BrokerLedger reads your client's bank statements and sorts every payment into a clear expenditure report — on your own computer, with no personal data ever leaving it. Consistent results. Stronger compliance. More time for your clients.
No obligation. See the difference for yourself · Windows 10 & 11 · UK-based support · View pricing →
This is a quick illustration of what BrokerLedger does on your machine — every payment sorted in seconds.
Drop in up to three months of statements, across up to five accounts.
Every payment is sorted into a clear expenditure picture — in seconds.
A lender-ready report, formatted the way underwriters expect. Attach it to the case.
We build smart, local software that removes the manual, time-consuming work from bank statement analysis — so you can spend more time with the people who matter.
We help brokers spend more time with the people who matter.
Remove variation, reduce risk and support clear, repeatable processes.
Automate the manual. Save hours each week.
100% local processing. Your data stays on your computer.
We're here when you need us — real people, UK based.
The spending a lender will ask about — surfaced automatically, so nothing slips past on a busy day.
Betting and gaming spend surfaced for review.
High-cost credit a lender will want explained.
Money moving to individuals, ready to query.
Ongoing credit commitments captured in full.
Regular protection and policy payments identified.
Credit cards and buy-now-pay-later spotted.
Most "AI" statement tools upload your client's personal data to someone else's server. BrokerLedger doesn't.
| By hand | With BrokerLedger | |
|---|---|---|
| Time per case | An afternoon of reading | Seconds to read, minutes to check |
| Consistency | Varies with whoever does it | The same categories, every case |
| The work | Type every line yourself | It reads every line — you just review |
| Client data | However it's handled | Stays on your own computer |
| The output | Build the summary yourself | A lender-ready report, ready to attach |
Move the sliders to your own numbers. Most advisors save an afternoon's work every week.
Based on review taking ~5 minutes per case with BrokerLedger. Illustrative.
Trusted by mortgage advisers across England & Wales
Ai Broker Solutions is a UK-based company with UK-based customer support. Email us and you'll reach a real person here in Britain — not a queue in another time zone.
Fair use applies. See plan limits & terms. Online checkout is coming soon — your free trial download is available now.
Know another brokerage still reading statements by hand? Introduce them. When they come on board, you each get one month free — on top of the 14 days everyone starts with.
Send us their details, or pass your name on to them — whatever's easiest.
They book a demo and get the standard 14 days free to try it.
When they subscribe, you each get a full month free on top.
No obligation. See the difference for yourself — on your own cases.
Already signed up? Download BrokerLedger · Know another broker? Refer them →
Secure. Local. Built for brokers. Your client data never leaves your computer.