What's new in MindBridge

The May 2025 release delivers a robust set of enhancements designed to strengthen audit defensibility, streamline data workflows, and enhance platform usability. From statistically rigorous sampling and AI-assisted account mapping to background exports and ERP file support, these updates help your team act with greater accuracy, speed, and confidence.

Functional capabilities

• Monetary Unit Sampling (MUS)
• Target Sampling
• Audit plan integration
• LLM - based Account Grouping to MAC Mapping
• Access recent exports
• Sage 50 UK degrouper

Upgrades to performance & scalability

• TRA pipeline performance improvements
• Faster data validation during ingestion

Improvements

• Risk segmentation settings
• Email notification settings

New capabilities for 25.05

Functional capabilities

Sampling

You can now include or exclude previously sampled items in new samples, thereby reducing duplication and manual cleanup.

Monetary Unit Sampling (MUS)

MindBridge now supports Monetary Unit Sampling (MUS) within the general ledger analysis workflow. MUS enables auditors to select transactions based on dollar value, delivering a statistically rigorous approach to risk-based sampling. This enhancement allows teams to generate MUS samples directly from the Data Table using in-app configuration for key parameters such as tolerable misstatement, expected misstatement, and confidence level. The feature supports duplicate selections where high-value transactions span multiple intervals and aligns with firm methodology and audit standards. Additionally, this update eliminates reliance on external tools or spreadsheets and helps streamline audit documentation.

Learn more about using MUS in MindBridge.

Target Sampling

Auditors can now hand-pick specific entries directly from the data table to create samples tailored to judgmental or ad hoc scenarios, such as JET sampling. Each targeted sample requires a name and rationale for selection, which is stored with the sample and included in exports.

Learn more about using Target Sampling in MindBridge.

Audit plan integration

A new Samples tab in the Audit Plan consolidates all created samples into one centralized view. You can then drill into a specific sample which will take you to the Sample Details page. For each sample, these details include sample method, size, audit areas, assertions, date of last export, date created, and who the sample was created by.

Learn more about using the Samples tab in MindBridge.

Exportable sample rationale and results

Sampling exports have been enhanced to serve as complete audit artifacts. Exports now include GL source data, sampling method, input parameters, rationale, and selected entries. A new Export and Add to Audit Plan button allows users to complete documentation with one click.

LLM - based Account Grouping to MAC Mapping

MindBridge is introducing LLM AG Mapping, a new AI-assisted feature that uses large language models to recommend mappings between customer-defined Account Groupings and MindBridge’s Account Classification (MAC). Integrated into the Admin UI, this enhancement streamlines onboarding, reduces manual effort, and improves classification consistency, especially for large general ledger datasets.

Available as an opt-in feature in 25.05. Contact your Customer Success representative to enable it.

Learn more about using LLM AG Mapping in MindBridge.

Access recent exports

MindBridge has introduced an improved export experience that lets you track file progress without interrupting your workflow. When you export a report, data table, or audit plan, the file is generated in the background. You can continue working while tracking progress in the new Exports panel, which appears in the bottom right corner of the screen.

Once the export is complete, the file can be downloaded directly from the panel or accessed later from the Exported files tab in the File manager.

Learn more about exporting your files in MindBridge.

Sage 50 UK degrouper

MindBridge now supports automated degrouping for files exported from Sage 50 UK. As part of our ongoing effort to streamline ERP data transformation, the new degrouper accurately identifies Sage 50 UK exports and structures them to align with MindBridge’s ingestion requirements.

This enhancement enables smoother data onboarding and eliminates the risk of misidentifying non-Sage 50 UK test files.

Learn more about Sage 50 UK in MindBridge.

Upgrades to performance & scalability

TRA pipeline performance improvements

We’ve made backend enhancements to the Transaction Risk Analytics (TRA) pipeline to improve processing speed and throughput. These changes reduce analysis time and improve scalability, especially when working with large or complex datasets.

