AI-Powered GL Coding on Autopilot
GL coding automation your practice runs consistently across every client ledger.
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Let AI Agent run your GL coding
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Categorise transactions
Let AI Agent run your GL coding
Categorise transactions
Categorise last period's transactions for this client in Xero. Read each transaction from the bank feed and the ledgers, then apply the practice's coding policy: nominal based on supplier or customer history, prior corrections from the last close and category rules for entertainment, fuel, repairs and capex. For transactions matching a prior pattern, code automatically. For transactions outside any prior pattern, mark for review. If a transaction sits at the boundary of two nominals, ask me whether to follow the closest prior pattern or open a fresh rule. Pause before posting any new rule. Save a note for the practice manager listing coded transactions, queries and items awaiting senior input.
Apply project codes
Apply project and department coding to last period's transactions for this client in QuickBooks. For each transaction, identify the project code from the supplier description, the prior coding pattern, the project tag on the invoice or the mapping the practice maintains. Apply the department code from cost centre rules. For transactions that touch multiple projects, propose a split based on the prior allocation pattern. If a transaction does not tie to any active project, ask me whether to chase the client owner or assign to overhead. Pause before posting any split that exceeds the agreed materiality. Save a note for the practice manager listing coded transactions, splits and items awaiting senior input.
Set VAT codes
Set VAT codes on last period's transactions for this client in Sage 50. For each transaction, apply the VAT code per the supplier's VAT registration status, the supply type and the practice's VAT code library: standard, zero-rated, exempt, outside-the-scope, DRC and reverse charge. Check the supplier VAT number against the HMRC checker where the supplier is new or the prior history is thin. For supplies that trigger DRC, apply the reverse charge codes correctly. If a supplier's VAT status appears inconsistent with the supply pattern, ask me whether to chase the supplier or refer to the senior. Pause before posting any new VAT code rule. Save the VAT code working paper to Google Drive.
Tidy chart of accounts
Tidy the chart of accounts for this client in FreeAgent during the coding pass. Identify duplicate nominals (two codes for the same purpose), unused codes (no active transactions for a sustained period), codes with inconsistent naming and codes no longer tied to active classes of transaction. Propose a tidy-up plan: merge duplicates, archive unused codes, rename for consistency. For codes that would affect prior-period comparatives, ask me before changing. Pause before any chart of accounts change lands in the ledger. Ask me where the practice keeps the chart of accounts review policy. Save a note for the practice manager listing duplicates, unused codes and items awaiting senior approval before the change lands.
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 gl coding workflows with your existing tools, ERP, and communication channels.
Benefits
GL coding without manual rework
Nominal coding, VAT codes, project tags and recurring-rule learning stop landing on staff line by line. The AI Agents apply the firm's coding decisions across every client, which is where the up to 80
Coding that learns each client's chart of accounts
Generic coding rules fail the moment two clients code the same supplier differently. Minded learns each client's chart of accounts: nominal mappings, project codes, department structure and VAT-code c
One coding flow across Xero, QuickBooks, Sage 50 and FreeAgent
A real practice codes for clients on Xero, QuickBooks, Sage 50 and FreeAgent at the same time. The same categorisation, project, VAT and chart-of-accounts motion runs natively in every ledger. See [AP
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.