# Questions? We have answers.
## Summary
Learn about common workflows for _General ledger analyses_ so you can start using MindBridge.
- [Get started](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HBS3H691ZMB4FS4B9X6G0FJ1)
- [Common workflows](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HBS3H691ZSPS8D426V7S319B)
- [Set up your team's tenant _(App Admins only)_](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ5KDGYTGB3Q614D7XP84NFF)
- [Prepare for analysis](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7VY35PAJ291MEHCFBNBM0J)
- [Acquire data](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7W474F83G6SSZSTXRX0D8S)
- [Import data and verify the accounts](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7X5DMR8G1BCK0YG6P7WB72)
- [Run the analysis](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7XAWAYAQJ2YXDB3CS9ETV6)
- [Review, document, and test analysis results](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7XD1DP7TZS3QP8FF0QJTDY)
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## Get started
| **First steps** | **Useful articles** | **FAQs** |
| --- | --- | --- |
| Sign in | - [Implement Single Sign-On (SSO)](https://support.mindbridge.ai/hc/en-us/articles/360057902693)
- [Microsoft Single Sign-On](https://support.mindbridge.ai/hc/en-us/articles/360056060254)
- [Google G Suite Single Sign-On](https://support.mindbridge.ai/hc/en-us/articles/360057902733)
- [Enable multi-factor authentication with Android or iOS](https://support.mindbridge.ai/hc/en-us/articles/360058192453) | - [I was invited, but can't sign in](https://support.mindbridge.ai/hc/en-us/articles/360058011733)
- [My invitation link expired, can I get a new one?](https://support.mindbridge.ai/hc/en-us/articles/4402464544919) |
| Invite users
(User Admins and App Admins only) | - [Invite new users](https://support.mindbridge.ai/hc/en-us/articles/360056060294)
- [User roles available in MindBridge](https://support.mindbridge.ai/hc/en-us/articles/360056394954) | - [How do I change my level of access?](https://support.mindbridge.ai/hc/en-us/articles/4402470061591) |
| Support | - [Access MindBridge support](https://support.mindbridge.ai/hc/en-us/articles/360054147834) | — |
| Engagement tracking | - [Row usage report](https://support.mindbridge.ai/hc/en-us/articles/360058333793)
- [Activity report](https://support.mindbridge.ai/hc/en-us/articles/8709086608151) | — |
| MindBridge Academy | - [Access MindBridge Academy](https://support.mindbridge.ai/hc/en-us/articles/360063323613) | — |
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## Common workflows
[Comprehensive MindBridge workflow](https://support.mindbridge.ai/hc/en-us/articles/1500004124661): Process of running an analysis in MindBridge, from initial system setup to completing the analysis.
- [Set up your team's tenant _(App Admins only)_](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ5KDGYTGB3Q614D7XP84NFF)
- [Prepare for analysis](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7VY35PAJ291MEHCFBNBM0J)
- [Acquire data](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7W474F83G6SSZSTXRX0D8S)
- [Import data and verify the accounts](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7X5DMR8G1BCK0YG6P7WB72)
- [Run the analysis](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7XAWAYAQJ2YXDB3CS9ETV6)
- [Review, document, and test analysis results](https://support.mindbridge.ai/hc/en-us/articles/8608008023191-Quick-start-guide-for-GL-analyses#h_01HZ7XD1DP7TZS3QP8FF0QJTDY)
### Set up your team's tenant ( [App Admins](https://support.mindbridge.ai/hc/en-us/articles/360056394954) 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](https://support.mindbridge.ai/hc/en-us/articles/360056330754)
- [Create an account grouping from a CCH group trial balance](https://support.mindbridge.ai/hc/en-us/articles/360056330594)
Technical documents
- [Account grouping: Overview](https://support.mindbridge.ai/hc/en-us/articles/360056329594)
- [Account grouping strategy](https://support.mindbridge.ai/hc/en-us/articles/9173857282839)
- [MAC code system](https://support.mindbridge.ai/hc/en-us/articles/22819163288343)
- [MAC codes: Usage and control point impact](https://support.mindbridge.ai/hc/en-us/articles/1500002858481) | [Troubleshooting issues with a CCH account grouping import](https://support.mindbridge.ai/hc/en-us/articles/4406931040279) |
