Your finances, your data. No bank credentials shared.
LedgerLens analyzes your bank statements with AI — without ever connecting to your bank. Upload a PDF or CSV. Get instant categorization, spending insights, and tax-ready reports. Built for freelancers and privacy-conscious families.
0 bank links
required to get started
Work from statements you upload instead of connecting live accounts.
0 export formats
when the ledger is clean
Download your reviewed transactions as CSV or Excel.
0 plan tiers
from free to pro
Start light, then add more review volume only when you need it.
0 review profiles
already supported
Households, freelancers, businesses, creators, and students all fit the flow.
Built for review-heavy workflows
Different money situations, one cleaner review surface
LedgerLens is not trying to be a universal money super-app. It is tuned for statement review, transaction verification, and cleanup across the workflows below.
Households
Review card charges, recurring bills, and monthly statements without app-switching.
Freelancers
Separate reimbursements, client expenses, and personal spend before export time.
Small Businesses
Keep uploaded statements searchable so month-end reviews take less manual cleanup.
Creators
Check payouts, subscriptions, and business purchases before they blur together.
Students
Stay on top of tuition, loan, and living-expense activity in one review surface.
The core workflow
From uploaded statement to verified ledger in three steps
Import the statement, focus the review surface, then decide what actually leaves the session. That sequence is the product.
Searchable transactions instead of a dead PDF.
Filters that shrink the review surface before you export.
Controls that let you keep, download, or delete uploaded documents.
Import the statement
Bring in a PDF or statement export and turn it into a searchable transaction list that is ready for review.
Filter down to the risky parts
Narrow the table by date, category, or uncategorized activity so the highest-priority items stand out first.
Verify, export, or delete
Finish the session with a cleaner ledger, then download the result or remove the uploaded documents on your terms.
Review state
A clearer picture before anything gets exported downstream
LedgerLens is built around the state you need before sharing data anywhere else: the largest charges surfaced, the questionable rows isolated, and the exit path under your control.
Largest charges surface early
Start with the transactions worth double-checking before you scan the full statement.
Document control stays with you
Review the data you uploaded, then keep it, export it, or delete it when the work is done.
Exports happen after the cleanup
Move the reviewed ledger into the rest of your workflow only after it has been verified.
Review Session
Statement
Imported
Searchable rows ready
Focus
Largest first
Uncategorized in view
Exit
CSV / Excel
Or delete source files
Priority queue
Focus on the transactions worth verifying before you scan the long tail.
City Market
Card purchase · Feb 14
Streaming Renewal
Uncategorized · Feb 15
Wire Transfer
Large transaction · Feb 16
Review checklist
Confirm large or unusual charges.
Scan uncategorized rows before export.
Remove uploaded documents when the session is done.
End state
Leave the session with a cleaner ledger, not just more tabs open.
Export the reviewed data into the rest of your workflow or delete the source documents once you are satisfied with the result.
Your financial data stays private. Always.
We never sell, rent, or share your financial information with third parties. What you upload stays yours — and you can delete it the moment you are done.
Never sold
Your financial data is not a product. We do not sell, rent, or trade it with advertisers, data brokers, or anyone else.
No bank credentials
LedgerLens never asks for your bank login. You upload statements directly — no third-party bank access, ever.
Not shared with third parties
We do not share your personal or financial information with third parties for marketing or targeting purposes.
Delete anytime
You stay in control. Export what you need and delete your uploaded documents from the dashboard whenever you choose.
Read our full Privacy Policy to see exactly what we collect, how we use it, and your rights over your data — written in plain language, no legal maze.
Frequently Asked Questions
Common questions about LedgerLens
Start with Starter
Ready to review your transactions?
Create a free account, upload a statement, and run the same focused review loop that the rest of this page is promising.