"Unused credits do not roll over, so you waste them in quiet months and run out during tax season."
Common AutoEntry complaint (Capterra, G2)
Inbox Ledger firm plans share one annual invoice pool, and top-up credit packs never expire.
For Accounting Professionals
Your whole practice.
One command center.
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.
Gmail, Outlook & IMAPQuickBooks & Xero readyNo per-client feesGDPR-compliant
Built for firms
One plan. Your whole practice.
Everything below is included in every practice plan — so you spend your week on advisory work, not on collecting paperwork.
Premium for every client
Every client workspace gets the full toolkit — bank reconciliation, AI rules, every integration and inbox type. No per-client fees, no feature tiers.
One shared annual pool
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.
Branded client onboarding
Send clients your firm-branded connect link. They plug in their inbox in two clicks — no password sharing, no manual setup on your side.
Money Found across your portfolio
BonusDuplicate payments and silent price increases surface across every client and roll up into one view. Anything it finds is upside on top.
Dext charges ~$23.50 per client per month. One Inbox Ledger plan covers your entire client list.
See practice plans ↓Practice plans
Pick the pool that fits your volume.
Every plan below is the full product; plans differ only by annual invoice capacity. One shared pool, every client covered.
Estimate your plan
Tell us your practice size and we will point you to the pool that fits.
Recommended plan
Firm 10K
7,200 invoices / year at your volume
Estimated time saved
≈ 40 hours / 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 AuditFirm 5K
For a small practice getting started
$99
per month, billed annually ($1,188/yr)
≈ 7 clients at typical volume · ~$14/client/mo
Less than 20 minutes of junior staff time per client, per month.
5,000 invoices / year, shared across every client
works out to ≈ $0.238 / invoice
Firm 10K
PopularFor a growing practice
$159
per month, billed annually ($1,908/yr)
≈ 14 clients at typical volume · ~$11/client/mo
Less than 20 minutes of junior staff time per client, per month.
10,000 invoices / year, shared across every client
works out to ≈ $0.191 / invoice
Firm 20K
For an established practice at volume
$259
per month, billed annually ($3,108/yr)
≈ 28 clients at typical volume · ~$9/client/mo
Less than 20 minutes of junior staff time per client, per month.
20,000 invoices / year, shared across every client
works out to ≈ $0.155 / invoice
Firm 40K
For a high-volume practice
$399
per month, billed annually ($4,788/yr)
≈ 56 clients at typical volume · ~$7/client/mo
Less than 20 minutes of junior staff time per client, per month.
40,000 invoices / year, shared across every client
works out to ≈ $0.120 / invoice
Firm 80K
For the largest practices
$549
per month, billed annually ($6,588/yr)
≈ 111 clients at typical volume · ~$5/client/mo
Less than 20 minutes of junior staff time per client, per month.
80,000 invoices / year, shared across every client
works out to ≈ $0.082 / invoice
Firm Unlimited
For large practices with high volume. Custom annual pool, priority support.
Custom
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.
What's included in every plan
- Unlimited client workspaces
- Shared firm credit pool
- Unlimited team members
- All connected inboxes (Gmail, Outlook, IMAP)
- All integrations (QuickBooks, Xero, CSV, Sheets, Drive)
- Bank reconciliation
- AI rules engine
- Priority support
- GDPR · EU-hosted · CASA Tier 2
Founding firms lock this price for life, with an anytime money-back guarantee.
Sound familiar?
The daily reality of invoice management without automation
Inbox archaeology
Digging through client emails one by one, downloading PDFs, renaming files, sorting into folders. Multiply by 20 clients — that’s your Monday morning gone.
Manual data entry
Vendor name, invoice number, date, line items, tax, total — typed by hand into QuickBooks or Xero. One typo in a decimal and the reconciliation breaks.
Reconciliation roulette
Matching bank transactions to invoices across currencies and date ranges. Some clients send statements in CSV, others in PDF, some not at all.
"The average accountant spends 40% of their time on data collection and entry — not on the advisory work their clients actually pay for."
The Inbox Ledger Way
Every invoice. Captured. Extracted. Reconciled.
SOLVES: INBOX ARCHAEOLOGY
Automatic email monitoring across all client inboxes
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.
- Gmail, Outlook, IMAP — connect in under 2 minutes
- Forwarding addresses for clients who prefer to forward
- Telegram & WhatsApp bots for on-the-go capture
- AI pre-classification filters out non-financial attachments
- Inline receipts captured — Stripe, PayPal, Shopify and more, even with no PDF attached
Monitored Inboxes3 new
accounts@aws.amazon.com
Invoice #2024-0892
billing@shopify.com
Monthly Statement
noreply@stripe.com
Receipt for March
SOLVES: MANUAL DATA ENTRY
AI extracts every field — you just review and approve
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.
