Ledgerize

What is Ledgerize?

Ledgerize is a powerful tool designed to automate the extraction of financial data from PDF bank and financial statements. It converts these documents into clean, structured Excel or CSV files with high accuracy. This tool is particularly useful for finance professionals and businesses that need to process large volumes of financial data quickly and accurately.

Benefits

Precision Data Consolidation

Ledgerize accurately detects and processes complex transaction tables, even those that span multiple pages or are split across different sections of a statement. This ensures that all relevant financial activity is captured in a single, unified table, eliminating the need for manual review or merging.

Rapid, High-Fidelity Extraction

With an industry-leading accuracy rate of 99.9%, Ledgerize processes documents in less than one second on average. This speed and precision minimize the need for quality control checks, allowing teams to trust the data and move directly to analysis.

Extensive Global Bank Coverage

Ledgerize supports statements from over 1,000 banks worldwide. Whether managing international client accounts or processing diverse corporate financial records, Ledgerize can extract and structure data regardless of the statement's origin or specific layout format.

Enterprise-Grade Security and Compliance

Ledgerize adheres to stringent global data privacy standards, including GDPR, CCPA, and HIPAA. It ensures that all sensitive financial statements are processed and stored with end-to-end encryption and robust security protocols, providing peace of mind for both businesses and their clients.

Use Cases

Automated Bookkeeping and Reconciliation

Accountants and bookkeepers can upload monthly bank statements for dozens of clients, instantly converting hundreds of PDF pages into standardized, ready-to-import Excel files. This eliminates the hours traditionally spent manually transcribing transactions, enabling faster monthly closes and reducing human error in reconciliation.

High-Volume Expense Reporting and Auditing

When preparing for an internal or external audit, quickly process large batches of credit card statements and expense reports. Ledgerize structures the data to provide clear columns for date, payee, amount, and balance, making transaction categorization, verification, and audit trail creation immediate and seamless.

Financial Modeling and Analysis

Finance teams requiring swift access to historical transaction data for modeling or forecasting can utilize Ledgerize to rapidly ingest data. By converting unstructured statements into clean CSVs, you can bypass complex data cleaning steps and immediately import standardized data into visualization tools or analytical models.

Pricing

Ledgerize offers a freemium pricing model, with a starting price of $30 per month. This makes it accessible for businesses of all sizes to start automating their financial data extraction processes.

Vibes

Ledgerize has been manually vetted by an editorial team and was first featured on 2025-10-28. It has gained recognition for its efficiency and accuracy in transforming financial data, making it a trusted tool among finance professionals.

Additional Information

Ledgerize AI was launched with the aim of simplifying crucial financial tasks, shifting teams' focus from tedious input to strategic insight. It provides the speed, precision, and security necessary to transform financial operations, ensuring clean data is always available on demand.