MYLEDGER Accounting preparation
Financial statements & management reports
Special Purpose Financial Reports with your branding and signatories, editable notes, management reports with AI-assisted commentary, client dashboards and pinned versions of what you sent.
Who it is for
Accountants producing annual accounts and management reporting for business clients.
Features in Financial 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.
VideoEditable statement sections
Edit the wording of statement sections and notes per client, and keep the edits when you regenerate.
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.
Client insights dashboard
Key figures, revenue against expenses, category breakdowns and a monthly table for a quick snapshot of a client.
AI report writing
Rewrite report text, generate a section or use quick actions for report narrative.
Pinned report versions
Save generated reports as pinned versions so you can reproduce exactly what was sent to the client.
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.