How It Works

Submit work. Receive outcomes.

This mirrors the engagement model firms already use with offshore teams. We're not changing behaviours, just the cost base and margin opportunity underneath. Select a workflow, provide context, and receive a complete work packet.

Step 01

Job In: Select a workflow and brief the agents

Choose from Individual Tax Returns, Business Tax Returns (Company, Trust, Partnership), Bookkeeping & Reconciliation, Payroll Processing, or BAS & GST Compliance. Select the client from your entity registry.

A split-panel interface opens: a structured checklist on the left and the AI chat on the right. The checklist auto-populates from your Xero integration, pulling trial balance, bank reconciliation status, prior year data, and GST reconciliation.

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Type instructions in natural language. No forms, no rigid templates

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Drop files, voice notes, or meeting transcripts. The system extracts what it needs

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As you provide information, checklist items auto-check in real time

Jobs / Smith & Co Pty Ltd / FY26 financial statements Job In

Job intake

Refining checklist
Track the documents, questions and evidence needed before work can proceed.
4/5 satisfied
Trial balance FY26 Xero
General ledger Xero
Prior-year workpapers SharePoint
Bank statements Email
Loan statement · Westpac facility Requested
Evidence status $340,000 movement this year · statement requested from customer
Send documents here j-8k2m4p6r@mail.mindledger.com.au
Working

MindLedger is working on this

Sources & inputsAgentTasks & deliverables
Xero
Integration
Reading trial balance…
SharePoint
6 documents
E
Job inbox
3 emails
MindLedger agent
T
Working on
2 of 5 complete - 1 in progress
Bank reconciliation
Debtors & creditors
GST reconciliation
Adjusting journals
W
Deliverables
1 produced - 3 planned
xlsx fy26-workpapers v2 - updating
Step 02

Agent Execution: The agents process the job

Once you submit, MindLedger's AI agent fleet takes over. The agents process the job using configured compliance workflows, producing a complete, compliant work packet while applying your firm's rules.

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Client Rules are applied automatically: preferences specific to this entity

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Team Rules enforce your firm's standard operating procedures

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Tax authority compliance checks (ATO, IRS) flag any conflicts with current legislation

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Company tax return: ~25 minutes. BAS preparation: ~8 minutes.

Step 03

Review & Return: Receive a complete work packet

The work packet comes back to your firm for review and sign-off, with every figure traceable to its source. Everything is immediately usable within your existing Xero workflow.

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Draft Tax Return: populated in Xero Tax, ready for review and lodgement

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Working Papers: trial balance mapping, reconciliations, adjusting journals

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Financial Statements: P&L, Balance Sheet, Notes

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Assumptions Log: every assumption documented and flagged

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Variance Analysis: year-on-year comparison with commentary

Jobs / Smith & Co Pty Ltd / Job packet Your review
Files4
fy26-workpapers.xlsx2 feedback
financial-statements.pdf
tax-return-draft.pdf
assumptions-log.pdf
D14 Review mode 2 feedback
B1 · Bank reconciliation · FY26 Prepared by MindLedger agent · Review: TM
AccountPer ledgerPer bank
ANZ operating 4471417,080.20412,806.20
Reconciling items · ANZ operating
Add: outstanding deposits8,214.00✓
Less: unpresented cheques(3,940.00)✓
Adjusted balance per bank417,080.20✓
Variance0.00✓
Westpac facility 2205340,000.00340,000.00C
Term deposit 449085,000.0085,000.00✓
GST control 231018,442.0018,442.00S
Trade debtors 120096,150.0096,150.00✓
Trade creditors 210074,300.0074,300.00✓
New comment · D14
Confirm the facility limit change against the payout letter before lodgement.
Bank recSummaryTBGSTDividends+ 9 more
Clients / Smith & Co Pty Ltd / Context layer Checked before every run
Firm-wide
Note but ignore unreconciled differences under $50 unless the account is cash, GST, PAYG, super, wages or director loan.
Client
Capitalises R&D expenditure over $5,000.
Entity
Director loan 2-1400 repaid as Div 7A minimum; confirm intent each year.
Entity
Ask for tax-planning resolutions at pre-vet. Recorded from review comment · FY26 financial statements · yesterday
New
Your firm’s IP · never pooled, never used to train shared models Firm IQ
The Competitive Moat

Context engineering is the moat. We're helping you build it.

As software and services converge, those who control context will win. Every interaction teaches the agents more about your firm and clients. Instructions are proposed as reusable rules. Accept them, and they're applied automatically to all future jobs. The more jobs processed, the less context you need to provide.

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Client Rules: specific to individual entities, like distribution preferences or capitalisation thresholds

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Team Rules: your firm's SOPs, applied consistently across every job

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Conflict Detection: rules checked against tax authority standards and flagged if they conflict

Ready to see it in action?

Connect your Xero account, submit your first job, and experience what AI-delivered work packets look like.

Get Started →