For solo & small-business bookkeeping

Turn a messy CSV into a reviewed, monthly ledger in minutes.

Upload your bank or card export. Ledger suggests a category and a plain-English reason for every transaction — you confirm or correct each one before anything is counted toward your monthly totals.

Suggested categories are generated automatically and are estimates, not professional accounting or tax advice. Always review before you rely on them.

august-2026.csv — reviewed

STRIPE PAYOUT #4471

Aug 24 · suggested: Income

+$4,280.00

AWS INVOICE

Aug 23 · suggested: Software

-$186.42

OFFICE DEPOT #2201

Aug 22 · suggested: Office

-$54.10

CLIENT PAYMENT — Rosa Studio

Aug 21 · suggested: Income

+$1,200.00

SHELL FUEL #0091

Aug 20 · suggested: Transport

-$41.75
Net for August+$5,197.73

How it works

01

Upload

Drop in a CSV export from your bank or card statement.

02

Review

Every row gets a suggested category, confidence, and reason.

03

Confirm

Accept or correct each suggestion — you stay in control.

04

Track

See confirmed totals roll up into a monthly summary.

Review, not autopilot.

Ledger is a review tool for organizing your own records — it does not connect to your bank, file taxes, or replace a bookkeeper or accountant.

  • Every category is an editable suggestion with a stated confidence level.
  • Nothing counts toward your totals until you confirm it.
  • CSV uploads only — no bank credentials are ever requested.
  • Sample/demo data is always clearly labeled as such.

Ready to clear out this month's CSV?

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