Summary
Learn about common workflows for General ledger analyses so you can start using MindBridge.
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
Comprehensive MindBridge workflow: Process of running an analysis in MindBridge, from initial system setup to completing the analysis.
- Set up your team's tenant (App Admins only)
- Prepare for analysis
- Acquire data
- Import data and verify the accounts
- Run the analysis
- Review, document, and test analysis results
Set up your team's tenant (App Admins only)
Workflow |
Details |
Useful articles |
FAQs and more |
Create an account grouping |
Use a template to map GL accounts in a given financial hierarchy to MindBridge Account Classification ("MAC") codes. MindBridge uses this data to efficiently analyze datasets across related engagements and analyses. |
Guides Technical documents |
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Create a library |
Configure settings (by analysis type) for your:
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Guides
Technical documents |
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Note: If you are using a MindBridge library, go straight to the Create an organization workflow below. |
Prepare for analysis
Workflow |
Details |
Useful articles |
FAQs and more |
Create an organization |
Create an area to host all of your engagements. Learn how to manage the organization and control user access. |
Guides Technical documents |
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Create an engagement |
Create an area to host related analyses. Learn how to manage engagement settings. |
Guides Technical documents |
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Create an analysis |
Create an analysis into which you can import financial datasets. | Guides Technical documents |
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Roll forward |
Roll your analysis data forward into to a new or existing engagement. Note: Only completed General ledger analyses can be rolled forward. |
Guides |
Acquire data
Workflow |
Details |
Useful Articles |
FAQs |
Request data from customers (A&A only) |
Plan in advance to ensure clients are able to provide you with necessary data and documents. |
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Extract and transform data |
Required:
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Import data and verify the accounts
Workflow |
Details |
Useful Articles |
FAQs |
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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Verify accounts — account mapping and account grouping in the engagement |
Review your account grouping and account mappings, and make any necessary adjustments at the engagement level. |
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Verify account balances and run a pre-analysis completeness check |
Assess the completeness of a general ledger before running the analysis. |
Run the analysis
Workflow |
Details |
Useful Articles |
FAQs |
Run an analysis |
Run the analysis and review results. |
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Import additional files and re-run the analysis |
How to import adjusting files and re-run an analysis in MindBridge. |
Import adjustments, reclassifications, and eliminations Re-run an analysis |
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Review, document, and test analysis results
Workflow |
Details |
Useful Articles |
FAQs |
How to use the dashboards and 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.