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Import prior year financial statements
Import prior year financial statements and trial balances to establish opening balances. MyLedger's AI drafts the opening balance journal from the prior-year statements and proposes the account setup. You review the draft and approve the posting - nothing is committed without you.
Key Features
Import prior year financial statements
Trial balance import support
Opening balance journal drafted for your review
You approve the posting - nothing is committed without you
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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