AI Features & Skills

Kraal uses AI to automate accounting workflows, extract data from documents, categorize transactions, reconcile accounts, and generate financial reports. This page covers the full range of AI capabilities available to you.

AI Skills

Skills are organized into seven categories. You can browse and launch them from the Command Center.

1. Data Extraction

Upload documents — invoices, bank statements, receipts, tax forms — and the AI extracts structured data automatically. Document types are detected on upload, so you do not need to classify them manually.

2. Transaction Processing (GL Coding)

The AI categorizes transactions against your chart of accounts. Each suggested GL account mapping includes a confidence score so you can quickly identify items that need manual review.

3. Account Reconciliation

Match bank transactions to general ledger entries automatically. You can configure variance tolerance thresholds to control how closely amounts must match before requiring your review.

4. Financial Reporting

Generate standard financial reports and KPIs, including:

• Profit & Loss summary
• Balance sheet
• Variance analysis
• Cash flow statements

5. Data Analysis

Analyze and visualize financial data with charts and graphs. Capabilities include trend analysis, period-over-period comparisons, and forecasting.

6. Compliance & Tax

Apply tax codes based on jurisdiction-specific rules and validate transactions for compliance. The AI flags potential issues before they reach your ledger.

7. System Integration

Export data to external systems in standard formats:

• QuickBooks (QBO and IIF)
• CSV
• Bank import format

Cascade (Multi-Step AI Planning)

For complex requests, the AI uses Cascade to break work into a step-by-step plan. You can:

1. Submit a complex request (e.g., "Prepare the month-end close for March")
2. Review the plan the AI generates before any work begins
3. Approve the plan to start execution
4. Monitor progress through each step in real time

This gives you full visibility and control over multi-step processes.

Ask Kraal Panel

The Ask Kraal panel is a conversational AI assistant available throughout the app. Ask natural-language accounting questions — about a client's financials, a specific transaction, or how to perform a task — and get answers in context.

AI Task Lifecycle

Every AI task moves through a defined lifecycle:

Submitted > Planning > Executing > Completed

Tasks may also end in Failed (an error occurred) or Cancelled (stopped by a user). You can track each task's current stage from the Command Center.

Slash Commands

Type slash commands in the chat panel to trigger custom workflow shortcuts. For example:

• /pbc — kick off a Prepared by Client request
• /close-kickoff — start the period close process

Slash commands can be scoped to your user account or shared across your organization. Commands use a simple template syntax for configurable parameters.

Customize AI

Adjust how the AI behaves on a per-client or per-organization basis. Customization options let you set preferences for categorization rules, reporting formats, and default behaviors so the AI aligns with your firm's standards.

Safety Guardrails

Kraal's AI operates within clear boundaries to protect your data.

The AI will:

• Suggest journal entries and categorizations
• Generate reports and analysis
• Extract data from uploaded documents
• Draft reconciliation matches

The AI will not (without your explicit approval):

• Post entries to the ledger
• Delete any records
• Modify chart of accounts structures

Every action that changes your financial data requires human review and approval first.