Connect your transactions, let AI handle categorization and reconciliation, and get polished reports branded with your logo — delivered to your CPA with one click.
Drag-and-drop your bank CSV or connect directly. We parse and normalize everything automatically.
GPT-4o-mini categorizes every transaction with confidence scores. Low-confidence items are flagged for your review.
Generate branded PDF and Excel reports with your logo and letterhead, ready to share with your CPA.
Review every categorization and override anything the AI got wrong. Your books, your rules.
Your data is encrypted and private. We never share your financial information with third parties.
Create an account and upload your first CSV in under 2 minutes. No training required.
Our AI-powered support team is here for you. Email us anytime and we'll take care of the rest.
Contact us: ledgermind-7d7a2236@ctomail.io