Quick Start

Get up and running with Kraal in four steps. This walkthrough covers onboarding your first client through to reconciling transactions.

Prerequisites

• A Kraal account at app.kraal.ai
• A client to onboard. Guided setup will ask whether you are using statement upload, optional Plaid bank feeds, QuickBooks migration, or e-commerce connections.

Step 1: Sign in

Go to app.kraal.ai and sign in with your credentials. You'll land on the dashboard showing your clients and recent activity.

Step 2: Create a client

1. Navigate to Settings > Clients.
2. Click New Client and fill in the client details.
3. Kraal automatically provisions a dedicated ERPNext instance for the client — no manual setup required.
4. Once provisioning completes, the client appears in your client list ready for use.

TIP

Provisioning takes a few moments. You'll see a status indicator while the client's ERPNext instance is being set up.

Step 3: Choose data intake

With your client created, choose how Kraal should receive financial activity:

Statement upload

1. Open the client's guided setup banking step or Transactions area.
2. Upload bank statements as PDF or CSV.
3. Kraal processes the file and prepares transactions for review.

Bank feeds (optional Plaid add-on)

1. Open the client's guided setup banking step.
2. Choose the optional Plaid connection path.
3. Follow the Plaid connection flow and select the accounts to link.
4. Bank transactions begin syncing automatically after the connection is active.

QuickBooks migration (optional)

If the client is migrating from QuickBooks Online:

1. Go to Integrations and click Connect QuickBooks.
2. Authorize the connection.
3. Run the sync to import accounts, customers, vendors, invoices, bills, and payments.
4. Kraal verifies connection health, first sync, and baseline data before marking the step ready.

E-commerce connections (optional)

For clients with online stores:

1. Go to Integrations and click Connect Shopify or Connect Amazon.
2. Follow the authorization flow to link the store.
3. Orders, products, and inventory data begin syncing automatically.

Step 4: Reconcile transactions

Once bank transactions are flowing in:

1. Go to the Reconcile view.
2. Select a bank account and date range.
3. Review the suggested matches — Kraal uses smart matching and AI to propose reconciliations.
4. Approve correct matches or adjust as needed.
5. Matched transactions link to payment entries or journal entries in ERPNext.

That's it — your client is onboarded, data is flowing, and you're ready for day-to-day accounting.

What's next?

Banking & Transactions

Deep dive into bank feeds, transaction review, and reconciliation.

Integrations

Learn about QuickBooks, Plaid, and ERPNext integrations.

Automated Close

Set up automated month-end close workflows for your clients.

Command Center

Launch AI skills, manage tasks, and monitor automated workflows.