Designed to automate the way that you handle your
bookkeeping and accounting documents.

LedgerDocs was created to be the perfect hands-off Cloud document storage for businesses. Providing bookkeepers with a platform that does it all: document automation, collaboration, storage, and bank fetching all in one convenient spot.

Create an efficient document management workflow that saves time and keeps your data safe with LedgerDocs!

Document Management Features to cut out the back and forth

LedgerDocs with automated workflows for easy document collection and management and collaboration.

Automatic Bank Statement Fetching

Bank Statement Fetching saves you and your clients the time spent manually collecting bank and credit card statements

Powerful Integrations to Your System

We know how intimidating working with a new software app feels, especially in the beginning stages. Questions arise.

“Will I be able to use my other apps with LedgerDocs?”
“Can I upload my paper documents from my scanner directly to LedgerDocs?”
“Will this document management software work with QuickBooks Online or other accounting software?”

YES! LedgerDocs is always ready to connect and sync with your current financial tools and accept uploads from your favorite apps. You will not have to duplicate your efforts. Once connected, you can finally sit back and relax.

Powerful Integrations to Your System

We know how intimidating working with a new software app feels, especially in the beginning stages. Questions arise.

“Will I be able to use my other apps with LedgerDocs?”

“Can I upload my paper documents from my scanner directly to LedgerDocs?”

“Will this document management system work with QuickBooks Online or other accounting software?

YES! LedgerDocs is always ready to connect and sync with your current financial tools and accept uploads from your favorite apps. You will not have to duplicate your efforts. Once connected, you can finally sit back and relax.

Need Help Getting Set Up?

Experience LedgerDocs’ White Glove service: we’ve got your back with staff invites & easy account allocation, personalized setup, company creation, slick folder templates, and even custom emails for your crew.

Designed by Bookkeepers for Accounts & Bookkeepers

We get it – reviews are crucial for new clients to understand how awesome LedgerDocs is and all the different things it can do. Check out the reviews below, and you will gain insights into our user-friendly software, its extensive features, and our exceptional customer support. We offer various support options, including white glove onboard for companies with 10+ accounts. We are confident you will discover LedgerDocs as the ideal solution for your current and future needs.

Start your free trial today and learn how LedgerDocs is your best solution

Women on the phone
Women on the phone

Commonly Asked Questions

Welcome to the LedgerDocs FAQs, your one-stop resource for all the information you need to make the most out of our document management system.

LedgerDocs helps you streamline your financial business processes by automating the data entry process through the use of AI-bookkeeping technology. Plus, it allows file sharing, audit trails, and secure cloud storage. It is seriously a game-changer for all accountants and bookkeepers who want to enhance their business processes and improve customer relationship management issues.

LedgerDocs ensures the security of your data through AES-256-XTS encryption and daily backups to prevent data loss in case of disasters. It employs 256-bit SSL encryption, similar to bank-level security, for data transfer. Two-factor authentication is offered for all accounts, and users can effortlessly manage access permissions for folders and files.

The system supports a wide variety of file types, including PDF, JPEG, PNG, BMP, TIFF, GIF, XLS (and XLSX), DOC, DOCX, TXT, and CVS. Files can be uploaded using various methods, including direct upload from your computer, email, scanner, or mobile app.

Once connected, paper documents can up uploaded in seconds. Upload time may also depend on the size and complexity of the document, internet connectivity, and the current server load. Overall, you can expect quick uploads and processing speeds.

Like a file cabinet, except so much better. Users can tag business documents with keywords and organize them into folders and subfolders. You will be able to access documents quickly and use the version control option to stay current.

Yes! It’s the best way to automate reminders for unpaid invoices or bank statements that need to be reconciled.

Yes – our mobile app allows users to upload and view financial documents on the go.

Of course. We encourage it and know that one of the key features is the collaboration tools that are built into the system.

There are several convenient 24/7 support options available for our customers.
  • Knowledge Base: Our extensive knowledge base provides detailed instructions, articles, and videos to assist clients with how to use the platform.
  • Email Support: You can contact us for support by sending an email to support@ledgerdocs.com. The support team will respond as quickly as possible.
  • Live Chat: If you have a quick question or need immediate assistance, use the live chat feature.
  • Phone Support: You can also call us directly at (604) 210-3077. This is a toll-free number for our customers in North America.
  • Video Tutorials: Check out our video tutorials that will walk you through the easiest ways to use the platform.
  • Community Forum: Join our community and utilize the forum where customers can connect with one another and share experiences and insights.

Resources & Insights

Our Resources & Insights page is a comprehensive source of information on essential accounting, bookkeeping, and tax-related topics for small businesses and accounting professionals.

Our diverse array of resources include meticulously crafted articles, guides, webinars, and videos, all aimed at providing up-to-date insights into these critical areas.

We encourage you to use our Resource Centre often, and if there is a particular subject of interest, feel free to contact us here.

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