Skip to main content
FEDIX
PricingOnboarding

MYLEDGERFinancial statements & management reports

Financial statement pack

Build the full financial statement pack (cover, statements, notes and signatories) in the browser and export it to PDF.

More in Financial statements & management reports Search all features

The problem it solves

Assembling annual accounts in word processors and spreadsheets is slow and error-prone.

How it works

  1. Choose the client and period.
  2. Review the statements, notes and signatory page.
  3. Export the pack to PDF, or send it for e-signature.

What your practice gets

  • A Special Purpose Financial Report from the reconciled ledger.
  • Signatories and notes included.
  • PDF and e-signature.

Watch it in the product

Short recordings of financial statement pack in use.

Financial statements: sections and signing

Recorded on a demo practice with fictional data.

Open the video page

Questions accountants ask

What kind of report is it?

A Special Purpose Financial Report.

Can I edit notes?

Yes. Edited sections are kept when you regenerate.

Is there a tutorial?

Yes, see the financial statements tutorials.

Features that work alongside financial statement pack.

Balance sheet

A balance sheet at any date with built-in checks, and a by-tracking-category balance sheet available as a section of the financial statements.

Video

Profit and loss

A profit and loss report for any period, with comparatives and drill-down to transactions.

Video

Statement sections per client

Choose which statement sections are shown for each client, to suit the entity.

Editable statement sections

Edit the wording of statement sections and notes per client, and keep the edits when you regenerate.

Video

Statement signatories

Set practice and client signatories so the right director, trustee or partner signs the pack.

Video

Statement format templates

Choose your firm's statement format for each entity type.

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.

Start 14-day free trial Browse all features