Transactions

Kraal's transaction workflow handles importing bank statement data, AI-powered categorization, manual review, and export to your accounting system.

How it works

1. Upload a bank statement (PDF or CSV) for a client.
2. Kraal extracts individual transactions — dates, descriptions, amounts.
3. AI categorizes each transaction using vendor mapping and classification models.
4. You review the results, adjusting categories where needed and mapping new vendors.
5. Export the finalized data to CSV or post directly to your accounting system.

Guides

Upload & Review

Import bank statements, review extracted transactions, and map vendors to your chart of accounts.

Exports

Export finalized transactions to CSV for QuickBooks, Xero, and other accounting systems.