MYLEDGERDashboard, navigation & training
Training videos in the app
A tutorial player and page tips link each screen to its training video.
The problem it solves
Training that lives elsewhere is rarely watched at the moment it is needed.
How it works
- See a tip on a page.
- Open the tutorial video.
- Watch it without leaving MYLEDGER.
What your practice gets
- Self-serve training.
- Videos in context.
- Fewer support questions.
Watch it in the product
A short recording of training videos in the app in use.
Questions accountants ask
Where are the videos?
In the app and in the resources video library on this site.
Are they recorded on real clients?
No. Tutorials are recorded on a demo practice with fictional data.
Is live training available?
Yes. Training sessions are included and bookable.
Related features
Features that work alongside training videos in the app.
Guided 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.
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.
VideoSee 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.