Getting Started

Welcome to Kraal — the AI-powered accounting platform built for CPA firms and other accounting professionals who manage multiple clients. Kraal sits on top of ERPNext, giving each client a dedicated accounting instance while you manage everything from a single, modern interface.

What is Kraal?

Kraal is a web application at app.kraal.ai that streamlines accounting operations for firms managing multiple clients. Each client gets their own dedicated ERPNext instance, automatically provisioned when you onboard them. Kraal handles:

• Client onboarding — Create a client and Kraal provisions a fully configured ERPNext instance automatically.
• Bank feeds — Connect client bank accounts via Plaid for automatic, recurring transaction imports.
• Bank reconciliation — Smart matching algorithms plus AI-assisted reconciliation for ambiguous transactions.
• QuickBooks migration — Migrate clients from QuickBooks Online with automated syncing of accounts, customers, vendors, invoices, bills, and payments.
• Day-to-day accounting — Create invoices, bills, payments, and journal entries through a simplified interface while ERPNext handles double-entry accounting underneath.
• Command Center & AI — Manage AI tasks, launch skills, approve workflows, and monitor automated work from a central hub. See Command Center.
• Inventory management — Track items, stock levels, warehouses, purchase orders, and sales orders for clients with physical goods. See Inventory.
• E-commerce integrations — Connect Shopify and Amazon stores to sync orders, products, and inventory data.
• Automated close — Run month-end close with templated, dependency-gated checklists.
• Dispatch — Automated monitoring, alerts, and action routing for accounting events. See Dispatch.
• Reporting — P&L, balance sheet, cash flow, AR/AP aging, and general ledger reports with AI-powered explanations.

Core workflow

Here's the typical workflow when using Kraal for a client:

1. Onboard the client

Navigate to Settings > Clients and create a new client. Kraal automatically provisions a dedicated ERPNext instance for the client, complete with users and roles configured.

2. Connect data sources

Use the integrations UI to connect the client's external systems:

• Plaid — for live bank feeds
• QuickBooks — for migrating historical data or running both systems in parallel
• Shopify / Amazon — for e-commerce order and inventory data

3. Bank feeds and reconciliation

Bank transactions flow in automatically from connected accounts. Open the Reconcile view, select a bank account and date range, and review smart match suggestions. Approve matches to link transactions to payment entries or journal entries in ERPNext.

4. Day-to-day accounting

Work in Kraal's interface to create invoices, bills, payments, and journal entries. The simplified UX uses familiar accounting terminology while ERPNext handles the double-entry accounting underneath.

5. Command Center & AI

Use the Command Center to manage AI tasks, launch skills, and review automated work. Chat with the AI assistant from any view:

• "Sync my QuickBooks" — triggers a sync
• "Any sync errors?" — checks integration status
• "Help me reconcile the bank" — runs AI-assisted matching
• "Create an invoice for Acme Corp" — creates documents

See AI Features & Skills for the full list of AI capabilities.

6. Month-end close

Use the close engine to manage period close with templated checklists. Steps are dependency-gated — for example, trial balance review waits until all transactions are posted.

7. Reporting

Pull reports from ERPNext — P&L, balance sheet, cash flow, AR/AP aging, general ledger — with AI-powered explanations to help interpret the numbers.

Next steps

Quick Start

Step-by-step walkthrough of onboarding your first client.

Integrations

Connect QuickBooks, Plaid, and ERPNext.

Automated Close Setup

Configure close templates and run your first automated close period.

Command Center

Manage AI tasks, launch skills, and monitor automated workflows.

Inventory

Track items, stock, warehouses, and orders for clients with physical goods.