Controlled Statement Import
Import a supported bank statement when you choose. LedgerlyPro combines your previous choices, bookkeeping rules and AI assistance to suggest categories for you to review.
No card needed. Takes under 60 seconds.
- CSV and Excel file uploads
- Controlled Statement Import
- Reviewable AI-assisted categorisation
- Duplicate transaction protection
- Statement import reminders
- Rules engine for repeat transactions
- Cashflow dashboard support
- Free on every plan
Features
CSV/Excel supported
Upload statements from common UK banks and confirm the columns before anything is saved.
AI-assisted categories
Merchant history, bookkeeping rules and AI help organise outgoing payments, with unclear items left for review.
Privacy-conscious workflow
Stay in control of when statement data is provided to LedgerlyPro for processing.
Review workflow
Upload, preview, organise and refresh records when you add a new file.
Frequently asked questions
What is Controlled Statement Import?
It is LedgerlyPro's user-controlled workflow for importing a supported CSV or Excel bank statement, checking the detected columns and reviewing suggested categories before records are saved.
Will AI categorise every transaction?
LedgerlyPro uses your previous choices, merchant rules and AI to categorise transactions. Unclear items are placed in Other for review rather than being silently guessed.
Do I need a permanent live bank connection?
No. Controlled Statement Import lets you download the statement yourself and import it when you choose. LedgerlyPro does not need your online-banking password for this workflow.
30-day free access. No card needed.
Join UK freelancers and small businesses running their books on LedgerlyPro.
Create free accountNo card needed. Takes under 60 seconds.