| 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](https://support.mindbridge.ai/hc/en-us/articles/360058192113)
- [Analysis configuration](https://support.mindbridge.ai/hc/en-us/articles/1500005592141)
- [Ratios](https://support.mindbridge.ai/hc/en-us/articles/360056329634-Library-settings-Ratios)
- [Filters](https://support.mindbridge.ai/hc/en-us/articles/360058193293-Library-settings-Filters)
- [Segments](https://support.mindbridge.ai/hc/en-us/articles/13640494569111-Library-settings-Segments)
- [Populations](https://support.mindbridge.ai/hc/en-us/articles/13640339540631-Library-settings-Populations)
- [Risk scores](https://support.mindbridge.ai/hc/en-us/articles/360061668293-Library-settings-Risk-scores)
- [Risk ranges](https://support.mindbridge.ai/hc/en-us/articles/13640223743383-Library-settings-Risk-ranges)
- [Custom control points](https://support.mindbridge.ai/hc/en-us/articles/13641133350935-Library-settings-Custom-control-points)
Technical documents
- [MindBridge libraries](https://support.mindbridge.ai/hc/en-us/articles/360056329574) | [Library management: Library details](https://support.mindbridge.ai/hc/en-us/articles/4685618640407) |
| **Note:** If you are using a [MindBridge library](https://support.mindbridge.ai/hc/en-us/articles/360056329574), 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](https://support.mindbridge.ai/hc/en-us/articles/360057583033)
Technical documents
- [User roles and permissions](https://support.mindbridge.ai/hc/en-us/articles/360056394954) | - [What is an organization?](https://support.mindbridge.ai/hc/en-us/articles/7275789709463)
- [FAQ: Organizations](https://support.mindbridge.ai/hc/en-us/articles/360057902893) |
| Create an engagement | Create an area to host related analyses.
Learn how to manage engagement settings. | Guides
- [Create an engagement](https://support.mindbridge.ai/hc/en-us/articles/360055739694)
Technical documents
- [Engagement settings](https://support.mindbridge.ai/hc/en-us/articles/360055740054)
- [MindBridge engagement map](https://support.mindbridge.ai/hc/en-us/articles/360058198753) | - [What is an engagement?](https://support.mindbridge.ai/hc/en-us/articles/360056060474)
- [FAQ: Engagement settings](https://support.mindbridge.ai/hc/en-us/articles/360062739713) |
| Create an analysis | Create an analysis into which you can import financial datasets. | Guides
- [Create an analysis](https://support.mindbridge.ai/hc/en-us/articles/360057583093)
Technical documents
- [Analysis settings](https://support.mindbridge.ai/hc/en-us/articles/13638835009559) | - [What is an analysis?](https://support.mindbridge.ai/hc/en-us/articles/7276349719319)
- [Analysis management](https://support.mindbridge.ai/hc/en-us/articles/360056457334) |
| 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](https://support.mindbridge.ai/hc/en-us/articles/360061700433-Pushing-data-from-an-analysis-to-a-new-engagement-Rolling-forward-) | [I can't find my engagement in the roll forward menu](https://support.mindbridge.ai/hc/en-us/articles/360062739713) |
### 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](https://support.mindbridge.ai/hc/en-us/articles/1500002589701) | — |
| Extract and transform data | Required:
- COA
- GL (CY & PY)
- Opening & closing balances
- Additional data
- Format GL | - [ERP Guides](https://support.mindbridge.ai/hc/en-us/sections/360011708893)
- [Sage Intacct integration](https://support.mindbridge.ai/hc/en-us/articles/4419121190039)
- [QuickBooks integration](https://support.mindbridge.ai/hc/en-us/articles/4402388814743)
- [Xero integration](https://support.mindbridge.ai/hc/en-us/articles/1500008433541) | - [FAQ: Direct connectors](https://support.mindbridge.ai/hc/en-us/articles/360056524594) |
### Import data and verify the accounts
| **Workflow** | **Details** | **Useful Articles** | **FAQs** |
| --- | --- | --- | --- |
| Import data | Import formatted, required data | - [The Data page: Overview](https://support.mindbridge.ai/hc/en-us/articles/360058013433)
- [Import a general ledger](https://support.mindbridge.ai/hc/en-us/articles/360057583173)
- [Import opening and closing balances](https://support.mindbridge.ai/hc/en-us/articles/360058012333)
