MYLEDGERFinancial statements & management reports
Pinned report versions
Save generated reports as pinned versions so you can reproduce exactly what was sent to the client.
The problem it solves
When a client asks about a report, you need the exact version they received.
How it works
- Generate the report.
- Pin the version.
- Open it later exactly as it was.
What your practice gets
- Exact record of what was sent.
- Easy to find.
- Supports client queries.
Questions accountants ask
Do pinned versions change?
No.
Can I pin several versions?
Yes.
Can I share a pinned version?
Yes.
Related features
Features that work alongside pinned report versions.
Management reports
Generate narrative management reports with sections you can reorder and hide, AI-assisted rewriting, PDF export and history.
Financial statement pack
Build the full financial statement pack (cover, statements, notes and signatories) in the browser and export it to PDF.
VideoEditable statement sections
Edit the wording of statement sections and notes per client, and keep the edits when you regenerate.
VideoStatement signatories
Set practice and client signatories so the right director, trustee or partner signs the pack.
VideoStatement format templates
Choose your firm's statement format for each entity type.
Practice branding on reports
Your logo, colours and footer on client reports.
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.