Talk to a human
Questions about a statement that won’t parse, a chart of accounts you want mapped, or whether Bank2Ledger fits your practice — we’re happy to help.
I’m stuck on something
A statement that won’t import, a rule that isn’t catching, or a reconciliation that won’t tie out. Send us the details and we’ll take a look.
[email protected] →I run a practice
Multiple clients, a team of juniors, or a migration you’d rather not do alone. Tell us how you work and we’ll show you how it maps.
Book a walkthrough →Is my bank supported?
We read statements from any bank, digital or scanned. If a format gives us trouble, send a sample and we’ll get it parsing.
Send a sample →Send us a message
Tell us what you’re working on and we’ll get back to you within one business day. If it’s about a specific statement, attaching it helps us answer faster.
Before you write to us
A few things we get asked most often.
My statement isn’t parsing correctly. What should I send?
Send the original PDF (not a screenshot) along with the account it belongs to. If the file is confidential, tell us and we’ll share a secure upload link. Most format issues are fixed within a couple of days, and the fix applies to every future statement from that bank.
Do you support my bank?
Bank2Ledger reads statements from any bank — digital exports and scanned pages alike — because it works from the PDF itself rather than a bank connection. If a particular layout gives us trouble, send a sample and we’ll get it reading properly.
Can I try it before talking to sales?
Yes. Upload one real statement, watch it tie out to its closing balance, and export the ledger. If it doesn’t save you an afternoon, close the tab — no call required.
I’m a firm with many clients. Can someone help us set up?
That’s exactly what our sales team does. Write to [email protected] with roughly how many clients you handle and which software you export to, and we’ll walk you through the workspace setup and rules for each client.
How do you handle my clients’ financial data?
You retain ownership of everything you upload. Data is encrypted in transit and at rest, access is role-based, and we never sell your information. The full detail is in our Privacy Policy and Terms & Conditions.
I want a refund or to cancel.
You can cancel any time, and eligible refund requests made within 30 days of purchase are reviewed under our refund policy. Email [email protected] and we’ll sort it out — no retention gauntlet.