Upload your bank statements and ledger. MatchLedger matches them in seconds — and proves the period ties out to the cent.
Any bank or card — US or international — PDF or CSV. No templates to set up, no column mapping.
Two workflows, one promise: from any statement to a closed, proven month.
Clean, verified data in — no manual data entry, no broken feed
Bank statement, credit-card statement, or account ledger — PDF (even scans) or CSV, from any bank, any year. Feeds back-fill ~90 days; statements reach back forever.
Every line extracted, then verified against the statement's own balances — opening to closing, to the cent.
Import-ready files for QuickBooks, Xero, Zoho Books, Wave, and more — amounts signed the way each tool expects, so its own bank rules and auto-matching fire.
Many businesses are finished right here. Which one sounds like yours?
You just skipped the manual data entry process. That's the part that limits how many clients one person can carry. Import, code, close; for most months that's the whole job.
In these months the bank and the books stop mirroring each other:
Phase 2 proves the month and hands you the exceptions. ↓
When the books have to be proven, not just filled
Already uploaded the account ledger in Step 1? It's here — move on. Otherwise, export it from your accounting software; in QuickBooks that's Transaction Detail by Account, filtered to the account and period.
Statement vs ledger, matched one-to-one. High-confidence pairs match automatically; the rest queue for a quick review with the evidence laid out.
Export the unmatched lists (Excel or CSV). Keep the timing differences for yourself — send the client only what needs their memory.
Back in your software: beginning balance ties out, difference hits $0.00, reconciliation report saved for your reviewer. Month closed.
Individuals and professionals doing their own books: MatchLedger is free — 200 transactions and 3 reconciliation jobs a month.1
1Free-tier allowances — currently 200 transactions and 3 reconciliation jobs per calendar month — are offered at MatchLedger's discretion. We reserve the right to change, limit, or discontinue the free tier at any time, including raising or lowering either allowance. Nothing here modifies our Terms of Service, which govern your use of MatchLedger.
Any bank, credit-card or ledger format, however customized, reads without setup. Every import is balance-verified so nothing slips past you. If your format ever needs tuning, we build you a dedicated template — free, no limit on requests.
Request it from inside the app, we build it, you get an email — usually within 2–3 business days. See the full workflow.
The difference
Every extraction tool can hand you rows in a spreadsheet. The best ones check a closing balance — then the guarantee evaporates the moment you import. MatchLedger rebuilds each statement's running-balance chain — opening to closing, transaction by transaction — proves the export is complete before a single row reaches your books, and then proves your books against the statement when you reconcile.
of rows verified against the statement's own running balance
unexplained difference tolerated — gaps are flagged, never buried
for a completeness proof that used to take an evening with a highlighter
Converters stop proving at the download. MatchLedger proves all the way to the close.
Built specifically for accountants and bookkeepers who are tired of manual matching in spreadsheets.
Upload PDFs or CSVs — bank statements, credit card statements, and account ledgers are automatically parsed, then verified complete against the statement's own running balance. No manual data entry, no silent gaps.
Intelligent scoring weights tuned for real bank and credit-card statements. Auto-match high-confidence pairs, flag the rest for review.
Export reconciliation reports as CSV or Excel. Generate import-ready transaction files for QuickBooks, Xero, Monarch, Wave, YNAB, Zoho Books, and FreshBooks — formats proven with live imports.
Give each client's set of books its own organization, from one login — with true multi-tenant isolation. Every organization's data, plan, and billing stay completely separate, so you size each client's plan to that client's own volume instead of buying your largest client's plan for everyone.
Catch-up & cleanup work
Bank feeds only back-fill about 90 days. Everything older exists only in PDF statements — so a catch-up engagement means manual data entry, unless the PDFs go through MatchLedger. Upload the whole stack, get verified imports, and turn days of data entry into hours of review.
Whether you manage one set of books or fifty, MatchLedger adapts to how you work.
Run a full reconciliation without paying — 200 transactions a month and CSV export on every plan. Handle multiple clients with separate sets of books, and scale your practice without scaling your hours.
Reconcile multiple client accounts in one place — and take on cleanup engagements without the manual data entry. Spend less time matching and more time advising.
Stop chasing spreadsheet errors. Get accurate, balance-verified reconciliation reports your auditors will love.
No credit card required
One plan covers one set of books — a single business, or a single client's. Reconcile for several clients and each set of books gets its own organization, each on the plan that fits its volume. A service client running 150 transactions a month and a retailer running 14,000 never have to sit on the same plan.
Organization is what MatchLedger calls one set of books — one per client or business, each walled off from the others. That is the multi-organization, multi-tenant setup you'll see throughout the app.
Each business whose books you reconcile gets its own organization. That is the unit MatchLedger prices, and the unit it isolates.
The tier follows how much lands in that client's books each month — not your practice's total.
Every cap is metered per organization, and one organization's plan never covers another.
Every price below is for one organization — one client's set of books. Start free, upgrade when that organization's volume calls for it. No hidden fees, no surprises.
Subscribe during your trial and get 50% off your first 3 months.
Each price covers one organization — one set of books. How pricing works
Every account starts on Professional free for 30 days — no card, nothing to cancel.
After that you stay on the Free plan, no action needed.
A complete reconciliation, at no cost
for your first 3 months
For freelancers and solo accountants
Upgrade anytime from your account
for your first 3 months
For growing practices and teams
Included in your trial
for your first 3 months
For firms and growing teams
Upgrade anytime from your account
for your first 3 months
For high-volume firms and enterprises
Upgrade anytime from your account
Security isn't an afterthought. It's built into every layer of MatchLedger.
Every organization's data is completely isolated at the database level. Tenants can never see each other's data.
All data is encrypted using TLS 1.3 in transit and AES-256 at rest. Your financial documents are always protected.
Every admin action is logged with timestamps and user identity. Full audit trail for compliance requirements.
Your financial data stays on our servers. We never sell, share, or provide third-party access to your documents.
Create your account and run your first reconciliation today. Free tier, or 30 days of Professional — no credit card either way.
No credit card required.
