MYLEDGERDashboard, navigation & training
Smart guidance
Inline guidance and AI suggestions for the next step.
The problem it solves
Learning a new product takes time without guidance.
How it works
- Work as normal.
- See inline guidance.
- Follow the suggested next step.
What your practice gets
- Less training time.
- Guidance in context.
- AI-suggested next steps.
Questions accountants ask
Can I ignore it?
Yes.
Does it use AI?
Yes, to suggest next steps.
Is it per user?
Guidance adapts to where you are.
Related features
Features that work alongside smart guidance.
Next-step guidance
MYLEDGER tracks where each client is in the workflow and suggests what to do next.
Training academy shortcuts
Header shortcuts to the training academy.
MYLEDGER dashboard
Key figures, quarter close progress, risk flags, next steps, due dates, outputs and a workflow stepper at a glance.
VideoNavigation on desktop and phone
Sidebar sections for Import, Reconcile, Report, Compliance, Automation and Share Links, with mobile navigation.
VideoTraining videos in the app
A tutorial player and page tips link each screen to its training video.
VideoGuided tutorials
Step-by-step guided tutorials in context, for example adding with AI, bulk adding, clients, coding rules and settings.
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.