Minded turns scattered close data into board-ready packs your clients can actually use.
Let AI Agent run your management reporting
Monthly Report
Build last month's management report for the selected client in QuickBooks Online. Pull the trial balance, apply the client's department and class mapping, and produce the management P&L view leadership uses. Compare to prior period and to the client's monthly target. Flag new accounts, KPI lines whose source mapping changed, and segment lines without supporting documents. Pause before posting any new mapping rule. Send a Slack draft of the management report with exceptions and unanswered mappings. Ask me where the firm stores the client's management-report template if it is not saved alongside the books.
Segment P&L
Roll up last month's department and segment P&L for this client in NetSuite. Apply the client's segment dimensions (department, class, location, or custom segments), check that the rollup ties to the consolidated P&L, and isolate any segment with material drift against prior period. If two dimensions overlap, ask me which is the primary segment for management reporting. Pause before reclassifying any cost across segments. Save the rollup workpaper to Google Drive with the source mapping and tie-out check. Ask me to upload last month's segment definitions if the file is not the latest version.
KPI Refresh
Refresh last month's custom KPI set for this client in Sage Intacct. For each KPI in the client's library (gross margin by segment, OpEx as a percent of revenue, headcount cost ratio, AR days, AR aging, others) recalculate using the same definition the firm registered last quarter. Do not redefine a KPI silently. Push the refreshed KPI block to the client's Power BI workspace. Pause and wait for explicit approval before publishing the KPI tile to leadership's dashboard. Return a Slack KPI summary with the period-over-period change for each KPI. Ask me to record the KPI definition if it is not saved.
Read Pack
Assemble last month's management read pack for this client in Xero. Combine the management P&L, segment rollups, refreshed KPI block, and the approved commentary into the firm's management-pack format. Save the final PDF and source workbook to Google Drive. Pause before any send. Confirm the leadership recipient list against the firm's record. Return a Slack confirmation with the send timestamp, recipients, and pack version. Ask me which contact at this client owns management reporting if the distribution list is not saved.
Reports the Leadership Team Will Actually Read
Management reports earn their slot when leadership reads them. The agent drafts the commentary tied back to the rollups and KPIs the pack already shows, not free-form prose. Each sentence cites the line it explains, so the leadership team reads a number and the reason next to it instead of a paragraph that does not survive scrutiny.
One Management Pack Across QuickBooks, Xero, NetSuite, Sage Intacct, and Zoho
A firm with mixed ledgers cannot afford to rebuild the management pack per platform. The agent runs the same pack workflow across QuickBooks Online, Xero, NetSuite, Sage Intacct, and Zoho Books, while preserving each client's segment definitions, KPI library, and approval routing. The leadership team sees the same pack shape every month, only the numbers change.
Up to 80% Lower Cost to Serve
The management pack repeats the same shape every month, with the same hours per client. Minded positions the AI bookkeeper for up to 80% lower cost to serve by moving the repeat management-reporting work, segment rollups, KPI refreshes, narrative drafts, into supervised agent runs without removing the reviewer's sign-off.
How does Minded prepare monthly management reports from closed books?
After the period close, Minded pulls balances, transaction detail, classes, departments, and segments from the connected ledger. It refreshes the management pack, flags missing mappings, drafts commentary for material movements, and routes the package for controller review before it is shared with the client’s leadership team.
Can Minded handle department P&L and segment reporting across different ledgers?
Yes. Minded works with common dimension structures such as QuickBooks Online classes, Xero tracking categories, NetSuite departments, Sage Intacct dimensions, and Zoho Books reporting tags. It maps those structures into a consistent reporting model so the outsourced controller can review department P&L and segment views consistently.
How are custom KPI reporting definitions controlled?
KPI definitions can be tied to specific accounts, dimensions, formulas, and nonfinancial inputs. Minded checks whether source data is available, identifies broken mappings, and refreshes outputs used in tools like Power BI, Tableau, Looker, or client-facing spreadsheets, while keeping the final review with the accounting team.
Does Minded support GAAP-aware management accounts review?
Minded helps surface inconsistencies that affect management accounts, such as unusual accruals, missing allocations, uncategorized transactions, or reporting dimensions that do not align with the firm’s policy. It does not replace professional judgment. The controller still reviews presentation, GAAP treatment, and any client-specific reporting conventions.
How does an AI bookkeeper fit into an outsourced controller workflow?
Minded acts as an AI bookkeeper that prepares the reporting workpapers, refreshes schedules, drafts variance notes, and organizes evidence for review. The outsourced controller remains responsible for interpretation, client context, and final sign-off, but spends less time assembling the management reporting package manually.