Document Collection with Minded
Minded chases, sorts, and routes client documents so your team can close with less follow-up.
Trusted by
Let AI Agent run your document collection
One prompt. Multiple tools. Real outcomes.
Request Documents
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 document collection workflows with your existing tools, ERP, and communication channels.
Benefits
Close on Time, Every Month
When document collection finishes on schedule, close starts on schedule. APQC's [Cycle Time to Perform Monthly Close](https://www.apqc.org/resource-library/resource/cycle-time-perform-monthly-close) b
One Workflow Across Karbon, Canopy, and TaxDome
Most firms run client communication, document portal, and tax prep across two or three platforms. The agent operates across Karbon, Canopy, and TaxDome without a migration, and writes chase events bac
Document Collection That Learns Your Client's Habits
Generic reminder schedules treat every client the same. The agent learns per-client habits: who replies on day one, who replies after the second reminder, who tends to send the wrong file, who needs a