Everything you need for bank & credit card statement conversion
Ledger Tome combines AI-powered extraction with interactive validation to deliver accurate, accounting-ready data from any bank or credit card statement PDF.
Core Features
Powerful tools designed specifically for accountants, bookkeepers, and finance professionals.
AI-Powered Extraction
Our advanced AI reads bank and credit card statements like a human accountant would. It understands context, recognizes transaction patterns, and accurately extracts data regardless of the PDF layout or formatting.
- Contextual understanding
- Pattern recognition
- Layout-agnostic processing
Universal Bank & Card Support
Works with bank and credit card statements from any financial institution worldwide. Whether it's a major international bank, a local credit union, or any card issuer, Ledger Tome handles them all without requiring custom templates.
- Any bank format
- No templates needed
- Automatic layout detection
Clean, Structured Output
Every conversion produces standardized data ready for import into QuickBooks, Xero, Wave, or any accounting software. Export as CSV, Excel, QIF, QBO, or JSON.
- ISO date format (YYYY-MM-DD)
- Separated debit/credit columns
- Running balance tracking
Interactive Validation & Editing
Review extracted data in an interactive table before downloading. Click any cell to edit, and our smart validator highlights discrepancies between extracted and expected balances.
- Click-to-edit cells
- Real-time validation
- Balance discrepancy detection
Smart Auto-Fix
When the validator detects balance mismatches, you can auto-correct them with a single click. The system recalculates based on transaction amounts to ensure your data balances correctly.
- One-click corrections
- Automatic recalculation
- Audit trail preservation
Conversion History
Access all your past conversions for 7 days. Re-download files, review previous edits, or continue where you left off. Your work is never lost.
- 7-day file retention
- Re-download anytime
- Resume editing sessions
Email-to-Convert
Set up a personal conversion email address and send PDFs directly from your inbox or forward them from your bank. Receive converted files back automatically, with no login required.
- TLS-encrypted email connections required
- Sender authentication controls
- Forward directly from service providers
Clean, consistent output formats
Every conversion produces the same structured output, ready for import into any accounting software.
| Column | Format | Description |
|---|---|---|
| Date | YYYY-MM-DD | Transaction date in ISO format |
| Description | Text | Full transaction description |
| Debit | Number | Money out (withdrawals, payments) |
| Credit | Number | Money in (deposits, transfers) |
| Balance | Number | Running balance after transaction |
| Currency | ISO 4217 | Three-letter currency code (USD, EUR, GBP) |
| Account ID | Text | Account identifier from statement |
Your data is protected
We take security seriously. Your financial documents are encrypted, processed securely, and automatically deleted.
End-to-End Encryption
Your files are encrypted during upload, processing, and storage. We use industry-standard TLS 1.3 for all data in transit.
Automatic Deletion
All uploaded files and generated exports are automatically purged after 7 days. Your financial data doesn't linger on our servers.
Secure Processing
Files are processed in isolated environments. No human ever sees your bank or credit card statements; only AI processes them.
Works with any bank or card issuer
Our AI doesn't rely on templates. It reads and understands bank and credit card statements from financial institutions worldwide, automatically adapting to different layouts and formats.
Supports statements in English, Spanish, French, German, and more
Built for finance professionals
Whether you're a solo bookkeeper or part of an accounting firm, Ledger Tome saves hours of manual data entry.
Accountants
Process client bank and credit card statements in bulk
Bookkeepers
Import transactions into accounting software
Small Businesses
Digitize paper statements for record-keeping
Freelancers
Track income and expenses easily