Feeds drop, need reauthorising, or never offered the history you need. The statement still exists — convert it and import the period without waiting.
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.
Feeds fail for mundane reasons — the institution dropped support, the connection needs reauthorising, the account is closed, or history older than 90 days simply is not offered. None of that blocks the statement itself. Converting the PDF gets the period into the books without waiting for the connection to come back.
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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