Ledger Box by Codex Solutions

ledgerbox is an ai powered tool that extracts and converts data from bank statements, invoices, and receipts for accountants and bookkeepers, streamlining financial document processing integrating with make com enables automated workflows and seamless data transfer to other business tools this is ai generated content based on official ledger box documentation the content may still contain errors—please verify important information if you have questions, contact ledger box support directly how to get support on ledger box ledger box is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=ledger%20box\&app slug=ledger box community\&app unique id=ledgerbox 69yt2x requirements to use the ledger box app in make, you must have an active account and an api key, create your account on ledger box app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect ledger box and {{product name}} to get started, you must first create a connection between ledger box and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to obtain your api key login to your platform using your credentials navigate to the section where you can generate or view your api key locate your api key, which is referred to as x api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=ledger%20box\&app slug=ledger box community\&app unique id=ledgerbox 69yt2x create the connection in {{product name}} log in in your make account , add the ledger box module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your ledger box or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page ledger box modules after connecting to the ledger box app, you can choose from a list of available modules to build your {{scenario plural lowercase}} export a job results exports the results of a completed job, allowing you to easily download and review the output data generated by your job get the status of a job retrieve detailed information about the current status of a specific job using its unique job id upload a file upload files for processing using a selected model this module lets you send your files to a specific model, which will then analyze or process them according to its capabilities templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} ledger box resources you can have access to more resources related to this app on the following links ledger box website ledger box documentation ledger box api documentation ledger box page on make