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Command Center
The Command Center is Kraal's AI task console: the place where task runs, approvals, and artifacts live for the client you have selected. It appears as Current Work in the accounting workspace sidebar and as Command Center in the workspace footer utilities.
The Command Center is a different surface from ChatIQ. ChatIQ is the conversational assistant — where you ask a question, shape a request, and open the right workspace. The Command Center is where the resulting work is tracked, reviewed, and approved. Work started in ChatIQ, in a workspace, or from a playbook all lands here.
Everything in the Command Center is scoped to the selected client. Confirm the client — and the entity, for multi-entity clients — before starting work or approving a task.
What the Command Center gives you
- Quick actions — one-click entry into the most common accounting tasks for this client.
- Task feed — a live list of AI and human tasks with their current status.
- Task detail — the full context for one task: timeline, artifacts, and approval controls.
- Workflows — multi-step automations that chain several AI skills together.
- Skills — direct access to individual AI skills. See AI Features & Skills.
- Client onboarding overlay — the readiness checklist for a client that has not finished setup.
Quick actions
Quick action cards are shortcuts into work that usually starts elsewhere in the app:
| Action | What it does |
|---|---|
| Inbox & To-Do | Review receipts, pending items, and tasks that need attention. |
| Journal Entry | Create a balanced journal adjustment for the selected client. See Journal & Payment Entries. |
| Sync Chart of Accounts | Pull the latest chart of accounts from the client's connected ERPNext instance. See Chart of Accounts. |
| Import Bank Data | Upload and process a bank statement through the Transaction Processor. See Upload & Review. |
| Bank Reconciliation | Match bank transactions against GL entries and resolve differences. See Bank Reconciliation. |
| Financial Reports | Generate a profit & loss, balance sheet, or other standard report. |
| Close | Open close management for the client's current period. See Close Overview. |
| Financial Pack | Generate a financial package with the period's close artifacts. |
Quick actions carry the current client context with them, so you do not have to re-select the client on the destination page.
Task management
Task states
Every AI task moves through the same lifecycle:
Queued > Running > Completed
| Status | What it means |
|---|---|
| Queued | The task is created and waiting to start. |
| Running | Kraal is actively working the task. |
| Waiting on you | The task is paused until you supply input, a decision, or an approval. |
| Completed | The task finished successfully. |
| Failed | The task stopped because of an error. |
| Timed out | The task did not finish inside its allowed window. |
| Cancelled | Someone stopped the task manually. |
| Archived | The task is finished and moved out of the active feed. |
A task that ends in Failed or Timed out has not changed the books unless its detail view shows a completed posting. Check the task detail before re-running anything that posts.
Task detail
Open a task from the feed to see:
- Event timeline — the chronological record of what the task did and when its status changed.
- Artifacts — the files and data the task produced: reports, exports, extractions, and packages.
- Approval controls — approve or reject buttons, shown when the task is waiting on you.
Task detail is the right view when you need one task's full story. For a client-wide timeline, use the Audit Center; for guidance on choosing between the Activity Log, task detail, client audit, and firm-wide audit views, see Audit Trail & Activity Log.
Approving a task
When a task reaches Waiting on you:
- Review the task's artifacts and preview data.
- Approve to resume the workflow, or reject to stop it.
- Add a comment explaining the decision when the reason is not obvious from the artifacts.
- The task continues processing after approval.
Approval is a real control, not a formality: nothing consequential posts, sends, or delivers until a person approves it. See Autonomy & Safety for which work is always autonomous, which is supervised, and which always waits for you.
Workflows
Workflows are multi-step automations that chain several AI skills together.
To run one:
- Open the Workflows area of the Command Center.
- Browse the workflow library or your firm's saved workflows.
- Run the workflow you want.
- The workflow creates a task in the feed.
- Follow the task's progress as each step completes.
A stored workflow defines a sequence of skills and the parameters each step uses. Workflows follow the same approval rules as any other AI work — a step that needs a decision moves the task to Waiting on you.
For repeatable operational work with a tighter scope and approval gates at each consequential step, see AI Playbooks.
Client onboarding overlay
When you select a client that has not finished onboarding, a readiness overlay appears in place of the task feed. It shows:
- Status — the client's current readiness state and accounting backend.
- Checklist — the core readiness signals: chart of accounts status, ERP connection, and bank statement intake.
- Next actions — the specific step that unblocks setup, such as choosing an onboarding mode, connecting ERPNext, syncing or uploading a chart of accounts, uploading a first bank statement, or generating a first financial pack.
The overlay keeps onboarding inside the Command Center so you can finish setup without losing your place. For the full flow, see the Onboarding Wizard.
Where to go next
- ChatIQ — ask a client question, shape a request, and open the right workspace
- AI Features & Skills — what Kraal's AI can do and the guardrails around it
- Audit Center — the client-wide activity timeline
- Audit Trail & Activity Log — choosing the right review view