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MYLEDGERAI Copilot & automation

Full-page Copilot

A dedicated full-page version of the Copilot for longer workflows.

The problem it solves

Long workflows need more room than a side panel.

How it works

  1. Open the full-page Copilot.
  2. Work through longer tasks with more space.
  3. Return to the ledger when done.

What your practice gets

  • More room.
  • Same assistant.
  • Better for long tasks.

Questions accountants ask

Is it the same assistant?

Yes.

Are conversations shared?

Sessions are kept.

When should I use it?

For longer, multi-step work.

Features that work alongside full-page copilot.

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.