- [Import a chart of accounts or MAC file](https://support.mindbridge.ai/hc/en-us/articles/360058011873)
- [Data validation: Overview](https://support.mindbridge.ai/hc/en-us/articles/4404280793879) | - [What do I do with multiple files?](https://support.mindbridge.ai/hc/en-us/articles/4410728102423)
- [FAQ: General ledger import](https://support.mindbridge.ai/hc/en-us/articles/1500002913242)
- [FAQ: File manager](https://support.mindbridge.ai/hc/en-us/articles/4413350337559)
- [Data Validation: Special characters that must be escaped](https://support.mindbridge.ai/hc/en-us/articles/4403614226839)
- [Submit a data formatting request](https://support.mindbridge.ai/hc/en-us/articles/360056395554) |
| 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](https://support.mindbridge.ai/hc/en-us/articles/360056395634) | - [Troubleshoot Transaction ID selection](https://support.mindbridge.ai/hc/en-us/articles/360056395654)
- [Custom Running Total and the Smart Splitter](https://support.mindbridge.ai/hc/en-us/articles/360058269873) |
| 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](https://support.mindbridge.ai/hc/en-us/articles/9553833993495-Verify-accounts-Engagement-level-management-of-account-grouping-and-account-mappings-MAC-v-2#h_01HYK3VX30WGA4ZVNK15CN88GA)
- [Adjust and verify account mappings](https://support.mindbridge.ai/hc/en-us/articles/9553833993495-Verify-accounts-Engagement-level-management-of-account-grouping-and-account-mappings-MAC-v-2#h_01HYK3XC8AF0QGECYKWJDWYYZY) | - [Account number inconsistency](https://support.mindbridge.ai/hc/en-us/articles/4402059635735) |
| 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](https://support.mindbridge.ai/hc/en-us/articles/9553833993495-Verify-accounts-Engagement-level-management-of-account-grouping-and-account-mappings-MAC-v-2#h_01HYK9BRVWQZTJNY6PWFH97MKQ)
- [Pre-analysis completeness check](https://support.mindbridge.ai/hc/en-us/articles/4411133015703) | |
### Run the analysis
| **Workflow** | **Details** | **Useful Articles** | **FAQs** |
| --- | --- | --- | --- |
| Run an analysis | Run the analysis and review results. | - [Run an analysis](https://support.mindbridge.ai/hc/en-us/articles/360058012013) | — |
| 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](https://support.mindbridge.ai/hc/en-us/articles/360059917334)
[Re-run an analysis](https://support.mindbridge.ai/hc/en-us/articles/360058012013-Run-an-analysis#01FYYMDXTQE3WWQZ0X7129WTZ0) | — |
### 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](https://support.mindbridge.ai/hc/en-us/articles/360055739874)
- [Annotations dashboard](https://support.mindbridge.ai/hc/en-us/sections/4408300459927-Annotations-dashboard)
- [Audit assertion risk dashboard](https://support.mindbridge.ai/hc/en-us/articles/360061672733)
- [Data table dashboard](https://support.mindbridge.ai/hc/en-us/sections/4408300455191-Data-table-dashboard)
- [Financial statements dashboard](https://support.mindbridge.ai/hc/en-us/sections/4408294156311-Financial-statements-dashboard)
- [Prior period comparison](https://support.mindbridge.ai/hc/en-us/sections/5848594147991-Prior-period-comparison)
- [Ratios dashboard](https://support.mindbridge.ai/hc/en-us/sections/4408294186519-Ratios-dashboard)
- [Risk overview dashboard](https://support.mindbridge.ai/hc/en-us/sections/4408300445463-Risk-overview-dashboard)
- [Risk segmentation dashboard](https://support.mindbridge.ai/hc/en-us/sections/7649888633239-Risk-segmentation-dashboard)
- [Trends dashboard](https://support.mindbridge.ai/hc/en-us/sections/4408294181783-Trends-dashboard) | - [Assertion risk scores FAQ](https://support.mindbridge.ai/hc/en-us/articles/1500001262082)
- [What is a control point?](https://support.mindbridge.ai/hc/en-us/articles/360057582953)
- [List of control points](https://support.mindbridge.ai/hc/en-us/articles/4406216622615)
- [What is a risk score?](https://support.mindbridge.ai/hc/en-us/articles/360058394393)
- [What is a transaction structure?](https://support.mindbridge.ai/hc/en-us/articles/5431028477975) |
| Documentation on how to rely on MindBridge | Includes documentation on how to include results in your working paper solutions | - [Rely on MindBridge](https://support.mindbridge.ai/hc/en-us/articles/4565535382423) | — |
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