LedgerBox
Extracts data from financial documents, reconciles totals, flags uncertain rows, and exports to Excel, CSV, and QuickBooks.
LedgerBox extracts data from financial documents such as bank statements, invoices, receipts, and tax forms, converting them into structured rows and reconciling totals. It serves finance and operations teams in mid-market and enterprise companies, integrating with QuickBooks and exporting to Excel and CSV. The platform flags uncertain data for review and offers a user-friendly interface with enterprise-grade security.
Key features
- Extracts data from bank statements
- Processes invoices and receipts
- Converts PDF tables to rows
- Reconciles totals before export
- Flags uncertain rows with reasons
- Exports to Excel, CSV, QuickBooks
- Integrates with QuickBooks and Xero
- Enterprise-grade security and encryption
- No social media activity within the last 30 days
GTM channels
- API
- Docs
ICP
- Finance accounting teams
- Operations teams
- Mid market companies