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MYLEDGERAI Copilot & automation

Approval before AI changes

Changes requested by the Copilot or a connected assistant wait for a person to approve or reject them.

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The problem it solves

An AI action that cannot be undone must not happen without a person agreeing.

How it works

  1. The assistant proposes a change.
  2. A pending confirmation is created.
  3. A person approves or rejects it.

What your practice gets

  • No unapproved AI changes.
  • Clear approve and reject.
  • Applies to connected assistants too.

Questions accountants ask

Does this apply to FediPilot?

Yes. Changes from connected assistants need approval too.

What if no one approves?

The change does not happen.

Can I configure it?

Your practice decides the approval mode.

Features that work alongside approval before ai changes.

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.

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.

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.

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