Bank of America provides CSV exports that do not play nicely with accounting software. Because bank of america csvs begin with 3-4 metadata rows before the column headers, causing most tools to treat the first transaction as a header row and silently delete it, bookkeepers waste hours manually fixing columns every month. This tool skips the metadata block and strips the DEBIT or CREDIT text prefix from descriptions so merchant names are clean and ready to match.
LedgerMatch works with Google Sheets™ for spreadsheet-based bank reconciliation. Send your bank and ledger data from a spreadsheet, match transactions, and review exceptions without connecting your bank account.