AI clean-up of messy spreadsheets
Paste messy CSV text or upload a workbook and AI turns it into transactions for review.
The problem it solves
Not every statement arrives as a clean CSV.
How it works
- Paste the text or upload the workbook.
- AI extracts the transactions.
- Review and import.
What your practice gets
- Handles awkward layouts.
- Less manual tidying.
- Review before import.
Questions accountants ask
Can it read workbook sheets?
Yes.
Do I review the result?
Yes. Extracted data is shown for your review before it is imported into the ledger.
What if it gets something wrong?
Edit the extracted rows before importing.
Related features
Features that work alongside ai clean-up of messy spreadsheets.
CSV and Excel bank import
Upload a CSV or Excel statement from any bank; MYLEDGER proposes the column mapping, remembers it, resolves duplicates and imports.
VideoFix unusual statement layouts
MYLEDGER analyses an uploaded sheet and restructures messy transaction data into a usable form.
Remembered CSV mappings
Column mappings are saved per client, so the next upload from the same bank needs no mapping work.
PDF bank statement converter
Upload PDF bank statements, including scans, and text recognition converts them into transactions you can check page by page before import.
VideoSource statement library
Keep each client's uploaded PDFs organised: list, rename, reorder and delete them, alongside documents from FEDIX.
Prior-year financial statement import
Upload last year's financial statements; MYLEDGER reads them, matches accounts, suggests new ones and drafts balanced opening figures for your approval.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.