Customer Master Data with Minded
Minded keeps customer records clean, compliant, and ready for billing across every ledger.
Trusted by
Let AI Agent run your customer master data
One prompt. Multiple tools. Real outcomes.
Onboard Customers
Trusted by the world's best
“We doubled our top line without doubling headcount by letting ops leads manage AI agents just like their team.”
“American Express automated 20 years old systems to serve VIP customers in minutes instead of days”
Integrate with your existing software
Seamlessly integrate customer master data workflows with your existing tools, ERP, and communication channels.
Benefits
Up to 80% Lower Cost to Serve
Customer onboarding, TIN matching, dedupe sweeps, and certificate watch are repeat work the firm performs for every AR client every month. Moving the repeat parts, validation, dedupe proposal, certifi
End-to-End Customer Master Without the Hand-Offs
The typical customer master lives in the ledger plus a CRM plus a shared drive of W-9s plus an exemption-certificate folder. End-to-end customer master connects onboarding, TIN matching, dedupe, certi
Customer Master That Learns Your Firm's Onboarding Policy
Generic onboarding templates break when one client requires partner sign-off on every new customer and another runs self-serve, or when one industry mandates a different W-9 set. Customer master that