Source statement library
Keep each client's uploaded PDFs organised: list, rename, reorder and delete them, alongside documents from FEDIX.
The problem it solves
Source statements scattered across downloads folders are hard to find at review time.
How it works
- Open the PDF library for the client.
- Rename, reorder and organise statements.
- Delete ones no longer needed.
What your practice gets
- Source documents in one place.
- Easy to find at review.
- Linked with FEDIX documents.
Questions accountants ask
Can I see FEDIX documents here?
Yes, the client's documents list from FEDIX is available.
Can I reorder PDFs?
Yes.
Is it per client?
Yes.
Related features
Features that work alongside source statement library.
PDF bank statement converter
Upload PDF bank statements, including scans, and text recognition converts them into transactions you can check page by page before import.
VideoPrior-year financial statement import
Upload last year's financial statements; MYLEDGER reads them, matches accounts, suggests new ones and drafts balanced opening figures for your approval.
Resume a statement import
A half-finished prior-year statement import saves its progress and uploads, so you can come back to it.
Depreciation schedule converter
Read amortisation and depreciation schedules from PDF, check the pages and import them into depreciation.
Post depreciation to the ledger
Post extracted amortisation lines from an imported schedule into the ledger.
Receipt matching
Upload receipts and invoices in bulk; MYLEDGER reads them and proposes matches to bank transactions, which you can link, unlink or re-match.
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.