Summary
There are so many ways to use MindBridge that getting started can feel overwhelming. We've compiled this quick start guide to help you get a feel for some common workflows for general ledger analyses so you can get started in MindBridge, fast!
Get started
First steps |
Useful articles |
FAQs |
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Sign in |
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Invite users (User Admins and App Admins only) |
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Support |
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Engagement tracking |
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MindBridge Academy |
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Common workflows
Category |
Workflow |
Details |
Useful Articles |
FAQs |
Overview |
MindBridge workflow |
Process of running an analysis in MindBridge, from initial system setup to completing the analysis. |
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Get set up for an analysis |
Account grouping (App Admin only) |
Custom financial hierarchy based on industry template or entity’s financial statements. |
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Note: If you are using a MindBridge base library, go straight to ‘Organization’ |
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Library (App Admin only) |
Configure:
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Organization |
Hosts all client engagements, account mappings and data imported. |
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Engagement |
Select a library and enter engagement details. Hosts client analyses. |
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Create an analysis |
An analysis represents an analysis of data. | |||
Roll forward |
How to roll data forward from an analysis to a new engagement. Note: You must have successfully run a general ledger analysis before data can be rolled forward. |
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Data |
Request data from customers (A&A only) |
Plan in advance to ensure clients are able to provide you the necessary documentation |
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Extract and transform data |
Required:
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Import data |
Import formatted, required data |
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Transaction ID |
Ensure during the load data phase you are able to select a transaction ID to break down the data within the General Ledger |
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Account mapping and account grouping at the engagement level |
Verify accounts |
Review your account grouping and account mappings, and make any necessary adjustments at the engagement level. |
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Verify balances |
Pre-analysis completeness check |
Assess the completeness of a general ledger before running analysis. |
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Run the analysis |
Run analysis |
Run the analysis and review results. |
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Re-import and re-run |
How to re-import files and re-run an analysis in MindBridge. |
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Results |
How to interpret analysis results |
Learn about the MindBridge score and the various dashboards available in a general ledger analysis. |
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Documentation on how to rely on MindBridge |
Includes documentation on how to include results in your working paper solutions |
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Anything else on your mind? Chat with us or submit a request for further assistance.