Minded makes audit prep feel organized, traceable, and ready before the auditor starts asking.
Let AI Agent run your audit preparation
Build PBC List
Assemble this year's prepared-by-client list for the selected client in QuickBooks Online. Pull the trial balance, account roll-forwards, and supporting reports the auditor typically requests for revenue, AP, AR, payroll, and equity cycles. Compare against last year's PBC list and flag new accounts, retired accounts, and balances that crossed materiality. Pause before adding any new line item to the auditor's request log. Send the draft PBC list to Slack with status by cycle, owners, and missing-document flags. If the auditor's scope is unclear, ask me whether to follow last year's list verbatim or to update for new entities. Ask me where I keep the latest engagement letter so I can match scope.
Draft Walkthroughs
Draft walkthrough memos for revenue, expenditure, and payroll cycles for the selected client in NetSuite. Trace one transaction per cycle from initiation through cash settlement, naming the system, the role, the control activity, and the evidence reviewed. Reference last year's memo where the process is unchanged and call out every change. Pause before describing a control as operating effectively. Save the draft memos to Google Drive in the audit folder. Ask me to upload the prior-year walkthrough memo if you cannot find it, and ask me which controller signed off so the new memo carries the right approver.
Pull Samples
Pull this year's substantive-testing samples for the selected client in Sage Intacct. Use the auditor's requested method, random, stratified by amount, or risk-based on related-party flags, and record the selection rationale next to every row. Cap the sample at the agreed size and surface anything above scope materiality. Pause before finalizing the sample if the population changed since the last close. Save the sample workbook to Google Drive with population total, method, seed, and date. Ask me whether the auditor wants attribute or variable sampling, and ask me to record the firm's materiality threshold if it is not on file.
Package Evidence
Package the evidence pack for the external auditor for the selected client in Xero. Pull invoices, contracts, board minutes, and reconciliations referenced in the PBC list, rename them to the auditor's filing convention, and load them to the engagement folder in Suralink. Track responses, open items, and follow-up questions. Pause before marking any PBC item complete. Send a daily status digest with open requests, days outstanding, and items pending client review. Ask me to upload the engagement portal access if it is not connected, and ask me where last year's evidence pack lives if I need to mirror its structure.
Books That Survive the Auditor's First Pass
A clean close is not the same as an audit-ready file. Audit readiness means every balance ties to support, every variance has a memo, and every reclass is logged with a reason. The agent surfaces gaps before the auditor finds them.
One Evidence Pack Per Client
Most audit prep dies in email. The agent assembles one pack per client with the PBC list, walkthroughs, samples, and supporting evidence in a single folder, with a status view the partner can scan in five minutes.
Walkthroughs the Auditor Actually Accepts
A walkthrough memo that recycles last year's prose without naming the change is the first thing an auditor flags. The agent drafts the memo, names every change since last year, and asks the controller to approve before the file is shared.
How does Minded support audit preparation across multiple client accounting systems?
Minded connects to QuickBooks Online, Xero, NetSuite, Sage Intacct, and Zoho Books to gather balances, reconciliations, support, and audit trail details. It helps the audit lead identify missing documentation, organize PBC requests, and keep evidence linked back to source transactions before the external auditor begins fieldwork.
Can Minded help manage a recurring PBC list during audit readiness checkpoints?
Yes. Minded can turn prior-year requests, current-year close files, and quarterly review notes into a working PBC list. It tracks owners, evidence status, reviewer comments, and source links, so the firm can prepare client books throughout the year instead of rebuilding the audit package at year-end.
How does Minded assist with walkthrough memos and internal controls testing?
Minded helps draft walkthrough memos from transaction flows, approval records, system activity, and supporting documents. It can summarize key cycles such as revenue, expenses, payroll, and cash, then flag gaps in approvals, segregation of duties, or missing control evidence for partner review.
Does Minded replace auditor judgment under AICPA audit standards, SAS 145, or SOX audit work?
No. Minded supports preparation and documentation, not auditor independence or professional judgment. It helps accounting firms organize evidence, maintain traceable records, and prepare control narratives, while partners and auditors remain responsible for conclusions under AICPA audit standards, SAS 145 risk assessment, or SOX requirements.
How are sample selection audit requests and audit evidence packaged for external auditors?
Minded can pull requested samples from ledgers and subledgers, attach invoices, contracts, approvals, bank support, and reconciliations, then package the files in Google Drive, Suralink, or Caseware workflows. Each evidence item keeps source references, period tags, and reviewer notes for a clean audit handoff.