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AI-powered bookkeeping

Save 80% of the time you spend on bookkeeping

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[email protected]January 2025 Statement — HSBCPDF09:14

Meridian Logistics Ltd

HSBC · 01 Jan–31 Jan 2025

Parsed

Statement lines142 transactions

  • Client Invoice PaymentRevenue£18,500
  • HMRC VAT PaymentHMRC VAT£6,200
  • Shareholder DistributionDividends£5,000

+ 139 more

Trial balanceGenerated

AccountDebitCredit
Revenue£248,500
HMRC VAT£41,420
Dividends Paid£20,000
Travel & Subsistence£8,640
Cash at Bank£178,440

Balanced — £248,500 = £248,500

ExportXLSPDF

Illustrative sample data.
of bookkeeping time saved
80%
UK bank statement formats read
11
sources: emails, PDFs, Excel, images
4
exports: Xero, QuickBooks, Sage
3
  • HSBC
  • HSBC Commercial Card
  • Barclays
  • NatWest
  • Lloyds
  • Monzo
  • Starling
  • Metro Bank
  • Virgin Money
  • American Express
  • ANNA

Features

Everything your firm needs

One platform to receive, process and report on all your clients' financial data.

01 / 05

Email Statement Detection

Connect your firm's inbox. Ledger AI detects incoming statements from client companies, extracts transaction data automatically and maps it to the correct client ledger.

02 / 05

Bank Statement Ingestion

Receive bank statements from any client — HSBC, Barclays, NatWest, Lloyds and more. Our engine reads every format: PDF exports, CSV downloads, emailed statements — no manual entry.

  • HSBC · Meridian Logistics Ltd

    142 transactions

    Parsed

  • Barclays · Thornton & Sons Ltd

    87 transactions

    Parsed

  • NatWest · Apex Property Group

    203 transactions

    Parsed

  • Lloyds · Greenfield Retail Ltd

    64 transactions

    Parsed

03 / 05

AI Spending Categorisation

Every transaction is categorised in real time — Revenue, HMRC VAT, Dividends, Travel, Payroll and more. Trained on UK accounting standards. Override with one click.

  • Client Invoice Payment

    Revenue

    £18,500

  • HMRC VAT Payment

    HMRC VAT

    £6,200

  • Shareholder Distribution

    Dividends

    £5,000

  • British Airways

    Travel

    £1,240

  • Office Supplies

    Overheads

    £320

04 / 05

Trial Balance & Reports

Generate a fully-reconciled trial balance at any point. Export to Excel or PDF for review. Drill into any category or client in seconds.

AccountDebitCredit
Revenue£248,500
HMRC VAT£41,420
Dividends Paid£20,000
Travel & Subsistence£8,640
Cash at Bank£178,440

Balanced — £248,500 = £248,500

05 / 05

Statement Alerts

The moment a client company sends a statement, your firm is alerted. Know instantly which statements have arrived, which are pending, and which need attention.

  • Meridian Logistics Ltd

    HSBC · Statement processed

  • Thornton & Sons Ltd

    Barclays · Statement processed

  • Apex Property Group

    NatWest · Processing now

  • Greenfield Retail Ltd

    Lloyds · Awaiting statement

How it works

From statement to report in minutes

  1. 01

    Receive client statements

    Connect your firm's inbox. Clients email their statements to you as usual — PDFs, Excel files or photos.

  2. 02

    Statements are detected

    Ledger AI spots incoming statements from HSBC, Barclays, NatWest, Lloyds and all major UK banks, and maps each one to the correct client ledger.

  3. 03

    Transactions are extracted

    Every transaction is read from the document, parsed and de-duplicated. No manual data entry.

  4. 04

    Spending is categorised

    Each line is categorised — Revenue, HMRC VAT, Dividends, Travel, Payroll — by AI trained on UK accounting standards. Override any of them with one click.

  5. 05

    Trial balance is built

    A fully reconciled trial balance is generated, ready to drill into by category or by client.

  6. 06

    Review and export

    Your team is alerted the moment processing is complete. Check the figures, then export to Excel or PDF, or straight into Xero, QuickBooks or Sage.

Try it free — no signup

Convert a bank statement PDF to Excel

Upload a PDF bank statement and we'll email you a clean Excel file with every transaction extracted and AI-predicted spending categories — up to 3 per day, completely free.

Drop your PDF statement here, or click to browse

Digital (text-based) PDFs only — scanned statements aren't supported yet

· we'll ask for your email next

Supported banks

HSBCHSBC Commercial CardBarclaysNatWestLloydsMonzoStarlingMetro BankVirgin MoneyAmerican ExpressANNA
  • Excel emailed with every transaction and AI-predicted spending category
  • Date, type, description, debit, credit and balance preserved
  • We save your email locally — no need to enter it again
  • Digital PDF statements only — scanned copies coming soon
Ledger AI data pipeline

Documents in

Books out

  • MAILEmails
  • PDFStatements
  • XLSExcel
  • JPGImages

AI processing

Ledger AI

  • Clean data
  • Categorisation
  • Trial balance
  • Cloud sync
  • Alerts
Integrations
  • Xero
  • QuickBooks
  • Sage

1 month free

Try Ledger AI free for a full month

See your books clean themselves. Enter your email and we'll set you up with a full month of Ledger AI — completely free, no card required.

  • Automatic statement extraction & categorization
  • Instant trial balance generation
  • Cancel anytime — no strings attached

FAQ

Frequently asked questions

Everything you need to know about our AI-powered bookkeeping automation and how it integrates into your UK accounting practice.

Something we haven't covered?No sales pitch. Just a live walkthrough tailored to accounting firms.
What is Ledger AI?

Ledger AI is an AI-powered bookkeeping assistant that works in the background to capture incoming information, process bookkeeping tasks, and keep your workflow moving.

How is Ledger AI different from Xero, QuickBooks, and Sage?

Xero, QuickBooks, and Sage are accounting platforms. Ledger AI focuses on automating the workflow around bookkeeping — from inbox to books — while learning from historical data and patterns.

Can Ledger AI work with Xero, QuickBooks, and Sage?

Yes. Ledger AI is designed to work alongside your existing accounting software, helping automate bookkeeping without replacing the tools you already use.

Can Ledger AI integrate with other systems?

Yes. Ledger AI can integrate with other finance and business tools through supported integrations and APIs.

Can Ledger AI automatically ingest emails and documents?

Yes. The Ledger AI Email Agent can capture relevant emails, invoices, receipts, and financial documents and bring them into the bookkeeping workflow automatically.

Does Ledger AI learn from historical data?

Yes. Ledger AI can learn from available historical data and patterns to help inform future bookkeeping workflows.

Is my data secure?

Ledger AI is designed with security and data protection in mind, with safeguards in place to protect your financial information.

Does Ledger AI replace accountants?

No. Ledger AI handles repetitive workflow activity in the background, while accountants provide the review, context, judgement, and expertise.

Book a demo

See Ledger AI in your firm's workflow

A focused 20-minute walkthrough — we'll show you how Ledger AI handles your clients' bank statements, categorises transactions and keeps your team instantly informed.

“Ledger AI transformed how we handle statements. What used to take a day now takes minutes. Exceptional accuracy.”

Reserve your slot

No sales pitch. Just a live walkthrough tailored to accounting firms.

We'll send you a calendar invite within 24 hours