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:

• Daily Board — the client outcome strip, what Kraal handled on its own, and the queue of decisions that need you.
• ChatIQ — ask client questions, open workspaces, view AI results, and continue conversations.
• 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, accounting structure, documents, close templates, backend status, and external access. Integrations are managed under Accounting > Integrations, and billing lives in the admin-only Billing Dashboard.

3) Start-of-day workflow (recommended)

1. Open Daily Board and review portfolio priorities.
2. Select a client or entity when you need scoped work.
3. Use ChatIQ for client questions, report generation, or workspace entry.
4. Review any new bank transactions or uploaded documents in the Transactions area.
5. Triage reconciliation items — approve matches or resolve exceptions.
6. Handle day-to-day accounting tasks (invoices, bills, payments).
7. 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 Daily Board and ChatIQ.
• [ ] 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.