Upload your statement. Let AI organise the rest.
Turn a bank CSV or Excel file into categorised expenses in minutes—fuel, travel, software, office costs and more.
No card needed. Takes under 60 seconds.
- CSV and Excel file uploads
- CSV/Excel import workflows
- Automatic AI categorisation
- Duplicate transaction protection
- Statement upload 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.
Smart AI categories
Merchant history, bookkeeping rules and AI organise outgoing payments into Expenses automatically.
Secure uploads
Strong protection for imported files and organised business records.
Review workflow
Upload, preview, organise and refresh records when you add a new file.
Frequently asked questions
Can I upload my bank statement?
Yes. Upload a CSV or Excel statement, confirm the detected columns and LedgerlyPro will import and categorise the transactions.
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 to connect my bank?
No. Download the statement yourself and upload it; LedgerlyPro never needs your online-banking password.
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.
