Skip to content
Statement-first financial review

Review transactions with less noise and better proof

Upload a statement, filter down to the risky parts, and finish with a ledger you actually trust. LedgerLens is built for people who need to verify before they move on.

No bank connection required
No credit card required
Delete documents anytime

0 bank links

required to get started

Work from statements you upload instead of connecting live accounts.

0 export formats

when the ledger is clean

Download your reviewed transactions as CSV or Excel.

0 plan tiers

from free to pro

Start light, then add more review volume only when you need it.

0 review profiles

already supported

Households, freelancers, businesses, creators, and students all fit the flow.

LedgerLens Dashboard showing searchable financial transactions and analytics

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.

The core workflow

From uploaded statement to verified ledger in three steps

Import the statement, focus the review surface, then decide what actually leaves the session. That sequence is the product.

Searchable transactions instead of a dead PDF.

Filters that shrink the review surface before you export.

Controls that let you keep, download, or delete uploaded documents.

01

Import the statement

Bring in a PDF or statement export and turn it into a searchable transaction list that is ready for review.

Statement uploadTransaction extractionSearchable ledger
02

Filter down to the risky parts

Narrow the table by date, category, or uncategorized activity so the highest-priority items stand out first.

Largest itemsUncategorized focusFast triage
03

Verify, export, or delete

Finish the session with a cleaner ledger, then download the result or remove the uploaded documents on your terms.

CSV + ExcelDelete anytimePrivacy-first control

Review state

A clearer picture before anything gets exported downstream

LedgerLens is built around the state you need before sharing data anywhere else: the largest charges surfaced, the questionable rows isolated, and the exit path under your control.

Largest charges surface early

Start with the transactions worth double-checking before you scan the full statement.

Document control stays with you

Review the data you uploaded, then keep it, export it, or delete it when the work is done.

Exports happen after the cleanup

Move the reviewed ledger into the rest of your workflow only after it has been verified.

Review Session

Statement

Imported

Searchable rows ready

Focus

Largest first

Uncategorized in view

Exit

CSV / Excel

Or delete source files

Priority queue

Focus on the transactions worth verifying before you scan the long tail.

Statement upload complete

City Market

Card purchase · Feb 14

-$84.12Matched

Streaming Renewal

Uncategorized · Feb 15

-$19.99Review

Wire Transfer

Large transaction · Feb 16

-$640.00Priority

Review checklist

Confirm large or unusual charges.

Scan uncategorized rows before export.

Remove uploaded documents when the session is done.

End state

Leave the session with a cleaner ledger, not just more tabs open.

Export the reviewed data into the rest of your workflow or delete the source documents once you are satisfied with the result.

CSVExcelDelete uploads

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.

No bank connectionCSV + Excel exportsDelete documents anytime