Ledger Lens

Spending, made readable.

Upload your client's credit card or bank statements. Get a clean, visual breakdown ready for the next engagement meeting.

Drop statements here

CSV, Excel (.xlsx, .xls), or PDF · multiple files welcome

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Annual breakdown

Spending by category, ranked by share of wallet.

Monthly peaks

Highest and lowest months surfaced automatically.

Top vendors

The 3 vendors driving each category's spend.

Privacy & compliance

Statements are parsed in your browser. Only anonymized merchant strings are sent to our AI categorization service — no account numbers, balances, or personal identifiers. Nothing is written to a database. You remain responsible for your firm's data-handling obligations (FINRA Rule 3110, Reg S-P, etc.).