LedgerBox

AI Bank Statement Converter is an AI-powered document processing tool designed for accountants and bookkeepers to extract data from PDFs of bank statements, invoices, receipts, and more. It emphasizes accuracy, speed, security, and seamless integration with popular accounting software. The platform targets automated data extraction, multi-format conversions, and streamlined workflows to reduce manual data entry and processing time.

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How it works

1. Upload financial documents (bank statements, invoices, receipts) in supported formats (PDF, etc.).
2. The AI-powered system extracts key data points (dates, amounts, balances, line items, vendor names, etc.).
3. Convert extracted data into preferred formats (Excel, JSON, CSV, QuickBooks Online) for immediate use in your accounting workflow.
4. Integrate with accounting software like QuickBooks, Xero, and other tools to maintain a smooth, end-to-end process.
5. Secure processing with bank-level encryption and secure cloud storage to protect sensitive financial data.

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Key Benefits

• Automated data extraction to save hours of manual entry.
• Multi-format conversion: Excel, JSON, CSV, and QuickBooks Online formats.
• Tailored for accounting workflows with seamless software integrations.
• High accuracy with advanced AI to minimize errors.
• Strong security: bank-level encryption and secure processing.
• Significantly reduce bookkeeping time (up to ~80% reported).

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Features

• Multi-Format Conversion: Convert bank statements, invoices, and receipts into Excel, JSON, CSV, and QuickBooks Online formats.
• AI-Powered Accuracy: High-precision data extraction to minimize manual corrections.
• Industry-Focused Design: Built specifically for accounting workflows.
• Data Security: Bank-level encryption and secure processing.
• Bleeding Edge Processing: Proprietary AI models for fast and accurate processing.
• Integration Ready: Smoothly connects with popular accounting software and tools.

Pricing & Plans

• Basic: $24/month – 2,000 page conversions, 30-day data retention.
• Pro: $40/month – 5,000 page conversions, 30-day data retention.
• Biz: $82/month – 12,000 page conversions, 30-day data retention.
• Custom plans available for higher-volume needs.

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Who is it for?

• Accountants, bookkeepers, and finance teams looking to modernize financial document processing.
• Firms needing reliable, scalable AI-driven data extraction and integration with existing accounting ecosystems.

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Safety & Compliance

• Designed for business use with enterprise-grade security and data handling practices. Ensure you comply with local data protection regulations when processing client data.

How to Get Started

• Choose a plan, upload your documents, and begin extracting data and converting files for immediate use in your accounting tools.

Core Features

• Automated Data Extraction from PDFs and other documents
• Multi-Format Output: Excel, JSON, CSV, QuickBooks Online formats
• Seamless Integrations with QuickBooks, Xero, and more
• Bank-level Encryption and Secure Cloud Storage
• Fast, Precise AI-driven processing tailored for accounting
• Customizable workflows for standard accounting processes