Getting Started

Welcome to Kraal, the accounting workspace for firms that manage many clients. Each client has a dedicated set of books. You work them from one app at app.kraal.ai.

The first hour, door by door, is Your first hour in Kraal.

Try the sample workspace first

Where enabled for your organization, you can explore Kraal on synthetic data before touching real books: click the flask icon in the workspace header (Explore sample workspace), or take the offer at the end of the welcome tour. The sample is a fully isolated space — a sample firm with three synthetic client files (or a sample company with three entities, matching your organization type) — and every screen states that nothing in your organization is read, changed, or contacted while you are there. Use the header controls to reset the sample or exit back to your real workspace at any time.

What you can do here

• See the firm — Portfolio shows which clients need you. Inbox is the firm's mail, across every client.
• Open a client — Home shows what that client needs and four money tiles: Cash, AR overdue, AP overdue, and Ran auto today. The overdue tiles are aging, as of today.
• Finish a period — Close is the period in flight, including the financial package and the Reconciliation Hub.
• Do the books — Books is the ledger, journal entries, invoices, bills, payments, bank reconciliation, reports, and the chart of accounts. Upload & process is where files come in. Reports stay quiet until you press Run report.
• Run the firm — Team & Roles, Firm Settings, and Receipts.

A normal day

1. Open Portfolio and click a client's name. That opens the client's Home. Fix backlog goes to that client's overdue close.
2. On Home, open what needs you, or the tile that is off.
3. Use Inbox for signatures, reviews, and anything waiting on the client. A draft from Ask Kraal waits here. Nothing posts from the chat.
4. Use Close when the job is the period. The lock is signed in the Inbox. Ask Kraal does not lock a period.
5. Use Books for the entry, the bill, the report, or the file. Bank accounts are under More → Banking. Other integrations are on Connections.

Ask Kraal sits beside the page. It answers first, names the page, and can take you there when you say "take me to…".

Add a client

On Portfolio, use Add client. Kraal sets up that client's books. You then open the client's Home.

To choose how data arrives, use Upload & process for files (PDF, CSV, XLS, XLSX, OFX, QFX, TXT, and images: PNG, JPG, WEBP, and TIFF). Upload statements on Home accepts PDF, CSV, OFX, QFX, XLS, and XLSX. Bank accounts are under More → Banking. QuickBooks and the firm's other connections are under Connections. See Integrations.

Next steps

Your first hour

Portfolio, Home, Inbox, Close, Books, and the firm doors.

Quick Start

Sign in, add a client, and bring the first files in.

Integrations

Connections for QuickBooks and the firm's other systems.

Close

The period in flight, the package, and the Reconciliation Hub.

Certified and derived charts

How to read a chart Ask Kraal draws.