MYLEDGERDashboard, navigation & training
Guided tutorials
Step-by-step guided tutorials in context, for example adding with AI, bulk adding, clients, coding rules and settings.
The problem it solves
Users need help exactly where they are stuck.
How it works
- Open the tutorial in the screen you are using.
- Follow the guided steps.
- Finish the task.
What your practice gets
- Contextual help.
- Learn by doing.
- Covers key screens.
Questions accountants ask
Which screens have tutorials?
Including adding with AI, bulk add, clients, coding rules and settings.
Can I replay a tutorial?
Yes.
Are they required?
No.
Related features
Features that work alongside guided tutorials.
Smart guidance
Inline guidance and AI suggestions for the next step.
Training academy shortcuts
Header shortcuts to the training academy.
MYLEDGER dashboard
Key figures, quarter close progress, risk flags, next steps, due dates, outputs and a workflow stepper at a glance.
VideoNavigation on desktop and phone
Sidebar sections for Import, Reconcile, Report, Compliance, Automation and Share Links, with mobile navigation.
VideoTraining videos in the app
A tutorial player and page tips link each screen to its training video.
VideoSee 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.