MYLEDGERAI Copilot & automation
Show me how
Ask the Copilot to show you where to click, with tutorial screenshots and guides.
The problem it solves
New users waste time searching for where a feature lives.
How it works
- Ask the Copilot how to do something.
- It shows the relevant guide and screenshots.
- Follow along.
What your practice gets
- Learn in context.
- Less searching.
- Easier onboarding for new staff.
Questions accountants ask
Does it use the tutorials?
Yes, tutorial screenshots and guides.
Can it do the task instead?
Yes, you can ask it to do the work.
Where are full videos?
In the resources video library.
Related features
Features that work alongside show me how.
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.
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.
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.
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.