LedgerDocs

LedgerDocs is a cloud document collection and management platform built for accounting and bookkeeping firms, giving clients a secure portal to upload receipts, invoices, and financial records, with matching and organisation into a structured digital filing system.

How accounting firms use it

It targets the collection problem rather than the keying problem. In most monthly bookkeeping engagements the delay is not processing documents but obtaining them — clients forward some by email, hand over others at the last minute, and forget the rest. Giving clients a branded portal they can drop files into whenever it suits them moves the work to the point where it is easiest to do.

Once documents arrive they are organised per client and period, searchable, and retained in an audit-ready structure, which removes the parallel filing system most firms otherwise maintain alongside the ledger.

Key features

Client uploads work through a branded portal, email forwarding, or mobile capture, so clients can use whichever route they will actually adopt. Documents route into the correct client workspace automatically.

Data extraction reads receipts and invoices and matches them to transactions, with the source image staying linked to the resulting entry. Firm-side workflow covers review states, so staff can see which documents are processed and which still need attention.

Integrations push documents and extracted data into QuickBooks Online, QuickBooks Desktop, and Xero.

Who it’s best for

Small and mid-sized bookkeeping firms wanting to digitise client document intake without changing their accounting platform, particularly those where chasing clients is the main constraint on turnaround.

Firms whose primary need is high-volume data extraction with sophisticated supplier rules will get more from Dext, AutoEntry, or Datamolino. Hubdoc is effectively free for Xero-based firms and better at automatic retrieval of recurring statements.