MYLEDGERAI Copilot & automation
Proactive ledger alerts
MYLEDGER regularly scans client ledgers for issues and raises alerts in the Copilot.
The problem it solves
Problems sit unnoticed until someone goes looking.
How it works
- Ledgers are scanned regularly.
- Issues become alerts.
- Review them in the Copilot.
What your practice gets
- Warned without asking.
- Issues caught earlier.
- Covers every client.
Questions accountants ask
How often are ledgers scanned?
Regularly through the day.
Where do alerts appear?
In the Copilot.
Do alerts change data?
No. They inform you.
Related features
Features that work alongside proactive ledger alerts.
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.
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.
Full-page Copilot
A dedicated full-page version of the Copilot for longer workflows.
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.
Copilot workflows
Multi-step workflows the Copilot runs as one request, such as BAS summaries, AI coding and review, comments, CSV and file import, financial statements, GST checks, management reports, share links and tax checklist emails.
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.