Add your client, drop in their statements, and download a report built the way underwriters expect — in minutes. Your client's personal details never leave your computer.
No obligation. Windows 10 & 11 · UK-based support · View pricing →
A full case read and sorted in minutes — not an afternoon of line-by-line reading.
Reads every line so nothing gets missed, mistyped or skipped on a busy day — and every total is calculated, never guessed.
The same merchant lands in the same category, on every case — no two-advisor drift. It even learns your corrections.
Client names, account numbers and sort codes are stripped on your machine — no PII is ever uploaded to us, and you stay the data controller.
Drop in up to three months of statements, across up to five accounts. PDF, CSV or XLSX — from the major UK banks.
Every payment is sorted into committed and discretionary spending, with a review queue for anything uncertain.
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 and queued for your review.
High-cost credit a lender will want explained.
Money moving to individuals, ready to query.
Regular protection and policy payments identified and grouped as committed spending.
Ongoing credit commitments captured in the committed totals.
Queued for your review and sign-off — you stay in control of the case, always.
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.
Windows 10 & 11. The app keeps itself updated automatically, so you're always on the newest version.
Download BrokerLedgerOne price per firm, based on the cases you run each month. Add your whole team — every staff seat is free, always. A case is one client, however many applicants or statements it holds.
One payment plan per firm — add as many brokers, case administrators and support staff as you need at no extra cost. You're billed for cases processed, not seats. A case counts once when you confirm it — keep adding names and statements to it afterwards at no extra cost. Fair 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 watch a real statement become a lender-ready report — on your own cases.
Secure. Private. Built for brokers. Your client's personal details never leave your computer.