MYLEDGERAI Copilot & automation
Identifier masking for AI
Personal identifiers can be masked in each Copilot session before content is sent to AI model providers.
The problem it solves
Client identifiers should be shared with AI providers only where needed.
How it works
- Start a Copilot session.
- Identifiers are mapped to placeholders where configured.
- The answer is shown with the real values restored.
What your practice gets
- Less identifying data sent to AI.
- Answers still readable.
- Per-session mapping.
Questions accountants ask
Is every identifier masked?
Masking reduces what is sent, but uploaded documents may contain identifiers.
Which providers are used?
OpenAI and Anthropic in the United States and Mistral AI in France.
Where is core data stored?
Core data is stored at rest in Australia.
Related features
Features that work alongside identifier masking for ai.
AI Copilot
Ask the Copilot to do ledger work in plain English, with changes confirmed by you, the option to cancel, and files in the conversation.
Full-page Copilot
A dedicated full-page version of the Copilot for longer workflows.
Copilot actions across MYLEDGER
The Copilot can work across reconciliation, reports, data, compliance, communication, e-signature, Xero, checklists and memory, and undo, finding the right action as it goes.
Copilot workflows
Multi-step workflows the Copilot runs as one request, such as BAS summaries, AI coding and review, comments, CSV and file import, financial statements, GST checks, management reports, share links and tax checklist emails.
Approval before AI changes
Changes requested by the Copilot or a connected assistant wait for a person to approve or reject them.
Connect FediPilot to MYLEDGER
FediPilot and other approved Fedix assistants can operate MYLEDGER through the same actions as the 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.