
AI-powered document management for bookkeepers and accountants
LedgerDocs is a cloud-based document management platform designed specifically for bookkeepers and accountants. It automates bank statement fetching from financial institutions, extracts data from receipts and invoices using OCR, and converts PDFs to CSV/Excel for rapid bookkeeping. Features include email-based document collection, client request portals, duplicate detection, and direct integrations with QuickBooks Online, Xero, and FreshBooks.
Automatically fetch bank and credit card statements from financial institutions on a scheduled basis
Extract key data from receipts, invoices, and statements using optical character recognition
Convert PDF bank statements and financial documents into CSV or Excel format for easy import
Collect documents via email forwarding, mobile app uploads, scanner integration, and client request links
Bulk import and categorize transaction data for faster bookkeeping workflows
Direct integration with QuickBooks Online, Xero, and FreshBooks for seamless data transfer
Automatically detect and flag duplicate documents to prevent double-entry errors
Streamline client document gathering with email forwarding, upload portals, and automated reminders
Automatically fetch and convert bank statements to importable formats for accounting software
Extract data from client receipts and invoices using OCR for faster bookkeeping entry
Organize documents by client with private folders, duplicate detection, and secure cloud storage

Automate proposals, agreements, billing, and payments for professional services

AI-native accounting software for startups and accounting firms

Modern ERP for freelancers and SMEs — simple, fast, and Peppol-compliant

Proposal and pricing software built specifically for accounting firms
Bank-level encrypted cloud storage with private folders and role-based access controls
Send document requests to clients with secure upload links and automated reminders
Capture and upload receipts and documents on the go via iOS and Android apps
Prepare and categorize transaction data for bulk import into QuickBooks, Xero, or FreshBooks

Business management software for freelancers, agencies, and consultancies