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The Best Document Management Software for Accountants and Bookkeepers

LedgerDocs is a leading bookkeeping document management software that helps bookkeepers, accountants, and small businesses securely collect, store, organize, and share financial documents in the cloud. With features like automatic bank statement fetching, automated receipt and invoice scanning and OCR data entry into QuickBooks Online, and PDF to CSV conversion tools.

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The Simple, Smart, and All-Inclusive
Document Management Software for Accounting Firms

Automatic Bank Statement Fetching

Get statements and transactions automatically—no bank logins, no chasing clients for PDFs

PDF to CSV Made Easy

Convert messy PDFs into clean CSV or Excel files in seconds for faster imports and historical clean-ups.

Smart Invoice & Receipt Capture

Scan receipts and invoices and push clean data straight into QuickBooks Online—cutting manual entry, errors, and reconciliation time.

Tailor-Made for Bookkeepers, Accountants and Small Businesses Owners

Our comprehensive suite of tools is designed to simplify and automate receipt, invoice and bank statement collection, data entry and storage for bookkeepers, accountants, or business owners who manage financial documents.

OUR MISSION

Our mission is to end document chasing in bookkeeping by automating the collection and management of bank statements, invoices, receipts, and financial documents—saving time for accountants, bookkeepers, and their clients.

Real Results from Real Bookkeepers

With LedgerDocs, managing, accessing, and sharing documents becomes effortless, no matter where you are. Here’s what some of our customers say about the benefits of our cloud-based document management and automatic bank statement fetching platform, LedgerDocs.

⭐⭐⭐⭐⭐
Best customer service / great product

I just wanted to commend the team at LedgerDocs. I’ve never had such responsive support. I asked about job costing to a COGS account and auto-adding sales tax, fully expecting a generic “not at the moment” response. Instead, the team actually released improvements based on my feedback that same week.

I am so impressed with you guys. No other company has ever truly listened and followed through on updates that make my job easier. Not only did you improve the software, you also made me feel seen as a real person. The LedgerDocs team is truly exceptional—other companies should strive to provide this level of customer service.
— jjantell03, United States
⭐⭐⭐⭐⭐
Phenomenal Customer Service!

Choosing software can be overwhelming, but I decided to try LedgerDocs based on features and pricing that worked best for my clients. I started with the free trial and had a few issues that were resolved almost immediately by customer service—specifically Filip.

I’ve since upgraded to a paid subscription and have been very happy with the app. It works as advertised and has been a great way for my clients to securely transfer and store documents online. It’s well laid out and easy to use for both me and my clients.

I don’t usually write reviews, but the fast and efficient customer service truly stood out. Five stars for Filip!
- BreeSamara
⭐⭐⭐⭐⭐
A Must Have! Time saver, Organizer, QBO import!

After trying this app for a bit and watching the webinars, I bought this for a few of my clients so I can just scan their bag of receipts to go into QBO with scan snap and it works perfectly. This is helping me to become paperless, organized and save so much time of data entry. I'll be buying more for sure at this price! Customer service is seriously amazing. Love this app
- ShannonKlymchuk
⭐⭐⭐⭐⭐
A Must Have

LedgerDocs is a must have! It has made my life so much easier! Posting directly into QBO is such an asset and attaching the document to the transaction is all one step. My processing time has decreased tremendously. Also the search abilities are so handy and quick. I set all my clients up on LedgerDocs. Having them upload/email documents is great, as I don't need to download & save all the documents out of my email anymore
- Andrea92
⭐⭐⭐⭐⭐
Ease of Use/Seamless Integration

This application is a must if you want to take control of receipts, bills and expenses. Simply convert your receipt to a PDF (if it is not already) and email it off to LedgerDocs. Seamlessly enter the transaction in LedgerDocs and it integrates with QB Online with the account properly charged and the PDF attached to the item.
- BethB
⭐⭐⭐⭐⭐
Ledgerdocs is the bomb!

Ledgerdocs IS super easy to use. It's a great addition to Quickbooks Online and a must-have for anyone who likes to save paper, and time!

More and more of our clients are finding Lerdgerdocs is the right tool for them--snapping pictures of receipts and leaving the rest to us: bookkeepers!

Ledgerdocs support is just as stellar--they won't give up until they've found a solution. They listen.

Thanks Ledgerdocs!
- Homeroom Team
⭐⭐⭐⭐⭐
The Key to Virtual Accounting Services

Excellent method to attach supplier bills to QBO transactions. As an accountant I have tried all the document management software on the App market but nothing integrates seamlessly with QBOA like Ledgerdocs. Love the private email address and the mobile App.
- RemoteController
⭐⭐⭐⭐⭐
Exceptional Customer Service

The customer service and support from the engineers. Whenever there is a connection break, the representative responds usually in less than 30 minutes.
⭐⭐⭐⭐⭐
Best customer service / great product

I just wanted to commend the team at LedgerDocs. I’ve never had such responsive support. I asked about job costing to a COGS account and auto-adding sales tax, fully expecting a generic “not at the moment” response. Instead, the team actually released improvements based on my feedback that same week.

I am so impressed with you guys. No other company has ever truly listened and followed through on updates that make my job easier. Not only did you improve the software, you also made me feel seen as a real person. The LedgerDocs team is truly exceptional—other companies should strive to provide this level of customer service.
— jjantell03, United States
⭐⭐⭐⭐⭐
Phenomenal Customer Service!

