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Automated document intake for finance teams

From bank statements to reconciled CSVs in minutes.

YupLedger orchestrates uploads, integrity checks, and AI parsing so your finance and operations teams can trust every line item before it enters your ERP.

No credit card required. 10 promotional credits on your first org.

Try YupLedger instantly

Drop a sample PDF or image

Drag & drop a bank statement or invoice

Supported: PDF, PNG, JPG, TIFF, ZIP • Up to 3 nested ZIPs on paid plans

Sample-Statement-Jun-2024.pdf

Preview how {brand} validates file security before processing.

Structured CSV preview

Every record is validated for missing fields, duplicates, and balance drift before you download the CSV or connect to downstream systems.

bank_statement.csv✓ valid
datedescriptionamountbalance
2024-06-30ACH CREDIT PAYROLL+4,500.0036,250.42
2024-06-28CARD PURCHASE CLOUD HOSTING-1,248.4531,750.42
2024-06-26WIRE INVOICE 1043+12,980.0033,132.87
Built for compliance-heavy workflows

Everything you need to operationalize document AI

Upload securely, reserve credits, and ship to downstream systems with confidence. YupLedger slots into your finance stack through robust APIs, webhooks, and an admin console for day-two operations.

Bank-ready extractions

Reconcile transactions with automated balance checks and duplicate detection configured for finance teams.

Agentic validation layer

Queue-based AI orchestration with deterministic fallbacks. Failed jobs re-run automatically with audit visibility.

Enterprise controls

Role-based access, credit-based billing, and Stripe-powered purchase flows with audit-ready ledgers.
Security by design

Enterprise-grade guardrails from upload to export

The YupLedger platform aligns with bank-level security profiles so you can ship AI automation without risk to customer data or audit trails.

End-to-end encryption with short-lived presigned URLs and SSE-KMS at rest.

Continuous antivirus, MIME validation, and ZIP bomb protection on every upload.

Audit logging for uploads, credit consumption, promotions, and admin overrides.

GDPR-ready data deletion workflows and 30-day lifecycle policies for processed exports.

Ready to automate document processing?

Join the beta for early access, or invite your organisation to YupLedger and start validating financial documents with audit history built-in.

Credits belong to your organisation. Reserve on upload, finalize on success, release on failure—fully auditable.

Implementation playbook

Pair the YupLedger API with your document intake or ERP workflows.

  1. 1. Configure auth & orgs. Passwordless email, SSO, and RBAC to manage finance and operations stakeholders.
  2. 2. Intake documents securely. Presigned uploads with antivirus scanning, ZIP limits, and metadata checks.
  3. 3. Orchestrate jobs & credits. Queue to SQS, reserve credits, then finalize or release with webhook-driven automation.
  4. 4. Deliver results. Stream CSV / JSON exports or push to downstream systems via signed URLs and retention policies.
YupLedger Console