Financial statements: sections and signing
Recorded on a demo practice with fictional data.
Open the video pageMYLEDGERFinancial statements & management reports
Editable statement sections
Edit the wording of statement sections and notes per client, and keep the edits when you regenerate.
The problem it solves
Rewriting notes every time a statement is regenerated is frustrating.
How it works
- Open a statement section.
- Edit the wording.
- Regenerate; your edits are kept. Reset to default if needed.
What your practice gets
- Edits survive regeneration.
- Per-client wording.
- Reset available.
Watch it in the product
A short recording of editable statement sections in use.
Questions accountants ask
Are edits lost when I regenerate?
No.
Can I reset a section?
Yes.
Are edits per client?
Yes.
Related features
Features that work alongside editable statement sections.
Financial statement pack
Build the full financial statement pack (cover, statements, notes and signatories) in the browser and export it to PDF.
VideoStatement signatories
Set practice and client signatories so the right director, trustee or partner signs the pack.
VideoStatement format templates
Choose your firm's statement format for each entity type.
Practice branding on reports
Your logo, colours and footer on client reports.
VideoManagement reports
Generate narrative management reports with sections you can reorder and hide, AI-assisted rewriting, PDF export and history.
Secure report sharing
Share one pinned version of a management report as a code-protected PDF link.
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.