Choosing software can be overwhelming, but I decided to try LedgerDocs based on features and pricing that worked best for my clients. I started with the free trial and had a few issues that were resolved almost immediately by customer service—specifically Filip.

I’ve since upgraded to a paid subscription and have been very happy with the app. It works as advertised and has been a great way for my clients to securely transfer and store documents online. It’s well laid out and easy to use for both me and my clients.

I don’t usually write reviews, but the fast and efficient customer service truly stood out. Five stars for Filip!
- BreeSamara
⭐⭐⭐⭐⭐
A Must Have! Time saver, Organizer, QBO import!

After trying this app for a bit and watching the webinars, I bought this for a few of my clients so I can just scan their bag of receipts to go into QBO with scan snap and it works perfectly. This is helping me to become paperless, organized and save so much time of data entry. I'll be buying more for sure at this price! Customer service is seriously amazing. Love this app
- ShannonKlymchuk
⭐⭐⭐⭐⭐
A Must Have

LedgerDocs is a must have! It has made my life so much easier! Posting directly into QBO is such an asset and attaching the document to the transaction is all one step. My processing time has decreased tremendously. Also the search abilities are so handy and quick. I set all my clients up on LedgerDocs. Having them upload/email documents is great, as I don't need to download & save all the documents out of my email anymore
- Andrea92
⭐⭐⭐⭐⭐
Ease of Use/Seamless Integration

This application is a must if you want to take control of receipts, bills and expenses. Simply convert your receipt to a PDF (if it is not already) and email it off to LedgerDocs. Seamlessly enter the transaction in LedgerDocs and it integrates with QB Online with the account properly charged and the PDF attached to the item.
- BethB
⭐⭐⭐⭐⭐
Ledgerdocs is the bomb!

Ledgerdocs IS super easy to use. It's a great addition to Quickbooks Online and a must-have for anyone who likes to save paper, and time!

More and more of our clients are finding Lerdgerdocs is the right tool for them--snapping pictures of receipts and leaving the rest to us: bookkeepers!

Ledgerdocs support is just as stellar--they won't give up until they've found a solution. They listen.

Thanks Ledgerdocs!
- Homeroom Team
⭐⭐⭐⭐⭐
The Key to Virtual Accounting Services

Excellent method to attach supplier bills to QBO transactions. As an accountant I have tried all the document management software on the App market but nothing integrates seamlessly with QBOA like Ledgerdocs. Love the private email address and the mobile App.
- RemoteController
⭐⭐⭐⭐⭐
Exceptional Customer Service

The customer service and support from the engineers. Whenever there is a connection break, the representative responds usually in less than 30 minutes.
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FAQs

We love transparency and aim to answer your questions even before they pop into your head! Take a few minutes to check out the most frequently asked questions, and if you don’t see what you need, feel free to contact us at 855-317-0505 or email us here! 

Document management refers to the process of securely storing, organizing, and retrieving documents. LedgerDocs offers digital document management solutions specifically designed for bookkeepers, accountants, and small businesses.

Digital document management involves using cloud-based tools to automate document organization, sharing, and storage. LedgerDocs is a leading digital document management system designed specifically for bookkeepers and accountants.

LedgerDocs is a cloud document management system that helps small businesses, freelancers, and entrepreneurs to manage their financial documents. It is an easy-to-use tool that allows users to request and upload documents, and collaborate with their team members and clients.

Yes! LedgerDocs offers seamless QuickBooks Online integration, allowing users to sync financial documents directly with their accounting software.

Absolutely. LedgerDocs uses advanced AI-powered features like automated data entry systems and OCR receipt scanning software to eliminate manual data entry.

LedgerDocs is a trusted digital document safe, offering robust encryption, two-factor authentication, and regular backups to ensure your financial documents are secure.

You can get started with LedgerDocs by signing up for a free trial. Just follow the steps on the website and you can start organizing your financial documents right away.

Yes, LedgerDocs is ideal for document management for CPA firms, offering tools to handle high volumes of financial documents efficiently.

OCR (Optical Character Recognition) technology extracts key data from receipts automatically. LedgerDocs’ OCR receipt data extraction software speeds up document processing and ensures accuracy.

Yes, LedgerDocs is perfect for records digitization, converting physical documents into digital formats for better organization and accessibility.

Yes, LedgerDocs has a subscription-based pricing plan with monthly and annual plans. You can choose the plan that best suits your business needs.

The most popular file formats our users work with are PDF and images, but LedgerDocs is compatible with all other file formats typical for the bookkeeping and accounting industry.

Yes, LedgerDocs has a mobile app which is a great tool for scanning documents on the go, receiving instant notifications, and engaging in document-specific conversation by adding and responding to notes.  It is available for both Android and iOS devices.

LedgerDocs offers a live chat online help articles, tutorials, and a customer support team that is available to answer any questions you may have. You can also contact us by email. 

WEBINAR
LedgerDocs Webinar: Shift Gears – Move from Manual Document Management to Automatic
Saving You Time, Money, and Tears

Get ready to automate!

Join us on September 26 at 11:00 AM to learn how LedgerDocs can help free up an entire day each week by automating document management.

Date & Time: September 26, 2024 at 11:00 am PST
Ready to shift gears?
Register Now
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