LedgerBox SMS Integration

A bookkeeper who used to spend an afternoon retyping numbers off a stack of scanned receipts can end up with the same figures ready in minutes instead. That's the outcome LedgerBox is built around, reading a financial document with its AI model and pulling out the numbers a person would otherwise type in by hand.

Upload File is the action that starts that job, sending a document into LedgerBox to be read and processed. Get Job Results then hands back the extracted data once the job is finished, ready to be used in whatever step comes next in a Zap.

Connected to Mobile Message through Zapier, that process can start the moment a document shows up somewhere else, a receipt attached to a Google Form response or an invoice included in a Typeform entry, uploading it to LedgerBox for processing without anyone remembering to do it by hand. Once that step runs, Mobile Message can text the person who submitted it or the team member who needs to know, so they can move on to the next task instead of waiting to hear whether the document has been dealt with.