Instant Month End Close with AI
Financial close automation your practice runs across every client without rebuilding the routine.
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Let AI Agent run your month-end close
One prompt. Multiple tools. Real outcomes.
Code transactions
Let AI Agent run your month-end close
Code transactions
Code last period's transactions for this client in Xero. Pull supplier invoices from the inbox, sales receipts from the bank feed and payroll output from the pay run. Apply the firm's coding rules per client: nominal account, VAT tax code, project code and cost centre, learned from prior corrections and last period's close pack. Flag entertainment, fuel and restricted categories per policy. If a coding rule is missing or 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, exceptions and questions before the bank rec runs.
Reconcile banks
Reconcile last period's bank movements for this client in QuickBooks. Pull every bank account and credit card on the ledger, match transactions against open invoices, supplier bills, payroll runs and recurring direct debits, and apply the matching rules the practice has agreed for this client. For recurring entries (rent, software, payroll), apply the prior period's pattern. If a transaction does not fit any prior pattern, ask me whether to follow last quarter's coding or open a new rule. Pause before posting any new matching rule. Save a note for the practice manager listing matched lines, unmatched lines and queries for the team to clear before the exception queue is worked.
Clear exceptions
Clear the close exceptions queue for this client in Sage 50. Pull every open item on the suspense account, the unallocated cash account, the wages control, the open purchase ledger queries and the customer dispute list. For each exception, propose a resolution based on the underlying source document and the prior period's treatment. If an exception is ambiguous, ask me whether to clear against accruals, move to next period or refer to the senior. Pause before posting any clearing journal above the agreed materiality. Ask me where the practice files the close exceptions log if I cannot find it. Send a Slack summary listing cleared items, items rolled forward and items awaiting senior decision.
Handover close pack
Assemble the close pack handover for this client in FreeAgent at the end of the close. Compile the trial balance, P&L summary, balance sheet summary, bank reconciliation, journals posted, exceptions cleared, exceptions rolled forward and the senior approvals captured at each gate. Tie every working paper to the underlying ledger entry and reference the practice's review checklist. For multi-entity clients, include the entity-level view alongside any consolidation note. If a working paper is incomplete, ask me whether to send a partial pack with a covering note or to wait. Pause before sharing with the senior. Save the close pack to Google Drive ready for the senior review meeting.
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 month end close workflows with your existing tools, ERP, and communication channels.
Benefits
Closes the books without manual chase
Reconciliations, accruals, intercompany ticks, flux commentary and review notes stop landing on staff one client at a time. The AI Agents repeat the close across every book, which delivers up to 80% l
Close that learns each client's coding style
Generic coding rules break the moment two clients code the same supplier differently. Minded remembers each client's nominal mapping, VAT treatment, project codes and standard accruals. The next close
One close flow across Xero, QuickBooks, Sage 50 and FreeAgent
A real practice runs close for clients on Xero, QuickBooks, Sage 50 and FreeAgent at the same time. The same coding, bank rec, exception and handover motion runs natively in every ledger. See [bank re
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.