- 15+ fields extracted per invoice automatically
- Custom automation rules — tag, route, approve by criteria
- Direct export to QuickBooks, Xero, Google Sheets
- Google Drive & OneDrive for organized PDF archiving
AI ExtractionCompleted
VendorAmazon Web Services99%
Invoice #INV-2024-089298%
Total$8,420.0099%
Due DateApr 15, 202697%
CurrencyUSD100%
SOLVES: RECONCILIATION ROULETTE
AI-powered bank reconciliation in minutes, not hours
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.
- 8 bank statement formats supported
- Multi-currency matching with flexible date ranges
- AI confidence scores — review only what needs attention
- One-click confirm sets invoice status to "paid"
Bank Reconciliation3 items
INV-0892
Wire Transfer
INV-0885
ACH Payment
INV-0879
Card Payment
What bookkeepers say about the tools they're leaving
Real, publicly documented frustrations with Dext, Hubdoc, and AutoEntry, and how Inbox Ledger handles them.
"Too many documents land in the Failed tab, and the OCR misses dates or gets the amount wrong."
Common Hubdoc complaint (App Store, Capterra)
Inbox Ledger extracts vendor, dates, amounts, and line items with confidence scores you can trust, and reprocesses in one click.
"Duplicate documents create phantom transactions you then have to hunt down and delete in Xero."
Common Hubdoc complaint (Capterra, Trustpilot)
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."
Common pricing complaint (G2, Capterra)
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."
Common AutoEntry complaint (Software Advice, Capterra)
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."
Common Hubdoc complaint (G2, Trustpilot)
Inbox Ledger connects with stable read-only email access (Gmail and Outlook), so sync just keeps running.
Up and running in 10 minutes
No migration. No training. No client disruption.
1
Connect client inboxes
Link Gmail or Outlook with OAuth, or set up IMAP. Give each client a forwarding address. Takes 2 minutes per client.
2
AI does the heavy lifting
Invoices are detected, extracted, and categorized automatically. Set up rules to tag, route, or approve by vendor, amount, or currency.
3
Export and reconcile
Push data to QuickBooks, Xero, or Google Sheets. Upload bank statements and let AI match transactions to invoices.
Works with your existing stack
No need to change tools. Inbox Ledger fits into what you already use.
Email Sources
Gmail · Outlook · IMAP · Forwarding · Telegram · WhatsApp
Accounting
QuickBooks Online · Xero · CSV Export
Cloud Storage
Google Drive · OneDrive · Google Sheets
Portals
Amazon Business · DigitalOcean · Azure
Bank Statements
PDF · CSV · Excel · OFX · QFX · MT940 · BAI2
Automation
Email Routing · Webhooks · Custom Rules Engine
Security
GDPR · Read-Only Access · Encrypted Credentials · Isolated Workspaces
Trusted by accounting professionals
★★★★★
"Onboarded 12 client mailboxes on a Monday morning. By the end of the week we had 200-odd invoices already captured and coded, including three clients who swore they had no backlog. Our staff never had to ask for Gmail passwords."
★★★★★
"I drop the monthly bank CSV in and most of the lines come back already tied to the right vendor bill. The ones it flags as uncertain are usually the ones I would have second-guessed anyway. I still spot-check, but QuickBooks gets the clean data on the first pass."
★★★★★
"My clients never had to do anything. They forward their billing emails to one address and stop worrying. I forgot I had it running for two months over tax season, which is probably the highest compliment I can give a piece of software."
Founding Firm Cohort
Lock in founding pricing for your practice
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.
Client command center
Every client on one dashboard. Open any client’s books in one click, with no juggling logins.
Branded client onboarding
Clients connect through your firm-branded link, a two-click setup with nothing to install.
AI capture and extraction
Invoices pulled from every client inbox and read across 50+ languages and 170+ currencies at 99.5% accuracy.
Bank reconciliation with Money Found
Match invoices to the bank today, with duplicate-payment and silent price-increase alerts on the way.
60-day white-glove onboarding
BonusFor 60 days the founder personally onboards your practice, including connecting all your client inboxes for you. No DIY guesswork.
Export templates
BonusOne-click export to QuickBooks, Xero, and Business Central.
Lifetime price lock
Your founding price is locked for life. It never goes up for as long as you stay.
Anytime money-back guarantee
Unconditional: cancel and get a full refund anytime. No lock-in.
Switching from Dext or Hubdoc?
Send us your latest invoice from them and we'll credit that amount toward your founding year with Inbox Ledger.
First 10 firms only
In exchange, we ask for one case study and an honest review once you see the results.
Join the Founding CohortNo credit card. Unconditional anytime money-back guarantee.
FAQ
Common questions from accounting professionals
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.
We hit 95%+ accuracy on standard invoice formats. Every extraction comes with a confidence score, and you can review or correct any field before exporting. 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.
Ready to run your whole practice from one dashboard?
Join the Founding Firm Cohort and lock in founding pricing, with white-glove setup and an anytime money-back guarantee.
Anytime money-backWhite-glove onboardingFounding price locked for life