MYLEDGER Accounting preparation
Dashboard, navigation & training
A dashboard that shows status and what to do next, navigation for desktop and phone, and training videos, guided tutorials and guidance inside the product.
Who it is for
Every MYLEDGER user, especially new staff learning the product.
Features in Dashboard, navigation & training
MYLEDGER dashboard
Key figures, quarter close progress, risk flags, next steps, due dates, outputs and a workflow stepper at a glance.
VideoNavigation on desktop and phone
Sidebar sections for Import, Reconcile, Report, Compliance, Automation and Share Links, with mobile navigation.
VideoTraining videos in the app
A tutorial player and page tips link each screen to its training video.
VideoGuided tutorials
Step-by-step guided tutorials in context, for example adding with AI, bulk adding, clients, coding rules and settings.
Smart guidance
Inline guidance and AI suggestions for the next step.
Training academy shortcuts
Header shortcuts to the training academy.
More from MYLEDGER
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.