Automatic document routing
Uploaded documents are classified and sent to the right extractor: bank statement, receipt or financial statement.
The problem it solves
Choosing the right tool for every document is tedious.
How it works
- Upload documents.
- Each is classified.
- It goes to the matching extractor.
What your practice gets
- Less sorting.
- Right extractor every time.
- Mixed batches handled.
Questions accountants ask
Can I upload a mixed batch?
Yes.
Can I override the classification?
Use the specific import path if needed.
What types are recognised?
Bank statements, receipts and financial statements among others.
Related features
Features that work alongside automatic document routing.
AI upload
Drop in any document and AI works out what it is, extracts the data, checks it and prepares it for the ledger, with confirm, cancel and review steps.
Fix unusual statement layouts
MYLEDGER analyses an uploaded sheet and restructures messy transaction data into a usable form.
Upload Hub
One page for every way of getting client data in: AI upload, CSV, bank statements, opening balances, amortisation schedules, receipts and rental statements.
VideoCSV and Excel bank import
Upload a CSV or Excel statement from any bank; MYLEDGER proposes the column mapping, remembers it, resolves duplicates and imports.
VideoAI clean-up of messy spreadsheets
Paste messy CSV text or upload a workbook and AI turns it into transactions for review.
Remembered CSV mappings
Column mappings are saved per client, so the next upload from the same bank needs no mapping work.
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.