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Import prior year financial statements

Easily import prior year financial statements and trial balances to establish opening balances. MyLedger's AI automatically creates the necessary journal entries and sets up your accounts correctly, saving hours of manual data entry.

Key Features

Import prior year financial statements
Trial balance import support
Automatic opening balance creation
AI-powered journal posting
PDF and screenshot support

Common Use Cases

Setting up new clients
Migrating from other systems
Establishing opening balances
Historical data import

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