About Ledgerize.ai

Ledgerize.ai is on a mission to eliminate the hassle of manual data entry from financial documents. We provide a secure, fast, and accurate service that converts bank statements and other financial PDFs into easy-to-use Excel spreadsheets. This saves professionals countless hours and ensures they can focus on insights rather than tedious data transcription. Ledgerize Limited is a UK-registered company committed to empowering accountants, bookkeepers, business owners, and individuals with smarter financial document management.

Our Mission and Values

Our mission is simple: make financial data accessible and actionable. We believe that important information shouldn't be trapped in PDFs or paper statements. By leveraging cutting-edge technology, we free your data so you can make informed decisions faster. Our core values guide everything we do:

  • Accuracy: We use advanced OCR and AI algorithms to achieve extremely high precision in data extraction (industry benchmarks exceed 99% accuracy). This means you can trust the Excel outputs to closely mirror your original statements without errors.
  • Privacy: Your data security is paramount. All uploads are encrypted and handled confidentially. We follow strict privacy practices, including timely deletion of uploaded documents after processing. We never share your financial documents with third parties, and we comply with UK GDPR to safeguard your personal information.
  • Speed: Time is money. Ledgerize.ai delivers results in seconds, not days. Our platform is optimized to process large statements quickly, so you get your Excel or CSV output almost instantly. Modern automation can process hundreds of pages in seconds, and we continually refine our system for maximum efficiency.
  • Transparency & Trust: We aim to be transparent about how our service works. From clear pricing with no hidden fees to open communication about our policies, we strive to earn and keep your trust.

The Problem We Solve

If you've ever tried to analyze bank statements manually, you know how frustrating it can be. Many banks only provide transaction history as PDF files, which are not convenient for analysis or import into accounting systems. Manually retyping data from PDFs is time-consuming and error-prone. In one real-world scenario, a finance professional expected an easy Excel export but got years of statements in PDF – he ended up writing custom code to extract the transactions. This is a common pain point for accountants and business owners alike.

Ledgerize.ai was founded to solve this problem once and for all. We automatically extract transactions, dates, amounts, descriptions, and other details from your statements and output them into clean spreadsheets. The result: you save hours of work and minimize the risk of mistakes. In fact, automated conversion has been shown to save significant time and money compared to hiring staff for manual data entry. By eliminating manual effort, we help you focus on understanding your finances rather than fighting with file formats.

Who We Serve

Ledgerize.ai is built for the people who deal with financial data on a regular basis. Our users include:

  • Accountants & Bookkeepers: Spend less time entering data and more time advising clients. Ledgerize.ai ensures you can quickly get client statements into Excel or accounting software, making reconciliations and analyses a breeze.
  • Small Business Owners & Finance Teams: Get a handle on your cash flow without the tedious manual work. Upload your business bank statements or credit card statements and get an Excel breakdown of your transactions. This helps in budgeting, expense tracking, and financial planning.
  • Individuals & Personal Finance Enthusiasts: Easily convert your personal bank or credit card statements to Excel to track your spending, budgeting, or prepare for taxes. We make personal finance management simpler for everyone.
  • Auditors and Investigators: Forensic accountants, auditors, and financial investigators can use Ledgerize to rapidly convert statements for analysis. With quick data extraction, spotting inconsistencies or fraudulent patterns becomes faster.
  • Developers & Integrators: We also offer an API for those who want to integrate statement conversion into their own apps or workflows. If you're building financial tools, Ledgerize can be the engine that pulls data from PDFs for you.

No matter who you are, if you work with financial documents, our service is designed to make your life easier. We pride ourselves on being user-friendly and accessible to non-technical users, while also powerful and flexible for advanced use cases.

Our Story and Vision

Ledgerize.ai was founded with a clear vision: to bridge the gap between static financial documents and dynamic data. The idea was born when our founder encountered the frustration of dealing with bank PDFs in his own work. Realizing that this was a widespread problem, he set out to create a solution that could benefit everyone. What started as a simple tool to convert a few statements grew into a robust platform for anyone who needs accurate financial data quickly.

We officially launched Ledgerize.ai in 2025 as part of Ledgerize Limited (registered in the UK). Since day one, our focus has been on combining fintech expertise with user-centric design. We're a small, dedicated team passionate about simplifying financial workflows. Our founding vision is to give people more control over their financial data without compromising on privacy or accuracy. We continue to innovate and improve the platform, guided by feedback from our users.

At Ledgerize.ai, we imagine a future where financial reporting and analysis are effortless. No more tedious manual entry, no more error-filled spreadsheets – just clean, reliable data at your fingertips. We are excited to have you with us on this journey towards smarter financial management.

Feel free to reach out to our team anytime with questions, feedback, or just to say hello. We're here to help and always happy to talk to our users.

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