Appearance
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.
- Kraal never changes your books without permission — any action that posts journal entries or modifies accounting records requires your explicit approval.
- You stay in control — Kraal surfaces what needs attention and recommends actions, but you decide what gets done.
Training Modules
| Module | Time | What You'll Learn |
|---|---|---|
| Overwatch Dashboard | 5 min | Your morning starting point — see what needs attention across all clients |
| Kraven Assistant | 10 min | Your AI assistant that helps process work items safely |
| Work Queue | 5 min | The full prioritized list of exceptions and tasks across your portfolio |
| Command Center | 5 min | Where you launch accounting workflows and manage client work |
| Daily Workflow | 5 min | Putting it all together — your recommended morning routine |
Quick Reference
The pages you'll use most
- Overwatch — Check this first every morning. It shows what needs judgment across all clients.
- Kraven — Open this when you're ready to process items. It groups and prioritizes work for you.
- Work Queue — Use this to see the full backlog with urgency levels and evidence.
- Command Center — Use this to launch specific accounting tasks like journal entries, bank reconciliation, or financial reports.
Understanding severity levels
| Level | What It Means | Action Needed |
|---|---|---|
| High | Urgent issue — close blockers, negative cash, or system errors | Review immediately |
| Review | Requires your professional judgment before Kraal can proceed | Approve or reject |
| Medium | Important but not urgent — aging exceptions, data quality issues | Review when available |
Understanding item statuses
| Status | What It Means |
|---|---|
| In Progress | Kraal is actively monitoring or processing this item |
| Blocked | This item is waiting on your input, a missing setup step, or client action |
| Open | This item has been identified but processing hasn't started |
| Completed | This item has been resolved |