Coding memory
MYLEDGER remembers how you coded transactions for each client and suggests the same coding on new ones.
The problem it solves
Repeat transactions should be coded the way the accountant coded them last time.
How it works
- Code and confirm transactions as usual.
- MYLEDGER learns your confirmed coding.
- New similar transactions arrive with suggestions.
What your practice gets
- Consistent coding.
- Learns per client.
- You still review each suggestion.
Questions accountants ask
Are suggestions applied automatically?
They are suggestions for your review.
Is memory per client?
Yes.
Does it learn from corrections?
Yes.
Related features
Features that work alongside coding memory.
AutoRecon grid
The workspace where each bank line is coded, commented, split, filtered and reviewed, with undo, a status bar and keyboard shortcuts.
VideoReconciliation improvement insights
Anonymous usage events show where reconciliation work slows down, so the product can be improved.
Transfer detection
Matching transfers between the client's own accounts are detected for you to confirm or dismiss.
VideoSplit transactions
Split one bank line across several accounts and amounts, and revert the split if needed.
VideoBulk actions with undo
Code, comment or delete many lines at once, with a drawer of recent bulk actions you can undo.
Evidence beside each line
See an evidence indicator and preview on each bank line, and link receipts or documents to it.
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.