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MYLEDGERPractice settings, plans & AI credits

Plan features and credits status

MYLEDGER shows which features your plan includes and your AI credit status.

The problem it solves

Users should know which features they have before they try to use them.

How it works

  1. Your plan is checked.
  2. Features outside the plan are shown as locked.
  3. AI credit status is displayed.

What your practice gets

  • Clear about what is included.
  • No surprises.
  • Credit status visible.

Questions accountants ask

Why is a feature locked?

It is not included in your current plan.

How do I upgrade?

From your plan settings; see pricing.

Where is my credit balance?

In the header and usage settings.

Features that work alongside plan features and credits status.

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.