MYLEDGERAI Copilot & automation
Preview-then-commit posting
AI-prepared transactions, bank imports, tax recalculations and duplicate fixes are previewed before they are committed, and can be undone.
The problem it solves
AI posting to the ledger must be safe and reversible.
How it works
- The assistant prepares the change.
- You preview it.
- Commit, or undo later if needed.
What your practice gets
- Preview before commit.
- Undo available.
- Safe AI posting.
Questions accountants ask
Can I undo a commit?
Yes.
What can be previewed?
Reviewed transactions, bank imports, tax recalculations and duplicate resolution.
Is anything committed automatically?
Changes are committed after preview.
Related features
Features that work alongside preview-then-commit posting.
Copilot actions across MYLEDGER
The Copilot can work across reconciliation, reports, data, compliance, communication, e-signature, Xero, checklists and memory, and undo, finding the right action as it goes.
Show me how
Ask the Copilot to show you where to click, with tutorial screenshots and guides.
Proactive ledger alerts
MYLEDGER regularly scans client ledgers for issues and raises alerts in the Copilot.
AI credit guard
AI usage is recorded per request and paused when the practice's prepaid AI credits run out.
Identifier masking for AI
Personal identifiers can be masked in each Copilot session before content is sent to AI model providers.
AI Copilot
Ask the Copilot to do ledger work in plain English, with changes confirmed by you, the option to cancel, and files in the conversation.
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.