Turn Your Documents Into Expense Reports
Skip the Spreadsheet. Start With Your Documents.
Creating an expense report shouldn’t mean starting with a blank Excel template and entering every expense by hand.
With LedgerDocs, simply select the receipts, invoices, and other documents you want to include. LedgerDocs uses proprietary document intelligence to extract important information like:
● Vendor
● Customer
● Subtotal
● Tax
● Total
The information is organized into a spreadsheet-style report that you can review and edit directly in LedgerDocs.
Create an Expense Report in 3 Simple Steps
1. Select Your Documents
Choose the receipts, invoices, or other supporting documents you want to include in your report.
2. Build Your Report
Click Add to Expense Report, create a new report or add to an existing one, and let LedgerDocs extract the key information.
3. Review & Export
Review and edit your report alongside the supporting documents, then export it as a PDF, Word document, CSV, XLSX, and more.Keep Every Expense Connected to Its Documentation
An expense report is only as useful as the documentation behind it.
LedgerDocs automatically combines your expense report and its supporting documents into one shareable PDF. Each document is assigned a page number in the PDF and linked to the corresponding entry in your report.
Need to verify an expense?
Click the page number and jump straight to the supporting document.
No searching through folders. No hunting for receipts. Your report and documentation stay connected.
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.
