Jobs we do
LedgerReady handles eight bookkeeping-prep jobs, each with its own page below: statement PDFs to Excel, QuickBooks Online, Xero and Wave import files, Etsy/Shopify seller clean-ups, freelancer catch-up, receipt matching and credit card statements.
- Bank statement PDF to a categorised Excel ledger
Turn bank statement PDFs into a categorised Excel spreadsheet with a reconciliation check. Running-balance and sectioned statement layouts handled. - Bank statements to a QuickBooks Online import CSV
Get bank and card statements as QuickBooks Online-ready CSV files (Date, Description, Amount), one per account, plus a categorised ledger. - Statements to a Xero precoded bank statement CSV
Get statements as Xero precoded CSV files that carry an account code per line, so transactions import already categorised. - Bank statements to a Wave CSV upload
Turn PDF statements into Wave-ready CSV files (date, description, amount) plus a categorised ledger for assigning categories in Wave. - Bookkeeping clean-up for Etsy and Shopify sellers
Categorised books for handmade and Etsy/Shopify sellers: payouts vs fees, materials as cost of goods sold, shipping labels, ads. From $20. - Catch-up bookkeeping for freelancers
Months behind on your books? Send a pile of statements and receipts and get a categorised, reconciled ledger and P&L to hand to your tax preparer. - Receipt photos matched to transactions
Send receipt photos with your statements; LedgerReady reads each receipt and matches it to the transaction it paid for. Unmatched receipts are listed. - Credit card statement to a categorised spreadsheet
Turn business credit card statements into a categorised spreadsheet: purchases, refunds, fees and payments handled correctly, reconciled to the statement balance.
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