Automatic Bank Statement Fetching and Management
Tired of reminding clients to send their bank statements? LedgerDocs automatically fetches, organizes, and processes bank statements and transactions, so you don’t have to.
Bank Statement Fetching
LedgerDocs’ Automatic Bank Statement Fetching eliminates the need for manual statement collection by securely retrieving monthly bank and credit card statements directly from clients’ accounts. Clients link their bank accounts without sharing sensitive credentials, and LedgerDocs automatically fetches statements and transactions, keeping everything organized and up to date—saving bookkeepers and accountants time, effort, and unnecessary follow-ups every month.
Enriched Statements
Boosted Statements helps bookkeepers and accountants by automatically generating missing bank statements from retrieved transactions in the absence of missing or unavailable statements directly from your financial institution. You can easily export transaction data in PDF or CSV format for smooth integration with your accounting software, bank reconciliations, or further analysis. Automatically generated statements from transactions are better than no statements at all, right?
PDF to CSV Converter
The PDF to CSV Converter makes it easy for bookkeepers and accountants to convert PDF bank statements into CSV files, ready for quick import into your accounting software. This helps reduce manual data entry, simplifies reconciliations, and ensures accurate financial records. It’s a real time-saver that makes managing bank data a breeze.
Dropbox Integration
With Dropbox integration, bank statement fetching files are automatically retrieved and appear directly in your Dropbox folder—no manual transfers needed. As soon as statements land in LedgerDocs, they’re instantly available in Dropbox, making everything simple and hassle-free.
Automatic Data Extraction
LedgerDocs uses advanced OCR technology to automatically extract important data from your bank statements. Within minutes, you’ll have extracted dates, item descriptions, vendors, total amounts, and running balances all in a format you can use. This data is then available to export to a spreadsheet to use in tandem with our rapid bookkeeping tool to create financial reports or imported straight to QuickBooks Online
Need Help Getting Set Up?
Take advantage of LedgerDocs’ White Glove Service, where our team helps you set up accounts, create company profiles, and organize folders with slick templates and custom emails for your team. We make setup easy so you can get started quickly.
FAQs
Yes! LedgerDocs auto-fetches bank statements every month, so you don’t have to chase them down manually.
LedgerDocs converts PDFs to CSV files, so you can import bank transactions into Excel, QuickBooks, or Google Sheets in just a few clicks.
You can fetch, convert, and organize credit card statements just like bank statements.
Absolutely. LedgerDocs uses bank-level encryption to keep your data safe. Click here to learn more.
