MYLEDGERAI Copilot & automation
AI Copilot
Ask the Copilot to do ledger work in plain English, with changes confirmed by you, the option to cancel, and files in the conversation.
The problem it solves
Routine ledger work involves many clicks across many screens.
How it works
- Open the Copilot and describe the task.
- It works through the steps, showing progress.
- Confirm the changes it proposes, or cancel.
What your practice gets
- Brief the ledger like a colleague.
- Confirmation before changes.
- Files in the conversation.
Questions accountants ask
Can it change the ledger on its own?
Changes the assistant proposes are confirmed by you first. Your practice decides what Fedix can do: draft only, wait for approval, or run automatically.
Can I cancel?
Yes, at any time.
Where is content processed?
AI-assisted features may process content overseas through OpenAI and Anthropic in the United States and Mistral AI in France.
Related features
Features that work alongside ai copilot.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoClient memory for the AI assistant
The AI assistant keeps client-specific notes between sessions, with older memories fading over time.
Pre-finalisation review checks
A review pass across categories, comments, GST, duplicates, period anomalies and missing accounts before you finalise.
Assistant feedback
Rate the assistant's answers and turn useful insights into lasting knowledge.
Ask the assistant about Xero
Ask the AI assistant for Xero reports, invoices and trial balance comparisons, or ask it to create invoices, journals and payments for your confirmation.
Full-page Copilot
A dedicated full-page version of the Copilot for longer workflows.
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.