Unused credits do not roll over, so you waste them in quiet months and run out during tax season.
Inbox Ledger firm plans share one annual invoice pool, and top-up credit packs never expire.
Inbox Ledger captures every client's invoices, extracts the data with AI, and reconciles it against the bank, while one firm plan gives every client the full premium toolkit. Close the books in hours, not days.
Everything below is included in every practice plan, so you spend your week on advisory work, not on collecting paperwork.
Every client workspace gets the full toolkit — bank reconciliation, AI rules, every integration and inbox type. No per-client fees, no feature tiers.
Buy capacity once for the whole firm. Every client draws from the same invoice pool — quiet clients cover busy ones, and unused capacity rolls over.
Send clients your firm-branded connect link. They plug in their inbox in two clicks — no password sharing, no manual setup on your side.
Duplicate payments and silent price increases surface across every client and roll up into one view. Anything it finds is upside on top.
Dext prices its practice plans per client, per month, with a minimum of ten clients. Take your client list, multiply by their per-client rate, then by twelve. That is your annual bill for growing a practice, charged by the tool that is meant to help you grow it. Under ten clients you pay for ten anyway. One Inbox Ledger plan covers your whole list, and the price does not move when the list grows.
See practice plans ↓Practice pricing structure as published in Dext's own help centre; the rate itself is quoted on request. Checked 31 July 2026.
The daily reality of invoice management without automation
Digging through client emails one by one, downloading PDFs, renaming files, sorting into folders. On a fixed fee, every one of those hours comes straight out of the margin you already quoted.
Vendor name, invoice number, date, line items, tax, total, all typed by hand into QuickBooks or Xero. One typo in a decimal and the reconciliation breaks.
Matching bank transactions to invoices across currencies and date ranges. When a duplicate payment slips through, it is your review that signed off on it, and your client who found it.
Data collection eats a large share of every engagement, and none of it is the advisory work your clients actually pay you for.
Every plan below is the full product; plans differ only by annual invoice capacity. One shared pool, every client covered.
Tell us your practice size and we will point you to the pool that fits.
Recommended plan
Firm 10K
$159 a month, billed annually
7,200 invoices a year at your volume, inside a pool of 10,000
Estimated time saved
≈ 40 hours a month
600 invoices processed each month
Assumes ~4 minutes saved per invoice vs manual entry. Adjust the inputs to match your practice.
Not sure of your real volume? Connect your inboxes and we'll measure it, then recommend your tier.
Run a free Inbox AuditFor a growing practice
per month, billed annually ($1,908/yr)
≈ 14 clients at typical volume
10,000 invoices / year, shared across every client
≈ 56 hours of data entry a month, done for you. ≈ $11.36 per client per month, or $0.19 per invoice
For a small practice getting started
per month, billed annually ($1,188/yr)
≈ 7 clients at typical volume
5,000 invoices / year, shared across every client
≈ 28 hours of data entry a month, done for you. ≈ $14.14 per client per month, or $0.24 per invoice
For an established practice at volume
per month, billed annually ($3,108/yr)
≈ 28 clients at typical volume
20,000 invoices / year, shared across every client
≈ 111 hours of data entry a month, done for you. ≈ $9.25 per client per month, or $0.16 per invoice
For a high-volume practice
per month, billed annually ($4,788/yr)
≈ 56 clients at typical volume
40,000 invoices / year, shared across every client
≈ 222 hours of data entry a month, done for you. ≈ $7.13 per client per month, or $0.12 per invoice
For the largest practices
per month, billed annually ($6,588/yr)
≈ 111 clients at typical volume
80,000 invoices / year, shared across every client
≈ 444 hours of data entry a month, done for you. ≈ $4.95 per client per month, or $0.08 per invoice
For large practices with high volume. Custom annual pool, priority support.
Sales-led pricing.
Contact salesClient estimates assume ~60 invoices per client per month; your mix may vary.
Soft overage if you exceed your pool: keep processing, top up anytime with credit bundles that never expire.
Move up or down anytime. Upgrades are prorated so you only pay the difference, and downgrades apply from your next billing period, so picking a tier today never locks you in.
Founding firms lock this price for life, with an anytime money-back guarantee.
Connect Gmail, Outlook, or any IMAP inbox. Inbox Ledger scans incoming emails in the background, identifies invoices and receipts, and captures them automatically. No client action required.
accounts@aws.amazon.com
Invoice #2024-0892
billing@shopify.com
Monthly Statement
noreply@stripe.com
Receipt for March
Our AI reads each invoice and extracts vendor, number, dates, line items, tax, totals, and currency. Works in 50+ languages, handles messy scans, and learns your vendors over time.
Upload bank statements in any format — PDF, CSV, Excel, OFX, MT940, or BAI2. The hybrid matching engine cross-references transactions with extracted invoices, scores confidence, and presents matches for your approval.
