Getting Started with Kraal

1) Account access

Sign-in paths

Kraal supports standard sign-in at app.kraal.ai, invitation-based onboarding for team members, and account verification flows.

Recommended first-time setup

After first sign-in:

1. Confirm your profile and security settings.
2. Verify your organization and role context.
3. Confirm which clients you have access to.

2) Know your primary work areas

A typical authenticated user will interact with:

• Command Center — launch and monitor AI-assisted tasks, view task timelines and artifacts.
• Banking — view bank transactions imported via Plaid, review incoming data.
• Reconcile — match bank transactions to accounting entries using smart matching and AI assistance.
• Accounting views — create and manage invoices, bills, payments, and journal entries.
• Close dashboard — run and track month-end close workflows.
• Reports — P&L, balance sheet, cash flow, AR/AP aging, and general ledger.
• Settings — manage clients, integrations, templates, team access, and billing.

3) Start-of-day workflow (recommended)

1. Open your workspace and select a client.
2. Check the Command Center for active tasks and statuses.
3. Review any new bank transactions in the Banking view.
4. Triage reconciliation items — approve matches or resolve exceptions.
5. Handle day-to-day accounting tasks (invoices, bills, payments).
6. Review AI-generated outputs before sign-off.

4) Onboarding a new client

When adding a new client to Kraal:

1. Create the client in Settings > Clients — Kraal provisions a dedicated ERPNext instance automatically.
2. Connect bank accounts via Plaid for live bank feeds.
3. Connect QuickBooks (if migrating) to sync historical data.
4. Set up the chart of accounts — apply a template, build with AI, or sync from ERPNext.
5. Run first sync — bank transactions and/or QuickBooks data begin flowing in.
6. Configure close template — set up the month-end close workflow for this client.

5) Collaboration best practices

• Keep task titles explicit and period-aware (e.g., "Acme Corp — March 2026 bank rec").
• Use structured prompts when working with the AI assistant.
• Review event logs and artifacts before marking work complete.
• Escalate unresolved blockers early.

6) Definition of done (per task)

A finance or AI-assisted task is typically "done" when:

• Status indicates completion.
• Relevant output or artifact is available for review.
• Assignee or reviewer has validated the result.
• Follow-up actions have been captured.

7) New team member checklist

Use this checklist for onboarding new team members:

• [ ] Can sign in successfully.
• [ ] Can access the firm's organization.
• [ ] Can access assigned clients.
• [ ] Can view the Command Center and launch tasks.
• [ ] Can access the Banking and Reconcile views.
• [ ] Can create a basic accounting document (invoice, bill, or payment).
• [ ] Understands the AI assistant and how to use it.
• [ ] Knows the escalation path for issues.