Financial statements: sections and signing
Recorded on a demo practice with fictional data.
Open the video pageMYLEDGERFinancial statements & management reports
Statement signatories
Set practice and client signatories so the right director, trustee or partner signs the pack.
The problem it solves
Statements signed by the wrong person must be redone.
How it works
- Set the practice signatory.
- Set the client signatories.
- They appear on the signatory page.
What your practice gets
- Right signer every time.
- Practice and client signatories.
- Ready for e-signature.
Watch it in the product
A short recording of statement signatories in use.
Questions accountants ask
Can there be several client signatories?
Yes.
Is the practice signatory set once?
Yes, with client-level settings as needed.
Can the pack be e-signed?
Yes.
Related features
Features that work alongside statement signatories.
Financial statement pack
Build the full financial statement pack (cover, statements, notes and signatories) in the browser and export it to PDF.
VideoStatement format templates
Choose your firm's statement format for each entity type.
Practice 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.
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.