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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. Max does the routine work within the rules your firm sets. Assisted waits for a person before it posts or contacts anyone. Pause stops all new automatic work. See How Kraal earns autonomy and Autonomy & Safety.
- You stay in control — Kraal surfaces what needs attention, you set the dial per client, approve what needs judgment, and can undo anything it posted.
Training Modules
| Module | Time | What You'll Learn |
|---|---|---|
| Your first hour | 10 min | Portfolio, Home, Inbox, Close, Books, and the firm doors |
| Ask Kraal | 10 min | The panel beside the page: answers, charts, and drafts that wait in the Inbox |
| Inbox | 5 min | Needs you, Waiting on client, and Done |
| Daily Workflow | 5 min | Putting it all together — your recommended morning routine |
Quick Reference
The pages you'll use most
- Portfolio and Home — Start here. Portfolio shows which clients need the firm. Home shows what the open client needs. See Your first hour.
- Ask Kraal — The panel beside the page. It answers first. A draft it prepares waits in the Inbox.
- Inbox — The firm's mail. Needs you splits into Signatures and Reviews. Waiting on client is its own tab.
- Reports — Open Books, then Reports, and press Run report. Ask Kraal can explain the page you are on.
How open work is grouped
Everywhere work appears, items are grouped by what they need next, not by an abstract severity score:
| Tab | What it needs |
|---|---|
| Needs you → Signatures | A signature, including a period lock |
| Needs you → Reviews | A person's judgment |
| Waiting on client | Something from the client |
| Done | What you addressed in this sitting |
See Inbox.