MYLEDGERFinancial statements & management reports
Statement format templates
Choose your firm's statement format for each entity type.
The problem it solves
Firms want consistent statement styling across clients.
How it works
- Open practice statement settings.
- Choose a format for each entity type.
- Statements use it.
What your practice gets
- Firm-standard style.
- Per entity type.
- Consistency.
Questions accountants ask
Is it per entity type?
Yes.
Does it change existing statements?
Statements use the selected format when produced.
Who sets it?
Practice administrators.
Related features
Features that work alongside statement format templates.
Financial statement pack
Build the full financial statement pack (cover, statements, notes and signatories) in the browser and export it to PDF.
VideoPractice branding on reports
Your logo, colours and footer on client reports.
VideoManagement reports
Generate narrative management reports with sections you can reorder and hide, AI-assisted rewriting, PDF export and history.
Secure report sharing
Share one pinned version of a management report as a code-protected PDF link.
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.
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.