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AI toolsData & analyticsLedgerBox

Added Oct 29, 2026

LedgerBox

Freemium · $9/mo
LedgerBoxData & analytics views clicks to the websiteNo ratings
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Bank statement PDF converter that checks totals

PDF statement extractionTotal checks and mismatch flagsExcel, CSV, QBO and JSON exportQuickBooks Online syncClient portalAPI and webhooksFreemium · $9/mo
OverviewReleasesPricingAlternativesPros & ConsPromptsReviewsQ&A
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ledgerbox.io
LedgerBoxBank statement PDF converter that checks totalsVisit ledgerbox.io

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

Bank StatementsDocument ExtractionBookkeeping

Releases

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  1. ListedOct 29, 2026

    LedgerBox was added to the directory.

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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AI workflows that extract data from documents for finance and insurance

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Algodocs

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AI document extraction for invoices, IDs, bills of lading and more

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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

Prompts & results

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Reviews

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.

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