Kraal Workspace Guide

Workspace model

Kraal's workspace is designed around a continuous operating loop:

1. Select your client context.
2. Execute work (reconciliation, accounting, close tasks).
3. Review outputs and AI-generated artifacts.
4. Move to the next action or client.

Main user-facing sections

1) Daily Board and ChatIQ

Daily Board is your portfolio operating view. ChatIQ is your conversational workspace for questions, reports, and guided entry into accounting work.

• Review the client outcome strip, what Kraal handled, and the judgment queue on Daily Board.
• Ask client questions and generate grounded reports in ChatIQ.
• Open workspaces such as Process documents, Bank reconciliation, Account reconciliation, Monthly close, and Report packs.
• Monitor task progress — queued, running, completed, or failed.
• View task detail timelines and artifacts.
• Track all AI activity across clients.

Practical usage pattern

• Begin on Daily Board to decide what needs attention.
• Select the right client and entity before asking ChatIQ for client-specific work.
• Keep task detail open for long-running operations.
• Review artifacts to validate outputs without leaving context.

2) Banking

The Banking view shows bank transactions imported from connected accounts:

• View transactions pulled in via Plaid bank feeds.
• See transaction dates, descriptions, amounts, and sync status.
• Transactions sync automatically on a recurring schedule.
• Upload bank statements manually (PDF or CSV) when needed.

3) Reconcile bank activity

The Reconcile view is where bank transactions are matched to accounting entries:

• Select a bank account and date range.
• Review smart match suggestions (based on amounts, references, and dates).
• See AI-assisted suggestions for ambiguous matches.
• Auto-rules handle common patterns like bank fees and interest.
• Approve matches to link transactions to payment entries or journal entries in ERPNext.

4) Reconciliation Hub

The Reconciliation Hub is the period-end control view for configured balance-sheet subjects:

• Review ledger balances, supporting balances, reconciling items, and unexplained differences.
• Confirm that every material subject is reconciled, manually certified, or explicitly unresolved.
• Resolve evidence, timing-item, client-input, and review blockers.
• Record preparer and reviewer signoffs when your role allows it.

See Account Reconciliation for the full workflow.

5) Accounting views

Kraal provides dedicated views for day-to-day accounting:

• Invoices — create and manage sales invoices.
• Bills — create and manage purchase invoices / bills.
• Payments — record payment entries.
• Journal entries — create manual journal entries for adjustments.

All documents are stored in the client's ERPNext instance. Kraal provides a simplified interface with familiar accounting terminology.

6) Close dashboard

The close dashboard manages month-end (or period-end) close workflows:

• View active and historical close periods.
• Track progress through templated close checklists.
• Steps are dependency-gated — downstream steps wait for prerequisites.
• Generate close packs and summary reports.

7) Reports

Generate and view financial reports pulled from ERPNext:

• Profit & Loss (P&L)
• Balance sheet
• Cash flow statement
• AR/AP aging
• General ledger

Reports include AI-powered explanations to help interpret the numbers.

8) Settings and integrations

Settings is organized into these sections:

• General — organization-wide preferences.
• Clients — create and manage client records.
• Accounting Structure — manage the chart of accounts structure used across clients.
• Documents — organization document management.
• Close Templates — configure reusable close workflow templates.
• Backend Status — review the health of connected accounting backends.
• External Access — control external user access.

Two related areas live outside Settings:

• Integrations (Plaid, QuickBooks, e-commerce connections) are managed in the Accounting workspace under Accounting > Integrations.
• Billing is handled by administrators in the admin-only Billing Dashboard.

Workflow hygiene standards

For healthy operations:

• Assign one clear owner per meaningful work item.
• Keep status transitions current.
• Do not mark work complete without output review.
• Use naming conventions for period and client traceability.

Navigation tips

• Keep one browser tab for Daily Board triage across clients.
• Open secondary tabs for deep execution areas (Bank Reconciliation, Reconciliation Hub, Close) as needed.
• Return to Daily Board or Work List after each major completion to maintain queue discipline.

Accessibility and usability tips

• Use keyboard shortcuts where available for grid and task productivity.
• Use concise, unambiguous instructions when working with the AI assistant.
• Standardize team terminology for repeatable outcomes.