Faster data validation during ingestion

The data validation step is now multi-threaded, resulting in up to 4x faster performance during ingestion. This improvement helps users move into analysis more quickly and reduces wait times when uploading high-volume files.

Improvements

Risk segmentation settings

MindBridge now offers greater control over risk segmentation views, helping teams focus on only the most relevant data during audit analysis. These updates reduce manual filtering, support targeted workflows, and streamline the user experience across engagements.

• Disable default segment views such as Account and Risk Score to work exclusively with custom-defined views.
• Filter segment views by specific risk scores (e.g., MindBridge Score) or risk groups (e.g., Asset Assertion Scores) to support focused testing, including Journal Entry Testing (JET).
• Set a default segment view at the library level to automatically load the preferred view when accessing the segmentation dashboard.
• Apply scoped risk ranges to custom scores, allowing users to exclude irrelevant values and tailor scoring logic to different use cases.

Learn more about risk segmentation.

Email notification settings

MindBridge now offers control over email notifications at the engagement level. Within the Engagement Settings page, users can configure their own preferences using new checkboxes under their profile in Access Management.

• Enable email subscription – Master toggle for all notifications
• Task email subscription – Receive updates on task assignments and changes
• Analysis email subscription – Get notified when an analysis is complete

Learn more about email notification settings in MindBridge.

MindBridge API

Refer to the API reference document for additional details and guidance on the updates below.

Saved filters

Adds a new entity, Saved Filter, which allows users to manage saved library, organization, engagement, and private filters.

• GET /saved-filters/{savedFilterId} returns a saved filter identified by its ID
• POST /saved-filters creates a new saved filter
• PUT /saved-filters/{savedFilterId} updates a saved filter by ID
• DELETE /saved-filters/{savedFilterId} deletes a saved filter by ID
• POST /saved-filters/query queries saved filters based on a provided filter
• POST /saved-filters/validate checks a filter's compatibility with a given data table and returns related errors or warnings

Populations

Enhancements to the Populations entity now support full CRUD functionality.

• POST /populations creates a new population
• PUT /populations/{populationId} updates a population by ID
• DELETE /populations/{populationId} deletes a population by ID
• Added fields: analysisTypeId, condition, legacyFilterFormat, displayCurrencyCode, and displayLocale

Risk ranges

Adds a new entity, Risk Range, allowing customization of low, medium, and high thresholds for risk scores.

• GET /risk-ranges/{riskRangeId} returns a risk range by ID
• POST /risk-ranges creates a new risk range
• PUT /risk-ranges/{riskRangeId} updates a risk range by ID
• DELETE /risk-ranges/{riskRangeId} deletes a risk range by ID
• POST /risk-ranges/query queries risk ranges using custom filters

Analysis type configuration

Adds a new entity, Analysis Type Configuration, for managing analysis settings across libraries, engagements, and analyses.

• GET /analysis-type-configuration/{analysisTypeConfigurationId} returns a configuration by ID
• PUT /analysis-type-configuration/{analysisTypeConfigurationId} updates a configuration by ID
• POST /analysis-type-configuration/query queries configurations based on filters

Engagement account groups

New endpoints allow full CRUD operations on engagement account groups.

• POST /api/v1/engagement-account-groups creates a new engagement account group
• PUT /api/v1/engagement-account-groups/{engagementAccountGroupId} updates an engagement account group by ID
• DELETE /api/v1/engagement-account-groups/{engagementAccountGroupId} deletes an engagement account group by ID
• The field hidden can now be used as part of a query filter

Data tables

New fields added to the data table column model:

• mindBridgeField — the name of the MindBridge field mapped to the column
• typeaheadDataTableId — the ID of the typeahead table associated with the column

Engagements

• The subscribedUserIds field has been removed

Libraries

• Added a new field riskRangeEditPermission, which indicates whether risk ranges in the library can be modified.