MYLEDGER Accounting preparation
AI Copilot & automation
Ask the ledger to do the work in plain English: an assistant that covers the whole product, runs multi-step workflows, asks before writing, masks personal identifiers and stays within your AI credits.
Who it is for
Accountants and bookkeepers who want to brief the ledger like a junior, and review the result.
Features in AI 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.
Full-page Copilot
A dedicated full-page version of the Copilot for longer workflows.
Copilot actions across MYLEDGER
The Copilot can work across reconciliation, reports, data, compliance, communication, e-signature, Xero, checklists and memory, and undo, finding the right action as it goes.
Copilot workflows
Multi-step workflows the Copilot runs as one request, such as BAS summaries, AI coding and review, comments, CSV and file import, financial statements, GST checks, management reports, share links and tax checklist emails.
Approval before AI changes
Changes requested by the Copilot or a connected assistant wait for a person to approve or reject them.
Connect FediPilot to MYLEDGER
FediPilot and other approved Fedix assistants can operate MYLEDGER through the same actions as the Copilot.
Desktop device approval
The FediPilot desktop app is registered as a device and calls only approved actions, with approval challenges where needed.
Preview-then-commit posting
AI-prepared transactions, bank imports, tax recalculations and duplicate fixes are previewed before they are committed, and can be undone.
Show me how
Ask the Copilot to show you where to click, with tutorial screenshots and guides.
Proactive ledger alerts
MYLEDGER regularly scans client ledgers for issues and raises alerts in the Copilot.
AI credit guard
AI usage is recorded per request and paused when the practice's prepaid AI credits run out.
Identifier masking for AI
Personal identifiers can be masked in each Copilot session before content is sent to AI model providers.
More from MYLEDGER
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.