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LedgerBox
Converts PDF and scanned bank statements into Excel, CSV or QBO files, checks every balance against the statement and posts to QuickBooks Online.
| What the AI does | 'AI bank statement converter for PDF files' - AI extraction of statements, invoices, receipts and pay stubs; rows that do not add up are flagged with the reason; documents 'never used to train models' |
|---|---|
| Who it serves | Bookkeeping practices, Tax offices, Small CPA firms |
| Starting price | Free plan (firms: up to 3 clients, 30 pages/mo); Firm $9/client/mo; Starter $25/mo (60 pages) |
| Pricing model | Per client/month (firm plan); subscription (page-based tiers for one business) |
| Free trial | Free plan available |
| Best fit | Solo practitioner, Small firm |
| Category | Document Collection, OCR & Data Entry |
| Works with | QuickBooks Online, QuickBooks Desktop, Xero, Excel, API |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
LedgerBox is listed as a fit for solo practitioners and small firms, and the vendor names bookkeeping practices, tax offices and small CPA firms on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping.
What it costs
LedgerBox has a free plan to start: Free plan (firms: up to 3 clients, 30 pages/mo); Firm $9/client/mo; Starter $25/mo (60 pages).
Good to know
LedgerBox converts PDF and scanned bank statements into Excel, CSV or QBO files, checks every balance against the statement and can post straight to QuickBooks Online or Xero, and it has a plan written for bookkeeping and tax firms: free for up to three clients and 30 pages a month, then $9 per client per month ($7 on a 12-month term) with 50 pages per client pooled across the firm and 20 cents a page beyond that. Single-business plans start at $25/mo for 60 pages, unlimited users on every plan, and rows that don't add up are flagged with the reason. Documents are never used to train models.
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