MYLEDGERDashboard, navigation & training
Navigation on desktop and phone
Sidebar sections for Import, Reconcile, Report, Compliance, Automation and Share Links, with mobile navigation.
The problem it solves
Users need to find each area quickly on any device.
How it works
- Use the sidebar sections.
- Jump to the area you need.
- On a phone, use mobile navigation.
What your practice gets
- Consistent navigation.
- Works on phones.
- Grouped by workflow.
Watch it in the product
A short recording of navigation on desktop and phone in use.
Questions accountants ask
Does it work on mobile?
Yes.
How is it organised?
By workflow: import, reconcile, report and more.
Is there a tutorial?
Yes, see getting around MyLedger.
Related features
Features that work alongside navigation on desktop and phone.
Training videos in the app
A tutorial player and page tips link each screen to its training video.
VideoGuided tutorials
Step-by-step guided tutorials in context, for example adding with AI, bulk adding, clients, coding rules and settings.
Smart guidance
Inline guidance and AI suggestions for the next step.
Training academy shortcuts
Header shortcuts to the training academy.
MYLEDGER dashboard
Key figures, quarter close progress, risk flags, next steps, due dates, outputs and a workflow stepper at a glance.
VideoSee 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.