LedgerBox
LedgerBox is an AI tool that converts bank statement PDFs to Excel CSVs, eliminating manual data entry. It's secure, scalable, and suits banking and finance needs.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Tool designed for secure data handling
- Minimal data access if used correctly
- No default training on user data
Recommendations
4- Do not use with corporate bank statements without vendor DPA and security audit
- Require SOC 2 Type II and PCI DSS compliance attestation before use
- Consider on-premise alternatives for sensitive financial document processing
- Evaluate data retention and deletion procedures for uploaded statements
Data handling
- Storage
- Cloud; bank statement PDFs uploaded and processed on vendor servers
- Retention
- Not documented; high risk for financial data
- Training on inputs
- Unclear; financial documents may train OCR/extraction models
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