Instant Financial Reporting with AI
Financial reporting software your practice runs alongside the close every period.
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Let AI Agent run your management reporting
One prompt. Multiple tools. Real outcomes.
Build P&L pack
Let AI Agent run your management reporting
Build P&L pack
Build last period's management accounts P&L pack for this client in Xero. Pull revenue, cost of sales, operating expenses and the period's contribution to operating profit. Group entries to the client's agreed reporting line structure, not the underlying nominal. Include prior period, year-to-date and budget columns alongside the period view. If a reporting line has shifted materially since last period, ask me whether to keep the current grouping or to recategorise. Pause before recategorising any reporting line. Ask me where the practice keeps the client's reporting line policy. Save the P&L pack and the supporting working paper to Google Drive ready for senior review and the variance pass.
Draft variance notes
Draft variance commentary for this client's management accounts in QuickBooks. For each significant variance against prior period and against budget, identify the largest contributors, tie each contributor to underlying transactions or events the client has communicated, and write a short commentary paragraph in the client's narrative voice. Materiality thresholds are per the practice's reporting policy. If a variance lacks an explanation, ask me whether to chase the client or to mark for senior interpretation. Pause before sending any commentary that touches sensitive client information. Save a note for the practice manager listing variances drafted, queries for the client and items awaiting senior interpretation.
Refresh KPIs
Refresh the KPI tracker for this client in Sage 50. Pull KPI definitions configured for the client, compute each metric from the ledger and any connected operational system and update the tracker. Compare current period against the target, against the prior period and against the rolling twelve-month trend. Flag metrics that have moved more than the agreed threshold and tie each flagged metric to the underlying drivers. If a KPI definition has changed since the prior period, ask me whether to apply retrospectively. Pause before changing a KPI definition. Save the refreshed tracker to Google Drive and the assumption log alongside ready for senior review.
Compose board pack
Compose this period's board pack for this client in FreeAgent. Pull the management accounts, the variance commentary, the KPI tracker, the cash flow update and any outstanding items the senior has raised. Assemble the pack to the practice's house style with the client's logo, the executive summary, the financial summary, the operational KPIs and the appendix detail. For multi-entity clients, include both entity-level and consolidated views with intra-group eliminations applied. If a board pack section is incomplete, ask me whether to send a partial pack with a covering note or to wait. Pause before sharing with the client board. Save the pack to Google Drive ready for partner sign-off.
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 financial reporting workflows with your existing tools, ERP, and communication channels.
Benefits
Automated financial reporting with AI Agents
Management packs, variance commentary, KPI tables and board narratives stop landing on staff one client at a time. The AI Agents repeat the reporting motion across the book, which is where the up to 8
Commentary that learns each client's narrative voice
Templated commentary reads generic and gets edited every period. Minded learns each client's board-paper voice: how they frame a variance, which KPIs they emphasise, which categories deserve a paragra
One reporting flow across Xero, QuickBooks, Sage 50 and FreeAgent
A real practice runs management reporting for clients on Xero, QuickBooks, Sage 50 and FreeAgent at the same time. The same P&L pack, variance commentary, KPI refresh and board-pack motion runs native
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.