Ledger
Generate Ledger
Copy the ledger generator prompt and paste it into your preferred AI coding agent (Claude Code, Cursor, Gemini CLI, etc.). Point it at your broker statements and it will generate a ledger-export.json file you can import below.
Import Financial Data
Drop broker statements here (PDFs, XMLs, CSVs, images) or pre-formatted JSON files.
AI will identify the data type and extract all transactions.
Loading ledger...
Repair Ledger Data
Scan existing ledger entries for missing or incorrect data — payer details, relief statements, entity information — and batch-fix them.
Ledger Management
Drop ledger-export.json here or click to browse