MYLEDGERAI Copilot & automation
Desktop device approval
The FediPilot desktop app is registered as a device and calls only approved actions, with approval challenges where needed.
The problem it solves
A desktop assistant must be identifiable and limited to approved actions.
How it works
- Register the desktop app as a device.
- It calls approved actions.
- Sensitive actions raise an approval challenge.
What your practice gets
- Known devices.
- Approved actions only.
- Challenges for sensitive steps.
Questions accountants ask
Why register a device?
So actions come from a known installation.
Which actions can it call?
Approved actions only.
Who approves challenges?
The signed-in user.
Related features
Features that work alongside desktop device approval.
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.
Show me how
Ask the Copilot to show you where to click, with tutorial screenshots and guides.
Proactive ledger alerts
MYLEDGER regularly scans client ledgers for issues and raises alerts in the Copilot.
AI credit guard
AI usage is recorded per request and paused when the practice's prepaid AI credits run out.
Identifier masking for AI
Personal identifiers can be masked in each Copilot session before content is sent to AI model providers.
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.