Sign in

• Implement Single Sign-On (SSO)
• Microsoft Single Sign-On
• Google G Suite Single Sign-On
• Enable multi-factor authentication with Android or iOS

• I was invited, but can't sign in
• My invitation link expired, can I get a new one?

Invite users

(User Admins and App Admins only)

• Invite new users
• User roles available in MindBridge

• How do I change my level of access?

Support

• Access MindBridge support

Engagement tracking

• Row usage report
• Activity report 

MindBridge Academy

• Access MindBridge Academy

Overview

MindBridge workflow

Process of running an analysis in MindBridge, from initial system setup to completing the analysis.

• Comprehensive MindBridge workflow

Get set up for an analysis

Account grouping

(App Admin only)

Custom financial hierarchy based on industry template or entity’s financial statements.

• Account grouping: Overview
• Create an account grouping from template
• Import account groupings via template
• MAC codes: Usage and control point impact

• Troubleshooting issues with a CCH account grouping import

Note: If you are using a MindBridge base library, go straight to ‘Organization’

Library

(App Admin only)

Configure:

• Account groupings
• Financial ratios
• Filters
• Risk scores

• Create a new library

• Library management: Library details

Organization

Hosts all client engagements, account mappings and data imported.

• What is an organization?
• Organization management 

• Organizations

Engagement

Select a library and enter engagement details.

Hosts client analyses.

• What is an engagement?
• Create an engagement
• MindBridge engagement map

• FAQ: Engagement settings

Create an analysis

• What is an analysis?
• Create an analysis

• Analysis management

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.

• Roll forward from analysis to new engagement

• I can't find my engagement in the roll forward menu

Request data from customers

(A&A only)

Plan in advance to ensure clients are able to provide you the necessary documentation

• Best practices for requesting data from customers

Extract and transform data

Required:

• COA
• GL (CY & PY)
• Opening & closing balances
• Additional data
• Format GL

• ERP Guides
• Sage Intacct integration
• QuickBooks integration
• Xero integration

• FAQ: Direct connectors

Import data

Import formatted, required data

• The Data page: Overview
• Import a general ledger 
• Import opening and closing balances 
• Import a chart of accounts or MAC file
• Data validation: Overview

• What do I do with multiple files?
• FAQ: General ledger import
• FAQ: File manager
• Data Validation: Special characters that must be escaped
• Submit a data formatting request

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

• Understand Transaction ID and Data Integrity

• Troubleshoot Transaction ID selection 
• Custom Running Total and the Smart Splitter

Verify accounts

Review your account grouping and account mappings, and make any necessary adjustments at the engagement level.

• Adjust and verify account grouping at the engagement level
• Adjust and verify account mappings

• Account number inconsistency

Verify balances

Pre-analysis completeness check

Assess the completeness of a general ledger before running analysis.

• Pre-analysis completeness check

Run analysis

Run the analysis and review results.

• Run an analysis 

Re-import and re-run

How to re-import files and re-run an analysis in MindBridge.

• Re-import files and re-run an analysis
• Import adjustments, reclassifications, and eliminations

Results

How to interpret analysis results

Learn about the MindBridge score and the various dashboards available in a general ledger analysis.

• MindBridge score for GL analyses
• Annotations dashboard
• Audit assertion risk dashboard
• Data table dashboard
• Financial statements dashboard
• Prior period comparison
• Ratios dashboard
• Risk overview dashboard
• Risk segmentation dashboard
• Trends dashboard

• Assertion risk scores FAQ
• What is a control point?
• List of control points
• What is a risk score?
• What is a transaction structure?

Documentation on how to rely on MindBridge

Includes documentation on how to include results in your working paper solutions

• Rely on MindBridge