Quick Start
Get up and running with Kraal in four steps. This walkthrough covers your first upload through to export.
Prerequisites
- A Kraal account at app.kraal.ai
- A bank statement file (PDF or CSV)
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: Upload a bank statement
- Click Transactions in the left navigation.
- Select the client you're working with.
- Click Upload Statement and choose your PDF or CSV file.
- Kraal extracts the transactions automatically.
TIP
PDF statements are parsed using AI extraction. For best results, use statements downloaded directly from the bank rather than scanned copies.
Step 3: Review transactions
After upload, you'll see the extracted transactions listed with:
- Date and description from the statement
- Suggested category based on vendor mapping
- Amount and running balance
Review each transaction:
- Approve if the category is correct.
- Re-categorize if Kraal's suggestion needs adjustment.
- Map the vendor to save the category for future transactions from the same payee.
INFO
Vendor mappings are saved per client. Once you map a vendor, all future transactions from that payee will be auto-categorized.
Step 4: Export
Once all transactions are reviewed and approved:
- Click Export at the top of the transaction list.
- Choose your format — CSV (QuickBooks) is the default.
- Download the file and import it into your accounting system.
That's it — you've completed your first upload-to-export cycle.