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.
The problem it solves
Clients send PDF statements, and typing them in line by line is the slowest job in bookkeeping.
How it works
- Upload the PDF statements.
- Review each converted page, edit or replace pages and re-run recognition where needed.
- Confirm any discrepancies, then import.
What your practice gets
- PDF statements become ledger lines.
- Page-by-page checking.
- Discrepancies surfaced before import.
Watch it in the product
A short recording of pdf bank statement converter in use.
Questions accountants ask
Can it read scanned statements?
Yes. Text recognition handles scanned PDFs.
What if a page is wrong?
Edit it, replace it or re-run recognition.
Is there a dedicated page?
Yes, see the bank statement PDF feature guide.
Related features
Features that work alongside pdf bank statement converter.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Source 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.
Resume a statement import
A half-finished prior-year statement import saves its progress and uploads, so you can come back to it.
Depreciation schedule converter
Read amortisation and depreciation schedules from PDF, check the pages and import them into depreciation.
Post depreciation to the ledger
Post extracted amortisation lines from an imported schedule into the ledger.
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.