INV-0892
Wire Transfer
INV-0885
ACH Payment
INV-0879
Card Payment
No migration. No training. No client disruption.
Link Gmail or Outlook with OAuth, or set up IMAP. Give each client a forwarding address. Takes 2 minutes per client.
Invoices are detected, extracted, and categorized automatically. Set up rules to tag, route, or approve by vendor, amount, or currency.
Push data to QuickBooks, Xero, or Google Sheets. Upload bank statements and let AI match transactions to invoices.
No need to change tools. Inbox Ledger fits into what you already use.
Real, publicly documented frustrations with Dext, Hubdoc, and AutoEntry, and how Inbox Ledger handles them.
Unused credits do not roll over, so you waste them in quiet months and run out during tax season.
Inbox Ledger firm plans share one annual invoice pool, and top-up credit packs never expire.
Too many documents land in the Failed tab, and the OCR misses dates or gets the amount wrong.
Inbox Ledger extracts vendor, dates, amounts, and line items, and anything it cannot read lands marked Failed with the reason written on it, one click from a reprocess.
Duplicate documents create phantom transactions you then have to hunt down and delete in Xero.
Inbox Ledger captures each document once, idempotently, so one invoice never becomes two records.
Per-document credit pricing gets expensive fast, especially for bank statements and line-item extraction.
Inbox Ledger prices by volume, and bank-statement extraction plus reconciliation are included, not billed per page.
It is slow, and you still upload documents by hand.
Inbox Ledger reads invoices straight from your inbox automatically, no manual uploads.
Feeds break and you get locked out and re-authenticated over and over.
Inbox Ledger connects with stable read-only email access (Gmail and Outlook), so sync just keeps running.
Hubdoc, AutoEntry and Receipt Bank invoices count too. One email, no forms, no sales call.
Email us your invoicehello@inboxledger.app
We're onboarding the first 10 firms only. Join now and your founding price is locked for life, with 60 days of onboarding done personally by the founder and an unconditional anytime money-back guarantee.
Every client on one dashboard. Open any client’s books in one click, with no juggling logins.
Clients connect through your firm-branded link, a two-click setup with nothing to install.
Invoices pulled from every client inbox and read across 50+ languages and 170+ currencies. 99.5% extraction accuracy, and every field carries a confidence score so nothing passes unreviewed.
Match invoices to the bank today, with duplicate-payment and silent price-increase alerts on the way.
For 60 days the founder personally onboards your practice, including connecting all your client inboxes for you. No DIY guesswork.
One-click export to QuickBooks, Xero, and Business Central.
Your founding price is locked for life. It never goes up for as long as you stay.
Unconditional: cancel and get a full refund anytime. No lock-in.
First 10 firms only
In exchange, we ask for one case study and an honest review once you see the results.
No customer logos yet. We are onboarding the first 10 firms, and their case studies will live here when they are real.
Join the Founding CohortNo credit card. Unconditional anytime money-back guarantee.
Everything you need to know about using Inbox Ledger for your practice. Can't find what you're looking for? Reach out to our support team.
Add a new email source from your dashboard — connect a Gmail or Outlook inbox in one click, plug in any other provider, or generate a unique forwarding address. Each client lives in their own isolated workspace, so data never gets mixed up. The whole thing takes about 2 minutes per client.
No. We connect to their inbox in read-only mode, so they keep sending and receiving emails exactly as before. They won't notice anything — all the work happens silently in the background.
Direct export to QuickBooks Online, Xero, Google Drive, OneDrive, and Google Sheets. CSV is also supported, plus a developer API for custom workflows. Run exports manually, or set them to fire automatically the moment a new invoice is captured.
On standard invoice formats: 99.5% extraction accuracy, and every field carries a confidence score so nothing passes unreviewed. You can review or correct any field before exporting, and once you correct a recurring vendor we remember it next time.
Practice plans include an annual invoice pool shared across every client — pricing is based on total volume, not the number of clients. Connect unlimited client workspaces, inboxes, and team members on any firm plan, and one-time credit packs cover busy periods like tax season — they never expire.
Absolutely. Each client lives in their own walled-off workspace — there's no way for one client's invoices, vendors, or rules to ever surface in another's account. Email passwords and connection tokens are stored encrypted, so even our team can't read them. Email access is read-only, and the whole setup is GDPR-compliant.
Yes. Create one workspace per client and switch between them from your dashboard. Each workspace has its own sources, documents, rules, and export targets — fully isolated, but all reachable from a single login.
No. One firm plan covers every client workspace. Each client gets the full premium toolkit — bank reconciliation, AI rules, every integration — and their usage draws from your firm's shared pool.
Send them your firm-branded connect link — they authorize read-only access to their inbox in a couple of clicks. Prefer to handle it yourself? Connect a client's inbox from your dashboard or give them a unique forwarding address.
Join the Founding Firm Cohort and lock in founding pricing, with white-glove setup and an anytime money-back guarantee.