MYLEDGERFinancial statements & management reports
Secure report sharing
Share one pinned version of a management report as a code-protected PDF link.
The problem it solves
Emailing reports as attachments is insecure and versions get confused.
How it works
- Pin the report version.
- Create a share link with a code.
- The client opens the PDF after entering the code.
What your practice gets
- Secure delivery.
- The exact version you chose.
- No attachments.
Questions accountants ask
Can the client see later edits?
No. They see the pinned version.
Is a code required?
Yes.
Is it a PDF?
Yes.
Related features
Features that work alongside secure report sharing.
Management reports
Generate narrative management reports with sections you can reorder and hide, AI-assisted rewriting, PDF export and history.
Client insights dashboard
Key figures, revenue against expenses, category breakdowns and a monthly table for a quick snapshot of a client.
AI report writing
Rewrite report text, generate a section or use quick actions for report narrative.
Pinned report versions
Save generated reports as pinned versions so you can reproduce exactly what was sent to the client.
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.
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.