Ledgerize

Ledgerize

Ledgerize is a secure and automated financial data extraction service that converts bank statements and financial PDFs into structured Excel or CSV spreadsheets within seconds.
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Ledgerize

Product Information

Updated:Oct 28, 2025

What is Ledgerize

Ledgerize.ai is a financial technology platform designed to eliminate the hassle of manual data entry from financial documents. The platform provides a secure, fast, and accurate service that helps professionals convert bank statements and other financial PDFs into easy-to-use spreadsheets. Supporting thousands of banks worldwide, Ledgerize has gained trust from leading enterprises and processes over 50,000 bank statements monthly with a remarkable 99.9% accuracy rate.

Key Features of Ledgerize

Ledgerize is an AI-powered financial data extraction tool that automatically converts PDF bank statements and financial documents into structured spreadsheets. It accurately detects and processes complex tables across multiple pages, consolidating various transaction types into unified formats with exceptional accuracy. The platform offers secure cloud storage, API access, and supports thousands of banks worldwide while maintaining compliance with privacy standards like GDPR, CCPA, and HIPAA.
Automated Data Extraction: Uses advanced algorithms to extract dates, amounts, payees, and transaction details from PDF statements with 99.9% accuracy
Multi-Format Export Options: Converts financial data into various formats including Excel and CSV, making it easily accessible for further analysis
API Integration: Provides HTTP endpoints for seamless integration with existing systems, allowing automated processing through API calls
Secure Data Handling: Implements end-to-end encryption and complies with major privacy standards for secure data processing and storage

Use Cases of Ledgerize

Financial Services: Banks and financial institutions can automate the processing of customer statements and transaction records
Accounting Firms: Accountants can quickly digitize and process client financial statements for bookkeeping and audit purposes
Legal Services: Law firms can efficiently process financial documents for cases involving financial analysis or dispute resolution
Small Business Management: Business owners can streamline their bookkeeping by automatically converting bank statements into organized financial records

Pros

High accuracy rate (99.9%) in data extraction
Fast processing speed (less than 1 second per conversion)
Supports thousands of banks worldwide
Strong security and compliance standards

Cons

Daily page limits on lower-tier plans
Subscription required for high-volume processing

How to Use Ledgerize

Step 1: Upload Bank Statements: Drag and drop your PDF bank statements or credit card statements into the upload box on Ledgerize's interface
Step 2: Wait for Processing: The AI algorithm will automatically extract and structure the data from your statements, including dates, amounts, payees, and transaction details. This typically takes less than 1 second per document
Step 3: Review Extracted Data: Check the extracted data which will be presented in a clean, structured table format with columns for date, description, money in/out, and balance
Step 4: Download or Export: Download your processed data in your preferred format - Excel, CSV or other supported formats
Step 5: Choose Usage Plan: Select an appropriate plan based on your needs: Free (5 pages/day), $30/month (500 pages), $50/month (1000 pages), or $90/month (4000 pages)
Optional: API Integration: For automated processing, you can integrate with Ledgerize's API by authenticating with an API key in the X-Api-Key header to upload PDFs and retrieve structured data via HTTP endpoints

Ledgerize FAQs

Ledgerize is a tool that automatically converts bank statement PDFs into clean, structured spreadsheets. It supports statements from thousands of banks worldwide and can process complex tables spanning multiple pages, consolidating transactions like deposits, withdrawals, and credit card activities into a single, unified table.

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