How It Works

How a job actually runs.

Two minutes: Understand how MindLedger solves capacity challenges with AI.

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 job reviews the ledger data and documents it can already see, identifies the evidence gaps, and prepares the intake requirements.

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

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Drop files, exported reports, or written transcripts. The system extracts what it needs

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

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

Illustrative example

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) 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: a draft company tax return PDF, prepared from the reviewed tax workpapers

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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

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✓

Bank recSummaryTBGSTDividends+ 9 more

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?

See how a job connects to your ledger, and experience what AI-delivered work packets look like.

Get Started →