LedgerBox

AI-powered bank statement converter — extract financial data from PDFs to Excel, CSV, and QuickBooks formats automatically.

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ledgerbox.io
Verified API available
Quick facts
What is it AI-powered bank statement converter — extract financial data from PDFs to Excel, CSV, and QuickBooks formats automatically.
Pricing Paid — from $29/mo
Free tier No
Platform Web Application
API Yes
Best for converting bank statements to spreadsheet formats, automating financial data entry
Domain registered 2023

Data updated Aug. 1, 2026

What does LedgerBox do?

LedgerBox is an AI-powered financial document processing tool that automatically extracts data from bank statements, invoices, and receipts. It converts PDF financial documents into structured formats like Excel, CSV, JSON, and QuickBooks-compatible files, eliminating hours of manual data entry. The tool uses advanced AI and machine learning to accurately identify and extract transaction details, dates, amounts, and other critical financial information.

What sets LedgerBox apart is its specialized focus on accounting workflows. It offers bank-level encryption for security, batch processing for multiple files, and seamless integration with popular accounting software. The AI models are specifically trained on financial documents, resulting in higher accuracy rates compared to generic OCR tools. The platform also provides data validation features to ensure extracted information meets accounting standards.

This tool primarily benefits accounting professionals, bookkeepers, and small business owners who handle financial documentation regularly. Real-world use cases include monthly bookkeeping reconciliation, client financial data processing, and preparing records for tax season. By automating the most tedious aspect of financial work, LedgerBox allows professionals to focus on analysis and business growth rather than data entry.

#accounting automation#ai ocr#bank statement converter#document processing#financial data extraction#pdf to excel#quickbooks integration

Key features

What makes it stand out
01
AI-powered data extraction from bank statements, invoices, and receipts
02
Export to multiple formats including Excel, CSV, JSON, and QuickBooks
03
Bank-level encryption and secure document processing
04
Seamless integration with popular accounting software
05
Batch processing for handling multiple files simultaneously

Who is LedgerBox for?

Who benefits most from this tool
converting bank statements to spreadsheet formats
automating financial data entry
streamlining accounting workflows

Pricing

Basic

$29.0/month
  • 200 page conversions per month
  • Convert all files with one click
  • Excel & CSV export formats
  • QuickBooks integration
  • AI-powered OCR processing
  • 30 day data retention
  • Email support
  • Secure file upload

Pro

$49.0/month

Everything in Basic, plus:

  • 500 page conversions per month
  • Batch processing up to 20 files
  • Faster processing times
  • Data accuracy validation
  • Multiple export formats
  • API access (coming soon)
  • Priority email support

Business

$99.0/month

Everything in Pro, plus:

  • 1,200 page conversions per month
  • Team collaboration features
  • Advanced analytics dashboard
  • White-label options
  • 365 day data retention
  • Dedicated account manager
  • Phone & video support

Enterprise

Custom

Everything in Business, plus:

  • unlimited page conversions per month
  • Custom AI models
  • On-premise deployment option
  • 99.9% uptime SLA
  • SSO & advanced security
  • Custom integrations
  • Dedicated support team
  • Training & onboarding

Trust & presence

Domain Domain registered 2023

Gallery

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