Skip to main content
FEDIX
PricingOnboarding

MYLEDGERImport & upload

Cross-source duplicate detection

Catch the same bank line arriving from two sources, such as a feed and a statement, and stop two imports from running at once.

More in Import & upload Search all features

The problem it solves

The same transaction imported from a feed and a statement doubles income or expenses.

How it works

  1. Import from any source.
  2. MYLEDGER checks for duplicates across sources.
  3. Review flagged duplicates before they reach the ledger.

What your practice gets

  • No double-counted lines.
  • One import at a time per client.
  • Review records kept.

Questions accountants ask

Which sources are compared?

Bank feeds, statements, CSVs and receipts.

Why only one import at a time?

To stop two imports colliding.

Are reviews recorded?

Yes.

Features that work alongside cross-source duplicate detection.

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.

Video

Import bank feed transactions

Import synced bank transactions into the client's ledger, skipping ones already imported.

Video

Automatic document routing

Uploaded documents are classified and sent to the right extractor: bank statement, receipt or financial statement.

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.

Video

AI clean-up of messy spreadsheets

Paste messy CSV text or upload a workbook and AI turns it into transactions for review.

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.

Start 14-day free trial Browse all features