batch extraction
- Email forwarding
Business
$340/mo
- 2,000 pages a month
- Team collaboration
- Priority support
Prices in USD, checked Oct 29, 2026. Plans change often, so confirm on the LedgerBox site.Official pricing
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Pros and cons
Pros
- Flags rows that do not reconcile
- Free plan for up to 3 clients
- Many export formats including QBO
Cons
- Free plan is capped at 30 pages a month
- Xero is supported only through CSV or Excel
- Per-client pricing adds up for larger firms
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Q&A
What is LedgerBox?
LedgerBox converts PDF bank statements into Excel, CSV or QBO files by extracting every transaction. It checks the statement totals and flags rows that do not match, so bookkeepers and tax firms can review before export.
Does LedgerBox work with Xero?
Use CSV or Excel exports with Xero. QBO and QuickBooks CSV exports are available on paid plans for QuickBooks.
Is there an API for LedgerBox?
Yes. API access and an open-source SDK come with the paid plans, and higher plans add webhooks and batch extraction.
How much does LedgerBox cost?
LedgerBox is freemium, with paid plans from $9/mo.
Is there a free version of LedgerBox?
Yes. LedgerBox has a free plan, and paid plans add more usage and features.
What are the main features of LedgerBox?
PDF statement extraction, Total checks and mismatch flags, Excel, CSV, QBO and JSON export, QuickBooks Online sync, Client portal, API and webhooks.
Who makes LedgerBox?
LedgerBox is made by LedgerBox.
What are the best alternatives to LedgerBox?
Popular alternatives include Nanonets, Rossum, V7 Go.