Run your practice's books with an agent that learns each client's chart and coding rules.
Let AI Agent run your accounting
Categorise Transactions
"Categorise this month's pending transactions across the connected client ledgers in Xero. For each client, pull uncategorised entries, apply prior coding corrections by supplier, department, and class, and check the chart of accounts for off-pattern entries. Flag novel suppliers, duplicate descriptions, and entries that don't fit any learned rule. Pause before applying a new rule to posted history. Ask me where the practice stores its per-client coding cheat sheets if any exist. If a supplier's category is ambiguous, ask whether to follow last month's coding or open a new rule. Send a Slack digest per client with proposed coding and exceptions."
Reconcile Books
"Reconcile last month's books for the selected client portfolio in QuickBooks Online. Tie ledger balances to the client's bank feed, clear obvious matches, and flag duplicates, stale uncleared items, and entries posted under a different supplier name. For multi-entity clients, check intercompany balances on both sides. Draft adjusting entries for known timing gaps; pause before posting any of them. If the client's bank is not yet connected, ask me to connect it. Ask me where prior reconciliation packs live if the folder is not obvious. Save the pack to Google Drive and send a Slack summary."
Catch Up Books
"Catch up a client whose books are months behind in Sage. Inventory the missing periods, ingest the historical statements and invoices the user uploads, and reconstruct categorisation period by period using the client's coding rules where they exist. Flag missing documents, unsupported entries, and gaps in the bank feed. Draft journal entries to bring the books current. Pause for explicit per-period approval before posting any of them, and pause before applying retroactive rule changes to already-posted history. Ask me to upload missing bank statements, receipts, or supplier contracts. Save the catch-up status sheet by month."
Clean Up Books
"Clean up a client's books before the next close season in FreeAgent. Scan the chart of accounts for unused, duplicate, or naming-drifted accounts. Audit the supplier master for duplicates, name variants, and stale records. Flag stale AR and AP, uncategorised items, and posted entries that contradict the learned coding rules. Propose merges, recoding plans, and chart-of-accounts consolidations. Pause before merging supplier records, archiving any account, or recoding posted history. Ask me for the practice's materiality threshold for recoding posted entries. Ask me whether the practice has a chart-of-accounts naming standard. Send a Slack digest with proposed merges and recoding."
Up to 80% Lower Cost to Serve
For a UK accountancy practice, the buying question is cost per clean client month. Minded positions the AI bookkeeper for up to 80% lower cost to serve by moving the repeat hygiene loop, categorise, reconcile, catch up, clean up, from staff queues into supervised accounting automation runs without removing approval gates.
One Cockpit for the Whole Client Portfolio
Most accounting software and accounting platforms bind to a single ledger. Practices running 80-300 mixed-ledger client books need one cockpit. Minded runs the same AI accounting agent across every client and ledger, preserving each client's chart and reviewer policy. Single-workflow deep dives like bank reconciliation, GL coding, AP automation, journal entries, and month-end close live as their own pages.
An Accounting Assistant That Remembers Each Client
Generic AI accounting flattens every client's books to a global rule set, then breaks the moment a supplier codes differently for two clients. Minded's accounting assistant keeps memory per client books: prior coding corrections, learned supplier rules, materiality thresholds, reviewer preferences. The accounting assistant proposes consistently with how the practice already handled the same situation last month.
What is AI accounting for a UK practice?
AI accounting is an agent that performs the practice's repeat books work across client ledgers: categorising transactions, reconciling books, catching up backlogged periods, and cleaning up the chart of accounts. Staff review exceptions and approve actions while the practice keeps Making Tax Digital recordkeeping and double-entry bookkeeping practice intact.
How is Minded different from accounting software like Xero or QuickBooks?
Accounting software, or an accounting platform, is the ledger where the books live. Minded is the AI bookkeeper on top of those ledgers, handling transaction categorisation, reconciliation, and review-ready entries aligned to FRS 102 and ICAEW practice. The agent works across Xero, QuickBooks Online, Sage, FreeAgent, and NetSuite.
Can one AI bookkeeper run accounts across many clients on different ledgers?
Yes. The agent keeps a per-client workspace with its own chart of accounts, coding rules, supplier history, and reviewer policy. The same practice-level cockpit can run categorisation, reconciliation, catch-up, and cleanup workflows for clients on different ledgers without flattening the rules to a global default.
How does Minded learn each client's coding rules?
The agent reads prior coded transactions, reviewer corrections, supplier history, and any cheat-sheet the practice uploads, then proposes coding for new entries and asks when something is off-pattern. Rule changes pause for reviewer sign-off before they touch posted history. Every change lands in the audit trail alongside FRS 102 review notes.
Which accounting systems and banks does Minded connect to?
Minded supports common practice-stack ledgers (Xero, QuickBooks Online, Sage, FreeAgent, NetSuite) and connected sources such as Gmail, Google Drive, and Slack. For banks, the agent works with the client's bank connection once the client links it; the agent will ask you to connect any missing bank.