MYLEDGERFinancial statements & management reports
Management reports
Generate narrative management reports with sections you can reorder and hide, AI-assisted rewriting, PDF export and history.
The problem it solves
Business clients want commentary, not just numbers, and writing it is time-consuming.
How it works
- Generate a management report for the client.
- Reorder or hide sections, and refine the commentary with AI.
- Export to PDF; earlier versions are kept.
What your practice gets
- Commentary for business clients.
- AI help you control.
- Version history.
Questions accountants ask
Can I edit the commentary?
Yes. AI rewriting is optional.
Are previous versions kept?
Yes.
Can I share it securely?
Yes, with a code-protected share link.
Related features
Features that work alongside management reports.
Profit and loss
A profit and loss report for any period, with comparatives and drill-down to transactions.
VideoSecure report sharing
Share one pinned version of a management report as a code-protected PDF link.
AI report writing
Rewrite report text, generate a section or use quick actions for report narrative.
Pinned report versions
Save generated reports as pinned versions so you can reproduce exactly what was sent to the client.
Send reports for e-signature
Send reports to FEDIX for e-signature and track their signing status, and view or download client documents from FEDIX.
Client insights dashboard
Key figures, revenue against expenses, category breakdowns and a monthly table for a quick snapshot of a client.
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.