Hands-Free AI Accounting
Run your practice's books with an agent that learns each client's chart and coding rules.
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Let AI Agent run your accounting
One prompt. Multiple tools. Real outcomes.
Categorise Transactions
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.
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 AI accounting workflows with your existing tools, ERP, and communication channels.
Benefits
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, r
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 cl
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 boo
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.