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Your First Week with Kraal
Welcome to Kraal — the AI-powered accounting workspace built for CPA firms. This training guide will help you get productive quickly by walking through the key areas of the platform.
What is Kraal?
Kraal is your firm's accounting operations hub. It monitors your client books, flags issues that need attention, and handles routine accounting checks so you can focus on higher-value work.
Three things to know before you start:
- Kraal watches your books — it continuously scans for aging exceptions, cash balance issues, close blockers, and data quality problems.
- You decide how much Kraal does on its own — per client. In Approval-first mode, nothing posts without your explicit approval. In Supervised mode (the default), Kraal can post low-risk routine entries within strict, adjustable guardrails — and everything it posts is logged and reversible. High-risk entries always wait for you. See Autonomy & Safety.
- You stay in control — Kraal surfaces what needs attention, and you set the autonomy level, approve what needs judgment, and can undo anything it posted.
Training Modules
| Module | Time | What You'll Learn |
|---|---|---|
| Daily Board | 5 min | Your morning starting point — see what needs attention across all clients |
| Kraal Assistant | 10 min | The assistant drawer that helps process board work safely |
| Work List | 5 min | The full grouped inventory of open work across your portfolio |
| ChatIQ | 5 min | Where you ask client questions, open workspaces, and review AI results |
| Daily Workflow | 5 min | Putting it all together — your recommended morning routine |
Quick Reference
The pages you'll use most
- Daily Board — Check this first every morning. It shows what needs judgment across all clients.
- Kraal assistant — Open this when you're ready to process items. It groups and prioritizes work for you.
- Work List — Use this to see the full backlog, grouped by what each item is waiting on.
- ChatIQ — Use this to ask specific accounting questions, generate reports, open workspaces, or continue AI conversations.
How open work is grouped
Everywhere work appears, items are grouped by what they need next, not by an abstract severity score:
| Group | What it needs |
|---|---|
| Needs approval | Your sign-off on work Kraal already prepared |
| Waiting on client | A document, answer, or approval from the client |
| Needs setup or source | A connection, permission, or configuration fix |
| Ready for Kraal | Your go-ahead for safe, bounded automation |
| Needs review | Your professional judgment before anything else happens |
See Work List for how to work each group.