Ask about your transactions

Break down my LedgerLens spending by category for the last 30 days.

Show me my 10 most recent LedgerLens transactions.

List the most recent documents I've uploaded to LedgerLens.
LedgerLens turns your transactions and uploaded bank statements into a conversation. Ask about recent purchases, category spending, or specific merchants and get instant answers grounded in your own data.
Upload statements once, then explore your finances by simply asking — no dashboards to navigate, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you control.
When connected to LedgerLens, ChatGPT may share relevant chats and memories with this app to help provide context for your requests. LedgerLens’s use of this data is subject to their terms and privacy policy. If you have Memory enabled, data from the app may be used to proactively provide helpful information or suggestions. ChatGPT always respects your training data preferences, including for data from connected apps. Use of apps may come with elevated risk. You can manage your preferences or disconnect from apps anytime in your settings. Learn more