FEDIXDashboard, reports & analytics
MYLEDGER insights in FEDIX
Bookkeeping issues and notifications found in MYLEDGER appear in FEDIX against the client.
The problem it solves
Bookkeeping problems found in the ledger are invisible to the person managing the client relationship.
How it works
- Work on client books in MYLEDGER.
- Insights and notifications surface in FEDIX.
- Follow up with the client from the practice system.
What your practice gets
- The two products share what they know.
- Issues reach the right person.
- Fewer surprises at year end.
Questions accountants ask
Do I need MYLEDGER?
Insights come from clients whose books you work on in MYLEDGER.
What kinds of insights?
Bookkeeping issues and notifications for clients.
Where do I see them?
On the MYLEDGER insights page in FEDIX.
Related features
Features that work alongside myledger insights in fedix.
Proactive insights
Regular checks surface what needs attention, such as overdue tasks, unbilled time and unpaid invoices, as insights you can dismiss or snooze.
AI usage dashboard
See your practice's AI usage, history, notifications and quota, with an admin summary and export.
Contextual tips
In-app tips that help you discover features and stay dismissed once you close them.
Customisable dashboard
A dashboard of widgets (clients, deadlines, lodgment status, BAS, tasks, revenue, team workload, AI usage, e-signatures and what is new) that each user arranges to suit.
VideoPractice analytics
An analytics page with insights into how the practice is performing.
Practice statistics
Management statistics for the practice on one page.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.