Kraal DocsAI-powered accounting for modern firms

Portfolio, Home, Inbox, Close, and Books for the firm's clients.

Your first hour

Portfolio, a client, Home, Inbox, Close, Books, and the firm doors, and where Ask Kraal fits.

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Follow practical CPA-firm checklists for adding a client, connecting sources, running the daily rhythm, processing documents, and closing a month.

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Bring files in from Books. Upload & process takes PDF, CSV, XLS, XLSX, OFX, QFX, TXT, and images. Review them before anything is posted.

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Balance-sheet coverage for the period. Open it from Close.

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Migrate clients from QuickBooks Online — accounts, customers, vendors, invoices, bills, and payments sync automatically into ERPNext.

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Answers first, names the page, and can take you there. Charts are marked Certified or Derived. Drafts wait in the Inbox.

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The period in flight, the financial package, and the Reconciliation Hub. The lock is signed in the Inbox.

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