Home / Document Collection, OCR & Data Entry
LedgerDocs
Document management for bookkeepers with automatic bank-statement fetching, a PDF-to-QBO converter and a client portal, publishing to QuickBooks and Xero.
| What the AI does | AI-powered OCR that extracts data from receipts, invoices and statements; AI-powered Rapid Bookkeeping Tool that automates expense categorization into QBO |
|---|---|
| Who it serves | Bookkeeping practices, Small CPA firms, Solo practitioners |
| Starting price | $18/mo (bank statement fetching, 6 statements); converter $19/mo; portal $19.75/company/mo |
| Pricing model | Per month by volume |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | AI Bookkeeping & Transaction Categorization |
| Works with | QuickBooks Online, Xero, FreshBooks, Dropbox, Canon & ScanSnap scanners |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
LedgerDocs is listed as a fit for solo practitioners and small firms, and the vendor names bookkeeping practices, small CPA firms and solo practitioners 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. It also fits the AI Bookkeeping & Transaction Categorization category.
What it costs
LedgerDocs starts at $18/mo (bank statement fetching, 6 statements); converter $19/mo; portal $19.75/company/mo, per month by volume. There is a free trial.
Good to know
LedgerDocs is document management for bookkeepers and accountants with the chore everyone hates built in: automatic bank-statement fetching, up to 24 months of history, so nobody chases statements. AI-powered OCR extracts data from receipts, invoices and statements, the Rapid Bookkeeping Tool automates expense categorization into QuickBooks Online, and a statement converter turns PDFs into CSV, Excel or QBO files; everything publishes to QuickBooks Online, Xero or FreshBooks and syncs with Dropbox and ScanSnap or Canon scanners. Fetching starts at $18/mo for six statements, the converter is $19/mo for 100 pages and the client bookkeeping portal $19.75 per company per month, with a 14-day trial and no card.
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