Upload statements from every account and business — CSV, PDF, OFX, or scans. Ledgerly auto-categorizes every transaction and gives you clean income vs. expense reports you can export.
CSV, Excel, PDF statements, OFX/QFX/QBO, or scanned images. We parse them all.
AI auto-categorizes transactions; your custom rules always win for predictable results.
Income vs. expense, category breakdowns, per-account or consolidated. Export to PDF or Excel.
Separate workspaces per business — fully isolated data with role-based access.
Row-level security, private storage, and encrypted sessions. Account numbers shown as last-4 only.
At-a-glance KPIs, monthly trends, and 12-month cash flow charts.