--- title: LedgerDocs Reviews meta_title: 'LedgerDocs Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how LedgerDocs works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 2 scale: '5' date_modified: '2026-09-28' parent_category: name: IT Infrastructure url: https://www.g2.com/categories/it-infrastructure --- # LedgerDocs Reviews **Vendor:** LedgerDocs **Category:** [Cloud File Storage Software](https://www.g2.com/categories/cloud-file-storage) **Average Rating:** 4.5/5.0 **Total Reviews:** 2 ## About LedgerDocs With multiple ways to upload your financial documents in to LedgerDocs, completing accounting tasks on a timely basis has never been easier. Use LedgerDocs with any accounting software such as QuickBooks, Sage 50, Xero and Kashoo. ## LedgerDocs Reviews ### 1. Exceptional Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 16, 2021 **What do you like best about LedgerDocs?** The customer service and support from the engineers. Whenever there is a connection break, the representative responds usually in less than 30 minutes. **What do you dislike about LedgerDocs?** There are only 12 financial institutions that Ledgerdocs connects with. I think once more banks are included, it will be more successful. **What problems is LedgerDocs solving and how is that benefiting you?** Seamless bookkeeping and statement fetching without contacting the client for info. ### 2. LedgerDocs Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** February 12, 2018 **What do you like best about LedgerDocs?** All cloud services require that you upload the files but on LedgerDocs you can upload, email and use other devices to collect documents at a secure place. I have never faced a situation where my file's format could not be parsed. **What do you dislike about LedgerDocs?** It doesn't parse my documents or extract parts of them very well. They should add that soon. Also, I should be able to import documents from other cloud services. **Recommendations to others considering LedgerDocs:** I would strongly recommend LedgerDocs. You should try the trial version first though just to figure out if you need a regular cloud service or LedgerDocs! **What problems is LedgerDocs solving and how is that benefiting you?** Cloud storage, backup, document management, document sharing, file format support. ## LedgerDocs Discussions - [What is LedgerDocs used for?](https://www.g2.com/discussions/what-is-ledgerdocs-used-for) - [View LedgerDocs pricing details and edition comparison](https://www.g2.com/products/ledgerdocs/reviews?section=pricing&secure%5Bexpires_at%5D=2026-10-03+12%3A36%3A01+-0500&secure%5Bsession_id%5D=17b811cb-851b-4481-8f0b-56a89c3dfd57&secure%5Btoken%5D=3ea76fe5ee973c949f2fffb3e4651095d459cc8c621f3ba317a13a00cf13fb3d&format=llm_user) ## LedgerDocs Features **Functionality** - Storage Scaling - Backup Support - File Security - File Organization - Automatic Backup - Secure Data Storage - Document Storage **Agentic AI - Enterprise Content Management (ECM)** - Autonomous Task Execution - Natural Language Interaction - Decision Making **Additional Functionality** - Content Library - Access Controls/Permissions - AI Copilot - Information Governance - Drag & Drop - Collaboration Tools - Reporting/Analytics - Data Capture and Transfer - Indexing - Filtering - Electronic Signature - Version Control - Mobile Access - Document Storage - Generative AI - Approval Process Control - Single Sign On - Image Editing - Customizable Branding - Search/Filter - Tagging - Audit Trail - Document Review - Activity Tracking - Activity Dashboard - Archiving & Retention - Secure Data Storage - Configurable Workflow - SSL Security - Alerts/Notifications - Data Synchronization - Secure Login - Content Delivery - Two-Factor Authentication - Customizable Templates - Mobile Capture - Offline Access - Templates - File Sharing **Cloud Support** - Service Support - Cloud Transparency - Cloud Migration Support - Multi-Device Support **Automation** - Intelligent Data Management - Workflow Automation - Data Storage Management - Document Management - File Management - Compliance Management - Audit Management - User Management - Email Management - Password Management - Real-Time Data - Application Management - Meeting Management - Workflow Management **Additional Functionality** - Two-Factor Authentication - Role-Based Permissions - Generative AI - Data Import/Export - Data Synchronization - Monitoring - Activity Tracking - File Transfer - Authentication - Third-Party Integrations - Reporting/Analytics - Offline Access - Access Controls/Permissions - Commenting/Notes - Real Time Synchronization - Historical Reporting - Cloud Computing - Encryption - Backup and Recovery - Activity Dashboard - Version Control - Remote Access/Control - Data Recovery - Approval Process Control - Secure Login - Alerts/Notifications - AI Copilot - API - File Sharing - Data Replication - Drag & Drop - HIPAA Compliant - Audit Trail - Archiving & Retention - Mobile Access - Customizable Branding - Remote Synchronization - Single Sign On - Reporting & Statistics - Synchronization Scheduling - Real-Time Monitoring - Conflict Tracking - Chat/Messaging - Two-Way Synchronization **File Management** - File Type Support - Metadata - OCR Scanning - Versioning - Collaboration - Document Assembly - Form Creation - Portals and Sites - Disposition - Search - Web Interface - Mobile Apps **Workflow** - Process Automation - Conditions - Activities - Records Management - Case Management - Template Management - Document Management - Metadata Management - Content Management - Workflow Management - Compliance Management - Digital Asset Management - Task Management - File Management - Forms Management - SEO Management - Audit Management - Website Management - User Management **Platform** - Internationalization - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs ## Top LedgerDocs Alternatives - [Box](https://www.g2.com/products/box/reviews) - 4.2/5.0 (5,035 reviews) - [Progress ShareFile](https://www.g2.com/products/progress-sharefile/reviews) - 4.2/5.0 (1,476 reviews) - [Laserfiche](https://www.g2.com/products/laserfiche/reviews) - 4.7/5.0 (1,207 reviews)