Import CSV/Excel files in 60 seconds.
Import CSV/Excel files, organise expenses and keep your business records ready for review.
- CSV and Excel file uploads
- CSV/Excel import workflows
- AI category suggestions
- Rules engine for repeat transactions
- Cashflow dashboard support
- Free on every plan
Features
CSV/Excel supported
Import transaction files from your existing finance records.
AI category suggestions
Imported transactions can be suggested a category. Review and approve before relying on records.
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 import CSV and Excel files?
Yes. Ledgerly Pro supports CSV/Excel imports so you can organise transaction records, expenses and business data for review.
Is it safe to import files?
Yes. Uploads use secure Ledgerly Pro workflows, and you stay in control of the records you choose to import.
How often do imported records update?
Imported records update when you upload a new CSV/Excel file or add transactions manually.
30-day free trial. No card required.
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