Quick start guide for GL analyses – MindBridge: English (US)

Questions? We have answers.

Summary

Learn about common workflows for General ledger analyses so you can start using MindBridge.

Get started

First steps Useful articles FAQs
Sign in - Implement Single Sign-On (SSO)
- Microsoft Single Sign-On
- Google G Suite Single Sign-On
- Enable multi-factor authentication with Android or iOS		 - I was invited, but can't sign in
- My invitation link expired, can I get a new one?
Invite users
(User Admins and App Admins only)		 - Invite new users
- User roles available in MindBridge		 - How do I change my level of access?
Support - Access MindBridge support —
Engagement tracking - Row usage report
- Activity report		 —
MindBridge Academy - Access MindBridge Academy —

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)

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
- Create an account grouping from template
- Create an account grouping from a CCH group trial balance
Technical documents
- Account grouping: Overview
- Account grouping strategy
- MAC code system
- MAC codes: Usage and control point impact		 Troubleshooting issues with a CCH account grouping import
Create a library Configure settings (by analysis type) for your:
- Analysis
- Financial ratios
- Filters
- Segments
- Populations
- Risk scores
- Risk ranges
- Custom control points		 Guides
- Create a new library
- Analysis configuration
- Ratios
- Filters
- Segments
- Populations
- Risk scores
- Risk ranges
- Custom control points
Technical documents
- MindBridge libraries		 Library management: Library details
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
- Organization management
Technical documents
- User roles and permissions		 - What is an organization?
- FAQ: Organizations
Create an engagement Create an area to host related analyses.
Learn how to manage engagement settings.		 Guides
- Create an engagement
Technical documents
- Engagement settings
- MindBridge engagement map		 - What is an engagement?
- FAQ: Engagement settings
Create an analysis Create an analysis into which you can import financial datasets. Guides
- Create an analysis
Technical documents
- Analysis settings		 - What is an analysis?
- Analysis management
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
- Roll forward an existing analysis		 I can't find my engagement in the roll forward menu

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. - Best practices for requesting data from customers —
Extract and transform data Required:
- COA
- GL (CY & PY)
- Opening & closing balances
- Additional data
- Format GL		 - ERP Guides
- Sage Intacct integration
- QuickBooks integration
- Xero integration		 - FAQ: Direct connectors

Import data and verify the accounts

Workflow Details Useful Articles FAQs
Import data Import formatted, required data - The Data page: Overview
- Import a general ledger
- Import opening and closing balances
- Import a chart of accounts or MAC file
- Data validation: Overview		 - What do I do with multiple files?
- FAQ: General ledger import
- FAQ: File manager
- Data Validation: Special characters that must be escaped
- Submit a data formatting request
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 - Understand Transaction ID and Data Integrity - Troubleshoot Transaction ID selection
- Custom Running Total and the Smart Splitter
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. - Adjust and verify the account grouping
- Adjust and verify account mappings		 - Account number inconsistency
Verify account balances and run a pre-analysis completeness check Assess the completeness of a general ledger before running the analysis. - Review the account grouping
- Pre-analysis completeness check

Run the analysis

Workflow Details Useful Articles FAQs
Run an analysis Run the analysis and review results. - Run an analysis —
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		 —

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. - MindBridge score for GL analyses
- Annotations dashboard
- Audit assertion risk dashboard
- Data table dashboard
- Financial statements dashboard
- Prior period comparison
- Ratios dashboard
- Risk overview dashboard
- Risk segmentation dashboard
- Trends dashboard		 - Assertion risk scores FAQ
- What is a control point?
- List of control points
- What is a risk score?
- What is a transaction structure?
Documentation on how to rely on MindBridge Includes documentation on how to include results in your working paper solutions - Rely on MindBridge —