Auto-Recon: manual transactions and new accounts
Recorded on a demo practice with fictional data.
Open the video pageManual transaction entry
Type transactions directly into the grid when there are only a few to add.
The problem it solves
Sometimes typing a handful of lines is quicker than any import.
How it works
- Open the grid.
- Add the transactions.
- Code and review them as usual.
What your practice gets
- Quick for small numbers of lines.
- Same checks as imports.
- Lands in the same ledger.
Watch it in the product
A short recording of manual transaction entry in use.
Questions accountants ask
Are manual entries treated like imports?
Yes. They follow the same import path.
Can I add new accounts?
Yes.
Is there a tutorial?
Yes, see the manual transactions tutorial.
Related features
Features that work alongside manual transaction entry.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
AI opening balances
An AI workflow reads source documents and drafts the client's opening balances for your review.
Loan repayment import
AI extracts loan repayment schedules so repayments can be split into principal and interest and imported.
Client upload invitation
Generate a link, and an email, so the client can upload documents to MYLEDGER without logging in.
Cross-source duplicate detection
Catch the same bank line arriving from two sources, such as a feed and a statement, and stop two imports from running at once.
Automatic document routing
Uploaded documents are classified and sent to the right extractor: bank statement, receipt or financial statement.
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.