Smarter Document & Collaboration Management Software for Bookkeepers and Accountants
Built For Bookkeepers and Accountants
Unlike generic document management solutions, LedgerDocs was designed by professionals who understand the unique workflow challenges of bookkeeping and accounting. We’ve created an intuitive platform to help you collect, organize, and collaborate on financial documents effortlessly. Say goodbye to the tedious aspects of bookkeeping, and let LedgerDocs handle the automation.
Automatic Data Extraction and Entry
Simplify your document management with LedgerDocs’ Automatic Data Extraction and Entry feature. Capture receipts and invoices instantly with our mobile app by taking a quick photo or using integrated scanners like Scansnap or Canon. Once uploaded, LedgerDocs automatically extracts key data—such as totals, vendor information, and dates—using powerful OCR (Optical Character Recognition) technology. The extracted data is posted directly to QuickBooks Online , with the original source file attached for easy reference. All documents are securely organized within LedgerDocs, ready when you need them—no more manual data entry or missing receipts. Just streamlined, error-free bookkeeping.
Customer and Supplier Rules
Automate your document categorization with Customer and Supplier Rules in LedgerDocs. As a bookkeeper or accountant, sorting and labeling documents from familiar sources can be time-consuming and prone to errors. With LedgerDocs, create custom rules for each supplier or customer to automate the categorization process. These rules ensure consistent and accurate handling of all future documents, saving you time and reducing mistakes.
Merge and Convert PDFs without Additional Software
LedgerDocs’ PDF Management Tools make your document workflow easier than ever. Split long PDFs, merge multiple PDFs into one, or convert image files to PDFs for better organization—all within one platform. You can also convert PDFs to images and edit or rearrange pages as needed. These tools simplify document handling, saving you time and improving your efficiency.
Convert PDF Bank Statements to CSV
Effortlessly convert PDF bank statements into CSV files for quick imports into your accounting software. Simplify reconciliations and reduce manual data entry, saving time and improving accuracy—perfect for bookkeepers and accountants.
Automate Document Requests & Reminders
Chasing down documents from clients can feel like a full-time job. With Scheduled Reminders & Document Requests, LedgerDocs acts like your personal assistant—gently reminding clients to submit necessary documents until they are all collected. Let LedgerDocs automate this process, so you can focus on what matters.
Automate Email Uploads with Forwarding Rules
Create unique email addresses for each client, allowing them to easily upload documents directly to LedgerDocs. With Forwarding Rules, subject lines and additional text are stored as notes, keeping everything organized and searchable for effortless document management.
Simple Collaboration with Document Note Mentions & Notifications
LedgerDocs makes team communication easy. With our Document Notifications and Note Mentions feature, you can leave notes, tags, and reminders directly at the document level. This eliminates endless email chains, helping you and your clients stay on the same page.
Powerful Search & Duplicate Detection
Find documents quickly with Quick Search by file name, notes, and more. Advanced Search lets you search by date, folder, and tags for even more specific results. Plus, Duplicate Detection automatically removes duplicates, saving you time and effort!
Private Folders
Stay organized with Private Folders in LedgerDocs. Create and manage folders with customized access levels for each user. Your data is backed up regularly, ensuring no documents are ever lost, and you can access them from anywhere with an internet connection.
Unlimited Document Storage
With Unlimited Document Storage*, you never have to worry about running out of space for your financial documents. Safely store an unlimited* number of files—receipts, invoices, and more—without any additional fees or restrictions.
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FAQs
Document management software for accountants is a digital solution designed to simplify the document management and digitization process for accounting and bookkeeping professionals. LedgerDocs helps bookkeepers and accountants securely organize, store, and retrieve financial documents in a cloud-based system. With automated document categorization, OCR data extraction, and seamless QuickBooks integration, LedgerDocs ensures that managing client records is efficient, organized, and secure.
Digitizing documents for your accounting firm is simple with LedgerDocs’ document digitization tools. You can:
- Scan paper receipts, invoices, and financial statements using OCR receipt scanning and invoice data extraction.
- Upload digital documents into our secure filing system for easy access.
- Organize and retrieve documents quickly with advanced search and tagging features.
With our cloud document management platform for accounting firms, your files are always accessible—anytime, anywhere.
Yes! LedgerDocs’ workflow automation software allows you to create rules to automate financial document categorization. You can:
- Set up custom rules for suppliers and clients to automatically sort and label receipts, invoices, and expenses.
- Automate transaction matching for seamless reconciliations and reporting.
This feature ensures consistency and accuracy, eliminating the need for manual sorting.
With LedgerDocs’ PDF management tools, you can:
- Merge PDF documents for better organization.
- Convert PDFs to CSV files for importing bank statements and transaction data into accounting software.
- Convert PDFs to images and split long PDFs for enhanced document organization.
This eliminates the need for additional software, keeping your document workflow simple and efficient.
The best document management software for small businesses includes:
- A secure filing system to keep financial documents safe.
- Cloud document management for easy access.
- QuickBooks document management integration for seamless bookkeeping.
LedgerDocs provides all these features, ensuring that small businesses and accounting firms never lose an important file again.
Yes! With LedgerDocs’ email and collaboration features, you can:
- Automate email uploads so clients can send documents directly into your LedgerDocs account.
- Share files online securely with team members and clients.
- Use real-time document notifications and tagging to improve communication.
This ensures that everyone has access to the latest files without the hassle of back-and-forth emails.
