MYLEDGERFinancial statements & management reports
AI report writing
Rewrite report text, generate a section or use quick actions for report narrative.
The problem it solves
Writing report commentary from scratch takes time.
How it works
- Select text or a section.
- Choose rewrite, generate or a quick action.
- Review and keep what you want.
What your practice gets
- Commentary drafted for you.
- Quick actions for common edits.
- You decide the final words.
Questions accountants ask
Is the text final?
No. Review and edit it.
Can it write a whole section?
Yes, as a draft.
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 report writing.
Management reports
Generate narrative management reports with sections you can reorder and hide, AI-assisted rewriting, PDF export and history.
Pinned report versions
Save generated reports as pinned versions so you can reproduce exactly what was sent to the client.
Financial statement pack
Build the full financial statement pack (cover, statements, notes and signatories) in the browser and export it to PDF.
VideoEditable statement sections
Edit the wording of statement sections and notes per client, and keep the edits when you regenerate.
VideoStatement signatories
Set practice and client signatories so the right director, trustee or partner signs the pack.
VideoStatement format templates
Choose your firm's statement format for each entity type.
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.