Review-first transaction upload
Upload files, review the extracted transactions in a grid, edit them and confirm.
The problem it solves
Ad-hoc transaction documents need a careful review before they touch the ledger.
How it works
- Upload the file.
- Review and edit the extracted transactions in the grid.
- Confirm the import.
What your practice gets
- Review before import.
- Edit in a familiar grid.
- Good for one-off documents.
Questions accountants ask
Can I edit before confirming?
Yes.
What documents suit this?
Ad-hoc documents containing transactions.
Is anything imported before I confirm?
No.
Related features
Features that work alongside review-first transaction upload.
Upload Hub
One page for every way of getting client data in: AI upload, CSV, bank statements, opening balances, amortisation schedules, receipts and rental statements.
VideoUpload history
A list of past uploads with a count of those that need attention.
Manual transaction entry
Type transactions directly into the grid when there are only a few to add.
VideoAI opening balances
An AI workflow reads source documents and drafts the client's opening balances for your review.
Loan repayment import
AI extracts loan repayment schedules so repayments can be split into principal and interest and imported.
Client upload invitation
Generate a link, and an email, so the client can upload documents to MYLEDGER without logging in.
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.