For bookkeepers and small accounting firms
Client bank statements to Excel, without the retyping
Upload a whole month of client PDF statements at once. LedgerLens reads each one. When the statement prints a starting and ending balance, it checks that the transactions add up. You get an Excel file for each statement. No bank logins.
30-day money-back guarantee — first charge on a new paid plan, under 20 documents processed. Full policy
For the statements a bank feed can't reach
A bank feed only works while someone can log in to the account. A lot of the statements you get can't be linked that way:
- a client who won't share their bank login
- an account that has been closed
- old history from a catch-up job
- a small bank or credit union the feed doesn't cover
LedgerLens works from the statement file itself. Download the PDF, or have the client send it, and upload it. There is no bank login and no feed to break.
Upload the whole stack. Get one Excel file per statement.
- Pick up to 100 files in one upload. Each statement is read on its own.
- Upload PDF, CSV, Excel, OFX, QFX or QBO files, up to 20 MB each.
- When the month is done, select the statements you need. Download them as one zip with a separate Excel file for each statement, up to 200 statements per download.
- Each Excel file lists date, description, amount, debit or credit, category and merchant, plus your review notes.
If the numbers don't add up, you'll know
A wrong spreadsheet is worse than no spreadsheet. So LedgerLens checks its own work.
When a PDF statement shows a starting and ending balance, LedgerLens checks that the transactions add up to the difference, to the cent.
Bank statements that don't add up are marked Needs Review, so you see them before you rely on them.
Credit card statements that don't add up aren't imported at all. LedgerLens tells you why, so it never gives you a list it can't stand behind.
Business plan
Stop chasing clients for statements
- Add a client once: their name, email and the day you close their books.
- Choose which documents you need each month, then send the request.
- Your client gets a private upload link. They don't need an account or a password.
- LedgerLens sends reminders 14, 7 and 1 day before the due date.
- Each request shows what's Received, Waived or still Outstanding.
- Bank and credit card statements your client sends are read into transactions, the same as the ones you upload.
What happens to your clients' files
- Statements stay in your account until you delete them or close the account.
- Delete a statement and LedgerLens deletes the transactions it created and the stored file.
- Close your account and all of its files and data are removed.
- We don't sell your financial data or use it for ads.
- On Plus, Pro and Business, OpenAI may also read statement text our own parsers can't read, and suggest categories for transactions we can't sort. Neither we nor OpenAI train AI models on your data.
What LedgerLens doesn't do
- It exports Excel (.xlsx) only. There is no CSV or QBO export.
- It doesn't send data into QuickBooks, Xero or any other accounting software.
- It doesn't keep separate books for each client. Client requests keep each client's files together. Everything else you upload lands in one account, so you keep clients apart by statement when you export.
- There is no live bank feed. You upload each new statement.
Two plans that fit bookkeeping work
| BusinessRecommended | Plus | |
|---|---|---|
| Price | $49/month or $490/year | $12/month or $120/year |
| Best for | Bookkeepers and small firms with several clients | One client, or your own books |
| Statements | Up to 200 a month | |
| Excel export, batch zip | Yes | Yes |
| Client upload links and reminders | Yes | No |
| AI reads statements our parsers can't | Yes | Yes |
| Priority support | Yes | No |
| Onboarding call and quarterly account review | Yes | No |
| Annual invoicing and Net-30 terms on request | Yes | No |
Paying yearly gets you 2 months free.
Common questions
Which banks does it work with?
LedgerLens has built-in layouts for statements from Chase, Wells Fargo, Capital One, U.S. Bank, PNC, Truist, Citizens and Varo. It also reads credit card statements from American Express, Citi, Discover, Wells Fargo, Comenity, Credit One and Merrick. Statements from other banks go through a general reader. On Plus and Business, AI reads statements our parsers can't.
Can I keep my clients separate?
Partly. On Business, each client you add has their own requests, and the files they send stay with that client. Transactions still land in one account, and statements you upload yourself aren't assigned to a client. Most bookkeepers export by statement, which gives one Excel file per statement.
What happens when a statement doesn't add up?
If a PDF statement shows a starting and ending balance and the transactions don't match it, a bank statement is marked Needs Review. A credit card statement is not imported, and LedgerLens tells you why.
Do my clients need an account?
No. On Business, you send a request and your client gets a private upload link. They don't need an account or a password.
What happens to the files we upload?
They stay in your account until you delete them or close the account. Deleting a statement deletes the transactions it created and the stored file. We don't sell your financial data or use it for ads.
Can I export to CSV or QuickBooks?
No. Export is Excel (.xlsx), on Plus and Business. LedgerLens doesn't connect to QuickBooks or Xero.
Your next stack of client statements, in Excel
Upload a month of statements at once, and see which ones add up.
30-day money-back guarantee — first charge on a new paid plan, under 20 documents processed. Full policy