Stop chasing invoices.
Start closing books faster.
Inbox Ledger monitors your clients' email, extracts invoice data with AI, and syncs directly to your accounting stack. You focus on advisory — we handle the paper trail.
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."
Every invoice. Captured. Extracted. Reconciled.
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
accounts@aws.amazon.com
Invoice #2024-0892
billing@shopify.com
Monthly Statement
noreply@stripe.com
Receipt for March
AI extracts every field — you just review and approve
GPT-4.1 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-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"
INV-0892
Wire Transfer
INV-0885
ACH Payment
INV-0879
Card Payment
Up and running in 10 minutes
No migration. No training. No client disruption.
Connect client inboxes
Link Gmail or Outlook with OAuth, or set up IMAP. Give each client a forwarding address. Takes 2 minutes per client.
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.
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.
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.
Pricing is based on the number of invoices processed per month across all connected sources, not the number of clients. You can connect unlimited inboxes on any paid 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.
Ready to automate your invoice workflow?
Start with a free plan. No credit card required. Connect your first client inbox in under 2 minutes.