Amex card PDFs into a categorized CSV, with the monthly payment treated as a transfer instead of being booked as income.
Free 20 pages. No card required.
A plain PDF-to-CSV tool hands you uncategorized rows and you still spend the evening assigning accounts. LedgerDrop categorizes against the chart of accounts you paste in and flags the rows it is unsure about, so reviewing is faster than re-keying.
Free 20 pages. No card required.
Amex statements are card statements: charges are debits and the payment you send each month arrives as a credit. Book that credit literally and the client's revenue is overstated by exactly their card spend. It is categorized as an internal transfer here, but it is the first row to verify on any card import.
No. It reads the PDF you already have, so it works for closed accounts, old periods, and banks that never offered a usable feed. You only need the statement file itself.
Yes. The statement is read by a vision model rather than a text parser, so scans and photographed pages are handled. This is usually where plain PDF-to-CSV converters return an empty file.
Yes — paste the client's categories and transactions are mapped to those rather than to generic buckets. Without a pasted chart of accounts it falls back to a standard small-business one.
Every row carries a confidence score and low-confidence rows are highlighted, so you check the handful that are uncertain instead of re-reading the whole statement. Categories are editable in one click and the correction is kept.
A QuickBooks-ready 4-column CSV (date, description, credit, debit), or a fuller CSV that also carries categories and confidence scores. The same files import cleanly into Xero and most other ledgers.
Duplicate transactions across documents are detected on date, amount and description, flagged in the review table, and excluded from the QuickBooks export — which is how double entries usually sneak into a set of books.
The first 20 pages are free with no card. After that it is $19 for 50 pages or $49 for 200, one-time rather than a subscription, and credits do not expire. A page is a PDF page, not a transaction.
Files are processed to produce your CSV and are not sold or shared. Don't send anything you would not be comfortable emailing — and if you need a signed agreement before uploading client data, ask first.
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