MYLEDGERDashboard, navigation & training
Training academy shortcuts
Header shortcuts to the training academy.
The problem it solves
The path to learning should be one click away.
How it works
- Click the training shortcut.
- Open the academy.
- Choose a course.
What your practice gets
- Quick path to learning.
- Always visible.
- Self-paced.
Questions accountants ask
Where is the shortcut?
In the header.
Is training included?
Yes. Training sessions are included and bookable.
Is there a video library?
Yes, on this site under resources.
Related features
Features that work alongside training academy shortcuts.
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.
Smart guidance
Inline guidance and AI suggestions for the next step.
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.