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.
The problem it solves
Every bank exports CSVs differently, and reformatting them by hand is a waste of time.
How it works
- Upload the CSV or Excel file.
- Check the proposed column mapping.
- Resolve any duplicates and import.
What your practice gets
- Works with any bank's export.
- Mapping remembered for next time.
- Duplicates caught before import.
Watch it in the product
A short recording of csv and excel bank import in use.
Questions accountants ask
Do I have to reformat the file?
No. Map the columns once.
Is the mapping remembered?
Yes, per client.
What about duplicates?
They are flagged for you to resolve before import.
Related features
Features that work alongside csv and excel bank import.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
AI 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.
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.
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.
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.