Bank & statement PDFs → clean data

Turn statements into clean, balanced data

Drop in a statement PDF, get back clean transactions you can trust — balanced to the penny, exportable anywhere, and callable in one line by your code or your agent.

Convert a statement See how it works

Free for 10 pages/month, no card. Every job is checked against the statement’s own totals before you download anything.

Northgate Bank — 2026-05-01 to 2026-05-31

Balance check passed

SQ *BLUE BOTTLE COFFEE-$6.75

PAYROLL ACME CORP DIRECT DEP+$3200.00

AMAZON.COM*RT4Y8-$52.19

ONLINE TRANSFER TO SAVINGS-$500.00

Confidence 98%Excel · CSV · JSON · QuickBooks

How it works

From PDF to clean rows in under a minute

No templates to configure, no column-mapping wizard — upload and get structured, checked data.

1
Upload a statement
Drop in a bank, credit-card or financial-statement PDF — scanned or digital, one file or a batch.
2
We extract & check it
Every transaction is pulled out with date, description, signed amount, balance and category, then checked against the statement's own opening/closing totals.
3
Export or call it
Download Excel, CSV or JSON free, or QuickBooks/Xero/Sage on Pro — or call the same engine from your code or your AI agent.

A real result

What you actually get back

Not a mockup — this is an unedited extraction result, rendered straight from the JSON Ledgerary returns.

Northgate Bank

2026-05-01 – 2026-05-31 · Account ****4821

Balance check passed · 98% confidence

Date	Description	Amount	Balance	Category
2026-05-02	SQ *BLUE BOTTLE COFFEE	-$6.75	$4113.80	Coffee/Dining
2026-05-03	PAYROLL ACME CORP DIRECT DEP	+$3200.00	$7313.80	Payroll
2026-05-05	AMAZON.COM*RT4Y8	-$52.19	$7261.61	Shopping
2026-05-07	ONLINE TRANSFER TO SAVINGS	-$500.00	$6761.61	Transfer
2026-05-09	SHELL OIL 574112	-$48.30	$6713.31	Gas/Fuel
2026-05-12	ZELLE FROM J MORRIS	+$150.00	$6863.31	Transfer

Opening $4120.55 → Closing $4863.2812 transactions · +$3375.40 / $-2632.67

What's inside

Built for people who reconcile numbers for a living

Every transaction, structured

Date, description, signed amount, running balance and category for every line — not a raw text dump.

Balance check on every job

We verify opening balance + net movement = closing balance and show a confidence score, so you know what to trust before you use it.

Export anywhere

Excel, CSV and JSON on the free plan. QuickBooks, Xero and Sage import-ready files on Pro and Scale.

Every major bank

Chase, Bank of America, HSBC, Barclays, RBC and dozens more — statement layouts change, the output format doesn't.

Files auto-deleted

Your statement is processed and then removed. We don't keep a copy of your financial documents around.

API & MCP for agents

The same extraction engine as a REST API and a hosted MCP server, so your code or your AI agent can parse a statement as a tool call.

Export formats

Pick your format

Excel, CSV and JSON are free on every plan. Accounting-app exports are on Pro and Scale.

Bank statement to Excel

A formatted .xlsx workbook with one row per transaction and a totals summary.

Bank statement to CSV

A plain CSV with date, description, amount, balance and category columns.

Bank statement to JSON

The full structured result — metadata, transactions, totals and the balance check.

Bank statement to QuickBooks

QuickBooks-ready 3-column CSV (Date, Description, Amount) for bank-feed import.

Bank statement to Xero

Xero pre-coded import CSV (Date, Amount, Payee, Description, Reference).

Bank statement to Sage

Sage-compatible CSV for bank transaction import.

Bank statement to OFX

Open Financial Exchange (.ofx) — the standard bank/credit-card statement format imported by Quicken, QuickBooks Desktop and most accounting tools.

Supported banks

Works with statements from every major bank

Chase Bank of America Wells Fargo Citibank U.S. Bank PNC Bank Capital One TD Bank Truist Regions Bank Fifth Third Bank Citizens Bank Huntington Bank Ally Bank

See all 38 supported banks →

Files are processed then auto-deleted — we don’t keep a copy of your statements.

Every job carries a balance check — opening + net movement must equal the printed closing balance.

A confidence score on every result, so low-quality scans are flagged, not silently guessed.

Read the full security & privacy page →

For developers & agents

Callable by your code — or your AI agent

Bookkeeping and reconciliation are increasingly handled by agents, and they need the same thing a human bookkeeper needs: a trustworthy read of a statement. Ledgerary ships the exact extraction engine behind the site as a public REST API and a hosted MCP server, so an agent can parse a statement as a tool call — one line, structured output, a balance check included.

Single-key REST API + MCP server over the same extraction engine
Batch endpoints and webhooks for unattended agent workflows

Explore the API & MCP server

ledgerary api

$ curl ledgerary.com/api/v1/extract \
  -F "file=@statement.pdf"

{
  "balanceCheck": "passed",
  "confidence": 0.98,
  "transactions": [ ...12 rows ],
  "totals": { "credits": 3375.4,
              "debits": -2632.67 }
}

Pricing

Free to start. Metered when you scale.

A real free tier for occasional use — the paid plans meter per page for teams and agents running volume.

Free

Convert a statement and see real, balanced data. No card.

$0forever

10 statement pages / month
Excel, CSV & JSON export
Balance check + confidence score
Every major bank supported

+2 more

Start free

Pro

Scale

For lenders, platforms and agent products parsing at volume.

$99/mo

Everything in Pro
5,000 pages/mo included, then $0.05/page
600 req/min burst · batch up to 200
Hosted MCP at production quota

+2 more

Get Scale

See full pricing & plan comparison →

FAQ

Common questions

What file types can I convert?

PDF bank, credit-card and financial statements — both digital (text-based) and scanned/photographed PDFs. Output is Excel, CSV or JSON free, plus QuickBooks, Xero and Sage on paid plans.

How accurate is the extraction?

Every job shows a confidence score and a balance check — we verify opening balance + net of all transactions equals the closing balance printed on the statement. If it doesn't match, you'll see a flagged mismatch instead of silently wrong data.

What happens to my statement after I upload it?

Your file is processed to extract the data, then deleted. Ledgerary doesn't keep a copy of your financial documents — see /security for details.

Can I use this with my accounting software?

Yes — Pro and Scale plans export QuickBooks, Xero and Sage-ready CSVs formatted for direct bank-feed import, in addition to Excel, CSV and JSON.

Can an AI agent use Ledgerary?

That's a first-class use case, not an afterthought. Every extraction is available as a REST API and a hosted MCP server, so an agent doing bookkeeping, reconciliation or lending underwriting can parse a statement as a tool call. See /developers.

Is this financial or accounting advice?

Ledgerary is a document-conversion tool: it extracts the data already present in the files you upload. It is not accounting, tax, lending or financial advice. Automated extraction can misread low-quality scans — always review the results (Ledgerary flags a balance mismatch and a confidence score on every job) before you rely on them.

Convert your first statement free

No card required — 10 pages/month free. Balance-checked, exportable, deleted after processing.

Convert a statement See the API