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Feature

MyLedger

Turn bank statements into financial statements in minutes with AI-assisted reconciliation. Save 90% of your reconciliation time.

90% faster reconciliation
AI-powered categorization

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What MyLedger does

Transform Raw Data

Convert bank statements, PDFs, and Excel files into clean financial statements automatically.

AI Auto-Categorization

AI learns your coding patterns and automatically categorizes 90%+ of transactions accurately.

Flag Anomalies

Automatically detect unusual transactions, duplicates, and missing entries for quick review.

How MyLedger works

1

Upload bank statements or connect feeds

Import data from any format—CSV, PDF, Excel, or direct bank feeds. MyLedger handles it all.

2

AI suggests mappings and categories

The AI analyzes transactions and auto-categorizes based on learned patterns. Review suggestions with one click.

3

Review exceptions and export statements

Focus only on flagged items. Export financial statements and working papers ready for review.

Outcomes you'll see

Minutes

To complete statements, not hours

90%

Reduction in manual categorization

100%

Consistent categorization across clients

Ready to try MyLedger?

Join the beta program and experience the difference

Request Beta Access