Using Kraal Scenarios

This section is for new firm users who know the accounting work they need to do, but are still learning where that work lives in Kraal. Each scenario starts from a real operating situation and links to the deeper docs when you need detail.

Use these scenarios as training checklists during the first few client rollouts. They are intentionally practical: start on a page, confirm scope, make the next accounting decision, and know what good looks like before moving on.

Recommended first-week path

1. Add a client and make them close-ready
2. Grant day-one authority from the client's own books, right after their history imports
3. Connect bank intake with Plaid or statement upload
4. Connect QuickBooks for migration or parallel work, if the client is coming from QBO
5. Run the daily firm rhythm
6. Process documents and approve work
7. Run month-end close
8. Ask Kraal for reports and analysis
9. Let Kraal run the routine and review by exception, once you trust the daily rhythm
10. Prepare portable client records, before a formal handoff or as a continuity exercise

Scenario library

Add a Client and Make Them Close-Ready

Create a client, confirm entity scope, choose intake, and verify the client is ready for normal close work.

Daily Rhythm for a CPA Firm

Use Portfolio, Home, the Inbox, and Ask Kraal to run the day across clients.

Connect Bank Intake

Choose between Plaid bank feeds and statement upload, then verify bank work reaches review and reconciliation.

Connect QuickBooks

Use QBO connection health, migration proof, exception repair, and parallel-run checks before relying on migrated data.

Process Documents

Upload client documents, monitor extraction, resolve mapping issues, and approve or archive prepared work.

Run Month-End Close

Follow close sequence, clear blockers, generate the draft package, review evidence, and lock the period.

Reports and Ask Kraal

Run standard reports, ask for analysis, review generated artifacts, and know when to tie out a one-off answer.

Inventory Client Setup

Set up stock items, warehouses, industry profile, batch/expiry controls, and inventory close signals.

Day One with a New Client

Grant Kraal safe authority from the client's own imported history so proven routine vendors post automatically from week one.

Let Kraal Run the Routine

Move a client to review by exception: let Kraal auto-post low-risk routine work, keep money and sends human-approved, and steer trust on Autonomy & Trust.

Prepare Portable Client Records

Build a complete client set, check every entity and exception, verify the archive, and hand it off securely.

How to use a scenario

• Start from the App path at the top of the page.
• Keep the selected client and entity visible before taking action.
• Use Portfolio and Home for what needs attention today.
• Use the Inbox for the firm's mail.
• Use Explain page (top-right of a workspace page) when you need a read-only, page-specific briefing — it opens the Kraal panel's Ask tab with what's on the page and what needs you, and takes follow-up questions in place.
• Use Work with Kraal when you want Kraal to drive the workflow and hand you the decisions.
• Use the linked reference docs when you need field-level detail or troubleshooting.

Boundaries to remember

Kraal can prepare, validate, retry, group, and explain work. Posting, contact outside the firm, and accounting judgment need the rules or a person. See How Kraal earns autonomy.

When a scenario says "let Kraal run," it means the item is already classified as safe, bounded, and audit-tracked by Kraal. When a scenario says "review," a person still needs to decide.