LedgerDocs

LedgerDocs is document management software for bookkeeping firms and accountants. It collects client documents and statements in one place and uses AI to extract and organise them. The company reports almost a decade of experience in the bookkeeping industry.

What LedgerDocs offers

• Bank statement fetching — pulls statements automatically, or generates them from transactions.
• Centralised document hub — replaces email threads and shared folders with one organised space.
• Invoice and receipt capture — extracts data from uploaded documents.
• PDF to CSV conversion — turns statements and invoices into spreadsheet data.
• Flexible uploads — documents arrive by email, bulk drag and drop or mobile.

Who it works with

Bookkeeping and accounting firms handling large document volumes. It works alongside accounting software such as QuickBooks, Sage 50, Xero and FreshBooks.

Key facts

• Compatible with: QuickBooks, Sage 50, Xero and FreshBooks