MYLEDGERFinancial statements & management reports
Client insights dashboard
Key figures, revenue against expenses, category breakdowns and a monthly table for a quick snapshot of a client.
The problem it solves
You need a quick picture of a client's performance before a conversation.
How it works
- Open the client's insights.
- Review the key figures and charts.
- Refresh after changes.
What your practice gets
- A quick performance snapshot.
- Visual and tabular views.
- Great for client meetings.
Questions accountants ask
Where does the data come from?
The reconciled ledger.
Can I refresh it?
Yes.
Is it per client?
Yes.
Related features
Features that work alongside client insights dashboard.
Profit and loss
A profit and loss report for any period, with comparatives and drill-down to transactions.
VideoAI report writing
Rewrite report text, generate a section or use quick actions for report narrative.
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.
VideoSee 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.