Quick Start

Four steps from a new account to a client you can work. The longer tour is Your first hour in Kraal.

Prerequisites

• A Kraal account at app.kraal.ai. Kraal is currently in early access — request access at kraal.ai and we'll set up your workspace.
• A client to add.

Step 1: Sign in

Go to app.kraal.ai and sign in. You land on Portfolio, the list of clients that need the firm.

Step 2: Add a client

1. On Portfolio, use Add client.
2. Kraal sets up that client's books.
3. Click the client's name to open Home.

Step 3: Bring data in

• Files. Open the client, then Books → Upload & process. It accepts PDF, CSV, XLS, XLSX, OFX, QFX, TXT, and images (PNG, JPG, WEBP, and TIFF). You review what was extracted before anything is posted. Home's Upload statements accepts PDF, CSV, OFX, QFX, XLS, and XLSX.
• Bank accounts. They live under Books → More → Banking.
• Other systems, including QuickBooks. Open Books → Connections. See Integrations.

Step 4: Reconcile

Open Books → Bank reconciliation, pick the account, and review the matches Kraal suggests. The period's balance-sheet coverage is the Reconciliation Hub, under Close. See Bank reconciliation and Reconciliation Hub.

What's next?

Your first hour

What each door answers, and where Ask Kraal fits.

Using Kraal Scenarios

Checklists for onboarding, daily work, documents, reports, and close.

Integrations

Connections for QuickBooks and the firm's other systems.

Close

Work the period, the package, and the Reconciliation Hub.