## Pinion Adopts the MindBridge AI platform for time savings and deeper insights

## About Pinion

**Pinion is a leading accounting firm in food and agriculture consulting. Originally focused on tax and public**  
**accounting, it now provides comprehensive advisory services in sustainability, government affairs, financial**  
**management, and business strategy.**

Serving diverse clients—from tractor manufacturers to logistics providers—Pinion is committed to supporting businesses that are vital  
to feeding and clothing the world. With a client-centric approach and deep industry expertise, Pinion drives innovation and addresses  
the evolving challenges faced by its clientele.

## Situation

Recognizing the value technology can have on the increasing data volume  
and complexity of financial oversight, Pinion was on a transformation journey  
to optimize their processes while maintaining high-quality outcomes.

Originally adopting MindBridge for external auditing, Pinion now wanted to  
leverage MindBridge’s AI-powered platform in other areas of their business  
and gain even greater efficiencies and deeper insights to ultimately futureproof their business.

## Challenge

**When a prospective came to Pinion with a particularly**  
**complex business case for a review engagement, the**  
**team saw a prime opportunity to apply MindBridge’s**  
**AI-powered risk intelligence platform to see if they**  
**could gain improvements in efficiency and insights**  
**over traditional manual review methods.**

A new client was the ideal candidate for a pilot project, as there is always  
additional time invested in onboarding them during the first year, and new  
engagements can often bring up additional issues and struggles.

This client had worked with two other CPA firms in the past and had grown  
frustrated with their lack of timelines and high interaction volume from those  
firms. The Pinion team decided to invest time up front in setting this client  
up on the MindBridge AI platform, hoping to save time on the back end of  
the review, and with future engagements for the same client.

***“I wanted to see if we***  
***could optimize the review***  
***engagement process—***  
***reducing the total time***  
***spent while still delivering***  
***a high-quality outcome.”***  
—  Jenn Tozlian, Principal  
     Pinion

## Results

By integrating the MindBridge AI platform into  
their review engagement process, the Pinion  
team achieved remarkable results. Initially  
expecting the engagement to require 180 to  
200 hours, they managed to reduce the total  
time spent to only 150 hours, translating to a  
significant 20-25% reduction.

180-200 hrs  
**INITIAL EXPECTED**  
**ENGAGEMENT**  
**REDUCE THE TOTAL TIME**  
**SPENT TO ONLY**  
150 hrs  
**TRANSLATING TO A**  
**SIGNIFICANT**  
20-25%   
reduction

In addition, the comprehensive data  
analysis offered by MindBridge delivered  
deeper insights into the client’s business,  
evealing trends and operational details  
that gave the Pinion team the information  
they needed to ask more informed and  
insightful questions, which led to a richer  
and more productive discussions with  
the client.

The client was extremely happy with  
the review process, providing the team  
with positive feedback on the team’s  
efficiency and their thorough grasp of  
the client’s business.

The staff who worked on this review  
engagement were also pleased with  
the results. The advanced capabilities  
of the MindBridge platform allowed  
them to navigate complex data more  
effectively, and easily gain insights about  
the client’s business directly from the  
dashboard, building their confidence  
and excitement for future projects.

***“It was incredible to not only be***  
***able to avoid any major issues***  
***on this first-year engagement,***  
***but to exceed expectations on***  
***all fronts.”***

The platform’s ability to handle  
extensive data and streamline  
workflows removed much of the manual  
labor and guesswork, allowing the team  
to focus on more fulfilling work.

Ultimately, the integration of MindBridge  
into the review engagement process  
achieved its goal of delivering a  
high-quality service in less time and  
at a reduced cost. The successful  
implementation demonstrated the  
platform’s value in optimizing both  
operational efficiency and client  
satisfaction, setting a positive  
precedent for future engagements.

MindBridge AI elevates advancing  
accounting and audit firms unlike  
any other solution. By embracing  
this powerful technology, Pinion has  
cemented itself as a leader within  
today’s modern accounting practices,  
separating itself from old traditions, and  
impressing clients in doing so.

## Learn more

**If you are looking for new ways of doing business and**  
**leveraging technology to improve how you conduct**  
**complex audits, reach out to the MindBridge team today.**

## Contact us at info@mindbridge.ai or book a demo.

***“The client was extremely***  
***complimentary about the***  
***experience. They appreciated***  
***how smooth the process was,***  
***the timely delivery, and how***  
***well-informed we were about***  
***their business. I truly believe***  
***that taking the time to set***  
***them up with MindBridge and***  
***dive into their needs made a***  
***significant difference in the***  
***outcome.”***
— Jenn Tozlian, Principal
    Pinion