Getting Started
Welcome to Kraal — the accounting automation platform built for firms that manage multiple clients. Kraal helps you import bank data, categorize transactions with AI, and run automated month-end close workflows.
What is Kraal?
Kraal is a web application at app.kraal.ai that streamlines the accounting workflow for bookkeeping firms and in-house accounting teams. It handles three core areas:
- Transaction processing — Upload bank statements, let AI categorize them, review and approve.
- Automated close — Configure close templates per client, run close periods with automated steps, and generate close packs.
- Integrations — Connect to ERPNext and other accounting systems to sync data and post entries.
Core workflow
Here's the typical workflow when using Kraal:
1. Set up your client
Navigate to Settings > Clients and create a client record. Configure their chart of accounts — either apply a standard template, build one with AI, or sync from ERPNext.
2. Upload bank statements
Go to Transactions and upload a bank statement in PDF or CSV format. Kraal extracts the transactions and presents them for review.
3. Review and categorize
Review the extracted transactions. Kraal suggests categories based on vendor mapping and AI classification. Confirm or adjust the mappings, then approve.
4. Export or run close
Export finalized transactions to CSV for import into QuickBooks, Xero, or other tools. Or, if you've configured automated close, kick off a close period to run the full month-end workflow.