Add your client, drop in their statements, and download a report your lender will accept — in seconds. Everything runs on your own computer.
No obligation. Windows 10 & 11 · UK-based support · View pricing →
Reads a full bank statement in seconds — not an afternoon of line-by-line reading.
Reads every line, so nothing gets missed, mistyped or skipped on a busy day.
The same merchant lands in the same category, on every case — no two-advisor drift.
Runs on your machine. No personal data (PII) ever leaves it, and you stay the data controller.
Drop in up to three months of statements, across up to five accounts. PDF, CSV or XLSX.
Every payment is sorted into committed and discretionary spending — in seconds, on your machine.
A lender-ready expenditure report, formatted the way underwriters expect when assessing affordability. Attach it to the case.
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.
A clean, professional expenditure report: income, committed and discretionary spending, and net disposable income — with anything that needs a second look flagged for you.
View the sample reportDownload now and your licence activates after your demo. Already have a licence? You're good to go.
The app auto-updates on every launch, so you'll always be on the newest version.
Download BrokerLedgerFair use applies. See plan limits & terms. Online checkout is coming soon — your free trial download is available now.
Book a demo, get set up, and see a real statement turned into a report in seconds.
Secure. Local. Built for brokers. Your client data never leaves your computer.