Step 1
Forward statement email
Step 2
AI converts it
Step 3
Get CSV/Excel/QIF/QBO/JSON back
You're doing this the hard way
First, there's the manual nightmare:
It's 3 PM. Your client sends 6 months of bank statements. PDFs.
You open the first one. 47 transactions. You start copying. Date. Description. Amount. Balance.
Jump to your spreadsheet. Paste. Format. Check the number. Did that go in the right column?
Back to the PDF. Scroll. Where was I? Row 23 or 24?
Your eyes are dry. Your back hurts. You've been doing this for 90 minutes and you're only halfway through one statement.
Then, even if you found a converter:
Every. Single. Time. A statement arrives, you have to:
- Download the PDF from your email
- Log into the converter tool
- Upload the file
- Wait for processing
- Download the CSV
- Import it into your accounting software
It's better than manual copying, but you're still babysitting the process.
There's a better way.
Set it up once. Never think about it again.
Ledger Tome converts your bank and credit card statements automatically, through email. No uploads. No logins. No clicking around.
Here's how it works:
Forward your statement
Send or forward your bank statement PDF to your personal Ledger Tome email address
AI converts it automatically
Ledger Tome reads it, extracts every transaction, validates the data
Converted file in your email
Clean CSV, Excel, QIF, QBO, or JSON ready for QuickBooks, Xero, or any accounting software
That's it. One statement in. One conversion out. Automatically.
"But is it safe to email financial documents?"
Yes. Here's exactly how we protect your data:
TLS Encryption Required
Every email connection must use bank-level TLS encryption. If it's not encrypted, we don't accept it.
AES-256 Encrypted Storage
Your files are encrypted in transit and at rest. The same standard used by financial institutions worldwide.
Auto-Deleted After 7 Days
Files are automatically deleted after 7 days. We don't keep your statements.
Virus & Spam Scanning
Every email is scanned before processing. Your inbox stays clean, your data stays safe.
Sender authentication required: we verify the sender before processing
Random inbox addresses: each user gets a unique, random email address (not guessable)
Hosted on AWS secure servers, the same infrastructure trusted by banks worldwide
Not used for AI training. Your data is processed and deleted. Period.
Your client sends you sensitive financial information. We treat it that way.
Works with any bank. Any statement. Any format.
Ledger Tome uses AI to handle any bank statement format automatically:
...and hundreds more
All banks worldwide Chase, Bank of America, Wells Fargo, HSBC, Barclays, Deutsche Bank, that weird regional credit union your client uses
No templates or setup required upload and go. The AI adapts automatically.
Different layouts, languages, and currencies international statements? No problem.
Even scanned PDFs from years ago works with both digital and scanned PDF statements
Bank AND credit card statements handles the tricky date and balance logic that makes credit cards different
Export to whatever your accounting software needs
Ready for QuickBooks, Xero, or any accounting software. Done in seconds, not hours.
Universal format for Excel, Google Sheets, any spreadsheet
Native .xlsx files ready to open
Quicken Interchange Format
QuickBooks Online format
For custom integrations and developers
99.9% accuracy rate. Guaranteed.
Clean, accounting-ready data delivered straight to your inbox.
Reads dates, descriptions, debits, credits, and balances automatically
Handles different statement formats . No templates needed
Understands credit card vs. bank logic . Different date handling, done right
Works with any currency or language . International statements processed correctly
If the conversion doesn't work, we'll make it work. Guaranteed.
Just use the feedback button and we'll fix it for you.
Who saves hours with email conversion?
Accountants & Bookkeepers
Set up email routes for your regular clients. Statements convert automatically. Get back to actual accounting work: advising clients, closing books, strategic planning.
Freelancers
Handle client statements faster without the upload-download dance. Set it once, forget it.
Small Business Owners
Your bank emails statements. We email conversions. Focus on running your business, not data entry.
Anyone reconciling transactions
If you're getting bank statements by email right now, this will save you hours every week.
99.9%
Accuracy Rate
7 Days
File Retention
100%
Secure Processing
Questions you might have
How do I set up email conversion?
Create your free account, go to Email Routes, and you'll get a unique email address. Forward statements there or set your bank to auto-send. That's it.
Does it work with credit card statements too?
Yes. Ledger Tome handles both bank and credit card statements correctly, including the tricky date and balance logic that makes credit cards different.
What if my statement has a weird format?
The AI handles it. No templates needed. It reads the structure automatically, even if it's never seen that exact layout before.
Can I still upload files manually?
Absolutely. You can use both email conversion AND manual upload. Whatever works for your workflow.
What happens to my files after conversion?
Processed securely on AWS servers with TLS encryption, then automatically deleted after 7 days. We don't keep your data.
What formats can I receive?
PDF attachments (digital or scanned). As long as the text is readable, Ledger Tome can extract it.
Ready to automate your conversions?
Before
Bank statement PDF sitting in your inbox
Download, login, upload, wait, download...
After
Clean CSV/Excel file in your inbox
Ready for QuickBooks, Xero, or any accounting software
You've been downloading, uploading, and babysitting conversions because you didn't have another option.
Now you do.
Set it up once. Never think about it again.
Start with 3 free pages per week + 10 bonus tokens . No credit card required.