MYLEDGERChart of accounts & the ledger
Coding rules
Per-client rules that code transactions matching a description to an account, with AI-generated rules and bulk editing.
The problem it solves
Coding the same merchant every month is repetitive.
How it works
- Create rules, or let AI propose them.
- Rules code matching transactions.
- Edit or remove rules in bulk.
What your practice gets
- Repeat merchants coded consistently.
- AI help to build rules.
- Bulk management.
Questions accountants ask
Do I review rule-coded lines?
Yes. You review coding before approving.
Can AI create rules?
Yes, for you to review.
Are rules per client?
Yes.
Related features
Features that work alongside coding rules.
Chart of accounts
View, add, rename, reorder, merge and delete accounts, and apply tax return labels, for each client.
VideoPractice default charts
Set your firm's standard chart for each entity type, which new clients inherit; edit or reset it any time.
VideoTransaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Tracking categories (Segments)
Create tracking categories, such as location, department, job or cost centre, tag transactions and split the P&L and Balance Sheet into a column per option.
VideoRemembered segment view
MYLEDGER remembers how you prefer to view tracking categories for each client between sessions.
Rental property and managed fund register
Register rental properties and managed funds with the accounts that belong to each, for use in schedules.
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.