Upload any bank statement. LedgerIQ extracts, categorizes, and maps transactions to B22C means test fields — automatically.
Three steps. No manual data entry. No spreadsheets. No templates to configure.
PDF or CSV from any bank or credit union. LedgerIQ's AI parser handles the formatting automatically — no templates needed.
Transactions are extracted, deduplicated, and mapped to B22C means test categories in seconds.
A structured, attorney-ready report with full reconciliation, anomaly flags, and monthly breakdowns.
Every design decision was made with the end user — and their attorney — in mind.
Works with any bank statement format. AI extraction means no manual template configuration.
Transactions automatically categorized and mapped to the correct means test fields.
Financial data is processed and stored locally. Nothing is sent to external servers.
Flags suspicious transactions, large transfers, and duplicate entries before export.
Month-over-month spending breakdowns with fixed vs variable categorization.
No Python, no command line. Download, install, and run — that's it.
We're developing a version of LedgerIQ that plugs directly into your client onboarding workflow — automated means test prep, structured output for your case management system, and bulk client processing. Express interest below and we'll reach out when it's ready.
No commitment. We'll follow up with details on the attorney workflow tool when it's available.