Rental statement import
Upload property agent statements; MYLEDGER extracts the rental schedule for you to edit and import into the ledger.
The problem it solves
Keying rental income and expenses from agent statements is repetitive.
How it works
- Upload the agent statements.
- Review and edit the extracted schedule.
- Import into the ledger.
What your practice gets
- Rental figures without keying.
- Editable before import.
- Feeds the rental schedule.
Questions accountants ask
Which statements work?
Property agent rental statements.
Can I edit the extraction?
Yes.
Where do figures go?
Into the ledger and the rental schedule.
Related features
Features that work alongside rental statement import.
Rental property and managed fund register
Register rental properties and managed funds with the accounts that belong to each, for use in schedules.
VideoAI 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.
Universal upload
A catch-all for unusual documents: AI decides what the file is and what to extract, and shows a preview for you to confirm.
Review-first transaction upload
Upload files, review the extracted transactions in a grid, edit them and confirm.
Upload history
A list of past uploads with a count of those that need attention.
Manual transaction entry
Type transactions directly into the grid when there are only a few to add.
VideoSee 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.