No bank login required
Review your finances the way you actually work.
Upload a bank statement. Get a searchable, categorized ledger. Export the clean data or delete it — your terms, your timeline. No bank credentials involved.
- No bank connection required
- No credit card to get started
- Delete uploaded documents anytime
| Transaction | Amount | Status |
|---|---|---|
Wire Transfer Large transaction · Feb 16 | −$640.00 | Priority |
City Market Card purchase · Feb 14 | −$84.12 | Matched |
Streaming Renewal Uncategorized · Feb 15 | −$19.99 | Review |
Freelance Income ACH credit · Feb 17 | +$2,400.00 | Matched |
Coffee Subscription Recurring · Feb 18 | −$32.00 | Review |
What you'll do
A quieter loop than the apps that won't stop ringing.
Three repeating moves: review last month, watch the trend, keep your records sovereign. LedgerLens is built around that loop.
Step 01 · Review
Review where the money went
Bring in a PDF or CSV statement and turn it into a searchable, categorized ledger. Sort by largest, scan by category, or filter to just the rows that need a second look.
- Searchable transactions instead of a dead PDF
- AI categorization with a confidence flag on uncertain rows
- Filters that shrink the review surface before export
Step 02 · Watch
Watch the cashflow over time
Once your statements are imported, the monthly view shows income, expenses, and net flow at a glance. No dashboards full of widgets — just the lines you actually look at.
- Income and expense trend over the last 12 months
- Net worth movement when you upload multiple accounts
- Tabular numerals so amounts stay aligned column to column
Step 03 · Keep
Keep your records sovereign
What you upload stays yours. Export the reviewed ledger as CSV or Excel for taxes, bookkeeping, or your records — then delete the source documents the moment you're done.
- CSV and Excel export of any reviewed period
- Delete uploaded statements from the dashboard, anytime
- Never sold, never shared with advertisers or data brokers
Designed for precision
Every statement reviewed through a single, focused interface. No noise. No distractions. Just your data.
Built for review-heavy workflows
Different money situations. One cleaner review surface.
LedgerLens is not trying to be a universal money super-app. It is tuned for statement review, transaction verification, and cleanup across the workflows below.
Households
Review card charges, recurring bills, and monthly statements without app-switching.
Freelancers
Separate reimbursements, client expenses, and personal spend before export time.
Small Businesses
Keep uploaded statements searchable so month-end reviews take less manual cleanup.
Creators
Check payouts, subscriptions, and business purchases before they blur together.
Students
Stay on top of tuition, loan, and living-expense activity in one review surface.
Your data, your rules
Your financial data stays private.
We never sell, rent, or share your financial information with third parties. What you upload stays yours — and you can delete it the moment you are done.
Never sold
Your financial data is not a product. We do not sell, rent, or trade it with advertisers, data brokers, or anyone else.
No bank credentials
LedgerLens never asks for your bank login. You upload statements directly — no third-party bank access, ever.
Not shared
We do not share your personal or financial information with third parties for marketing or targeting purposes.
Delete anytime
You stay in control. Export what you need and delete your uploaded documents from the dashboard whenever you choose.
Read our full Privacy Policy — written in plain language, no legal maze.
Simple pricing
Start free. Pay only for more volume.
Three tiers. No contracts. No cancellation fees.
Starter
$0
Free forever
- Upload bank statements (PDF, CSV)
- AI transaction categorization
- CSV + Excel export
- Delete documents anytime
Plus
$12
per month — or $120/year
- Everything in Starter
- Higher upload volume
- Priority processing
- Advanced filtering
Pro
$19
per month — or $190/year
- Everything in Plus
- Highest upload capacity
- Advanced review workflows
- Priority support
Business
$39
per month — or $390/year
- Everything in Pro
- 200 statements / month
- Built for bookkeepers & small firms
- Priority support
See full plan details on the pricing page.
Frequently asked questions
Common questions about LedgerLens
- Do I need to connect my bank account?
- No. LedgerLens works entirely from uploaded bank statements — PDFs or CSV exports from your bank. Your banking credentials are never required, and we never request read access to your accounts.
- How does pricing work?
- Starter is free forever and covers core upload-and-review functionality. Plus is $12/month (or $120/year) and adds higher upload volume and advanced filtering. Pro is $19/month (or $190/year) and is built for high-volume reviewers. Business is $39/month (or $390/year) and is built for professional bookkeepers and small accounting firms.
- Is my financial data secure?
- Your uploaded statements are processed and stored under AES-256 encryption with strict access controls. We never sell or share your financial data with third parties. You can delete uploaded documents from the dashboard at any time.
- How is LedgerLens different from apps that link to my bank?
- Apps like Mint or Copilot require your bank login credentials to be stored by a third party. LedgerLens has no bank connection — you upload the statement yourself, review it on your terms, and export the result. Your bank login never leaves your bank.
- Can I cancel or delete my account?
- Yes. You can delete uploaded documents from the dashboard whenever you like. You can cancel your subscription at any time with no long-term contract and no cancellation fees.
Start with Starter
Ready to review your transactions?
Create a free account, upload a statement, and run the same focused review loop that the rest of this page is promising.