Document Management with Minded
Minded keeps client files organized, retention-ready, and easy to defend when auditors ask.
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Let AI Agent run your document retention
One prompt. Multiple tools. Real outcomes.
Apply Retention Policy
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 management workflows with your existing tools, ERP, and communication channels.
Benefits
Up to 80% Lower Cost to Serve
For accounting firms, the cost question on document retention is not the storage bill. It is the partner hours spent reconciling IRS, SOX, AICPA, and state windows during an inspection. Minded positio
One Policy Across Ledgers and Workspaces
Multi-client firms rarely live in one ledger. Bills sit in QuickBooks Online, Xero, NetSuite, Sage Intacct, and Zoho Books; contracts and payroll registers sit in Google Drive, SharePoint, or Box. The
Retention That Learns Each Client's Window
Generic document retention templates break when one client is a public-company audit engagement (SOX 802 in scope), another is a healthcare practice (HIPAA-influenced state windows), and a third is a