Upload Hub
One page for every way of getting client data in: AI upload, CSV, bank statements, opening balances, amortisation schedules, receipts and rental statements.
The problem it solves
When every import lives in a different menu, staff waste time finding the right one.
How it works
- Open the Upload Hub.
- Choose the kind of document you have.
- Follow the import path for it.
What your practice gets
- One starting point for every import.
- The right tool for each document.
- Less hunting through menus.
Watch it in the product
A short recording of upload hub in use.
Questions accountants ask
Which imports are available?
AI upload, CSV, bank statements, opening balances, amortisation, receipts and rental statements.
What if I am not sure which to use?
Use AI upload and let it work out the document type.
Is there a tutorial?
Yes, see the import bank statements tutorial.
Related features
Features that work alongside upload hub.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoReview-first transaction upload
Upload files, review the extracted transactions in a grid, edit them and confirm.
Upload history
A list of past uploads with a count of those that need attention.
Loan repayment import
AI extracts loan repayment schedules so repayments can be split into principal and interest and imported.
CSV and Excel bank import
Upload a CSV or Excel statement from any bank; MYLEDGER proposes the column mapping, remembers it, resolves duplicates and imports.
VideoAI clean-up of messy spreadsheets
Paste messy CSV text or upload a workbook and AI turns it into transactions for review.
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.