LedgerDocs
AI-powered document management for bookkeepers and accountants
Founded
N/A
Starting Price
$3
Category
Finance & Accounting
Last updated March 25, 2026
About LedgerDocs
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.
Pros & Cons
Pros
- Purpose-built for bookkeepers and accountants with tailored workflows
- Automated bank statement fetching saves significant manual effort
- Strong OCR extraction reduces data entry time
- Multiple document collection channels including email and client portals
- Direct integration with major accounting platforms
Key Features
Automatic Bank Statement Fetching
Automatically fetch bank and credit card statements from financial institutions on a scheduled basis
OCR Data Extraction
Extract key data from receipts, invoices, and statements using optical character recognition
PDF-to-CSV/Excel Conversion
Convert PDF bank statements and financial documents into CSV or Excel format for easy import
Multi-Channel Document Collection
Collect documents via email forwarding, mobile app uploads, scanner integration, and client request links
Rapid Bookkeeping Tool
Bulk import and categorize transaction data for faster bookkeeping workflows
Accounting Software Integration
Direct integration with QuickBooks Online, Xero, and FreshBooks for seamless data transfer
Duplicate Detection
Automatically detect and flag duplicate documents to prevent double-entry errors
Pricing
Fetch
$3/fetch
- Automatic bank statement fetching
- PDF-to-CSV conversion
- Secure cloud storage
Collaborate
$7.74/client/month
Best For
Bookkeeper Document Collection
Streamline client document gathering with email forwarding, upload portals, and automated reminders
Bank Statement Automation
Automatically fetch and convert bank statements to importable formats for accounting software
Receipt and Invoice Processing
Extract data from client receipts and invoices using OCR for faster bookkeeping entry
Multi-Client Practice Management
Organize documents by client with private folders, duplicate detection, and secure cloud storage
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