Effortless Audit Preparation
Audit prep your practice runs without rebuilding the file every audit cycle.
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Let AI Agent run your audit preparation
One prompt. Multiple tools. Real outcomes.
Lead schedules
Let AI Agent run your audit preparation
Lead schedules
Prepare the lead schedules for this client's statutory audit in Xero. Pull the trial balance at the year-end, the comparative balances and the prior-year audit adjustments, then build a lead schedule per balance sheet section and per significant P&L account. Tie every lead schedule to the underlying nominal, attach the agreed supporting working papers, and carry forward unresolved points from last year's file. If a balance has moved more than the planning materiality, ask me whether to draft a query for the senior. Pause before locking any lead schedule. Ask me where the practice files its audit working papers. Save the schedules and working papers to Google Drive ready for the senior review.
Bank confirmations
Prepare bank confirmation letters and the circularisation pack for this client's year-end audit. Draft the bank confirmation letter for every bank account on the ledger with the year-end balance, the interest accrued and any loan covenant detail required by the auditor. Draft the debtor and creditor circularisation letters for the sample the senior approves. Send the letters from Gmail through the agreed channel, track responses and chase non-responses after the agreed waiting window. If a response shows a difference, ask me whether to clear it as a reconciling item or to escalate. Save responses, chases and reconciling items to Google Drive ready for the auditor.
Sample selection
Build the journal entry testing sample for this client's year-end audit in QuickBooks. Apply the practice's risk-based selection rules: round-sum journals, journals posted outside business hours, journals to suspense or other key risk accounts, and a random selection across the rest. Pull the supporting document and the originator for each sampled journal, and prepare the query list per the auditor's expectations. If a journal lacks supporting evidence, ask me whether to chase the client or refer the item to the senior for evaluation. Pause before circulating the sample list. Save a note for the practice manager listing the sample, items missing evidence and queries for the senior to review.
Audit trail pack
Assemble the audit trail pack for this client's external audit in Sage 50. Compile the agent activity log, the lead schedules, the bank confirmations, the circularisation responses, the journal entry testing sample and the supporting working papers into a single audit file structured per the auditor's index. Tie every document to its source, and include the senior approvals captured at each gate. If a working paper is incomplete, ask me whether to wait for the senior or to send a partial file with a covering note. Pause before sharing the pack with the external auditor. Save the audit pack to Google Drive and notify the senior by email.
Trusted by the world's best
“Each customer request used to take 4 hours of manual work across 3 different systems. Now with Minded over 80% of payment requests take less than 10 minutes and our VIP customers have never been happier.”
“We serve 40% more clients per bookkeeper with no new hires. AI files the tax forms and drafts the documentation. Each bookkeeper gets 12 hours a week back for review and advisory work.”
“We dropped Excel sheets and finance emails for automating payments and invoices for 50K restaurants. AI worked on top of SAP without migration.”
Integrate with your existing software
Seamlessly integrate audit preparation workflows with your existing tools, ERP, and communication channels.
Benefits
Audit prep without manual sampling
Sampling, walkthroughs, lead schedules and confirmations stop running on senior time per client. The AI Agents prepare the file across the audit book, which delivers up to 80% lower cost to serve per
Audit prep that remembers last year's adjustments
A real audit file is mostly continuity. Minded carries forward the prior-year working papers, the audit adjustments, the queries that were unresolved and the points the auditor wanted next year. The n
One audit file across Xero, QuickBooks, Sage 50 and FreeAgent
A real practice prepares audit files for clients on Xero, QuickBooks, Sage 50 and FreeAgent at the same time, and the agent runs the same lead-schedule, sample-selection and audit-pack motion natively
Activate your tools without APIs
Forget about asking your CTO to shift priorities, let your agents operate like your humans do and deliver real value to your customers from day 1.