MYLEDGERAI Copilot & automation
Copilot actions across MYLEDGER
The Copilot can work across reconciliation, reports, data, compliance, communication, e-signature, Xero, checklists and memory, and undo, finding the right action as it goes.
The problem it solves
An assistant limited to one area cannot help with real end-to-end work.
How it works
- Ask for an outcome.
- The Copilot finds the right actions across the product.
- You confirm changes.
What your practice gets
- One assistant for the whole product.
- Finds the right action itself.
- Undo available.
Questions accountants ask
Which areas does it cover?
Reconciliation, reports, data, compliance, communication, e-signature, Xero, checklists, memory and undo.
Are changes confirmed?
Changes the assistant proposes are confirmed by you first. Your practice decides what Fedix can do: draft only, wait for approval, or run automatically.
Can it undo?
Yes.
Related features
Features that work alongside copilot actions across myledger.
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.
Copilot workflows
Multi-step workflows the Copilot runs as one request, such as BAS summaries, AI coding and review, comments, CSV and file import, financial statements, GST checks, management reports, share links and tax checklist emails.
Connect FediPilot to MYLEDGER
FediPilot and other approved Fedix assistants can operate MYLEDGER through the same actions as the Copilot.
Preview-then-commit posting
AI-prepared transactions, bank imports, tax recalculations and duplicate fixes are previewed before they are committed, and can be undone.
E-signature, calendar and email from MYLEDGER
Use FEDIX e-signature, your calendar and your email from inside MYLEDGER and its assistant.
Client email from the assistant
Ask the MYLEDGER assistant to read, search and reply to client email, spot booking requests and show a client's email history.
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.