Upload & process

Files come in through Books → Upload & process. That screen accepts PDF, CSV, XLS, XLSX, OFX, QFX, TXT, and images (PNG, JPG, WEBP, and TIFF). You review what was extracted before anything is posted. Home's Upload statements button is a different screen. It accepts PDF, CSV, OFX, QFX, XLS, and XLSX.

Bank accounts are under Books → More → Banking. Other integrations are on Connections.

How it works

1. Upload — Statements, bills, invoices, receipts, and support files.
2. Extract — Kraal detects the document type and pulls out the rows.
3. Review — Confirm the client, the entity, the vendor or customer, the dates, the amounts, and the accounts.
4. Reconcile or post — Approved work goes into the books under your firm's review rules.

Upload & process

This is the Books row for uploaded documents. It lets you:

• upload multiple document types together
• confirm client and entity scope before processing
• review extraction status by file
• resolve failed or incomplete files instead of losing them
• send ready items into the correct accounting workflow

For a walkthrough, see Upload & Review.

Not everything you upload becomes a review session — statements, evidence, and reference documents each have their own lane. See Where Your Documents Go for what lands where and why an upload sometimes stops to ask you a question.

Everything Kraal posts becomes a real ERPNext document — a Purchase Invoice, a Sales Invoice, a Payment Entry — not an entry in a Kraal ledger. See What Gets Created in ERPNext for the mapping.

Review Sessions

When processing transactions, Kraal organizes work into review sessions:

• A session groups related transactions or documents for batch review.
• Sessions track progress: how many items are extracted, reviewed, approved, and posted.
• You can pause and resume a session at any time.

Auto-Posted Entries

On Max, Kraal posts routine work within the rules your firm sets. On Assisted, a person approves before Kraal posts or contacts anyone. Pause stops all new automatic work. What Kraal posted can be reviewed and undone.

Set Max, Assisted, and Pause on the client's What Kraal may do on its own page, reached from the client hub.

➡️ See How Kraal earns autonomy and Autonomy & Safety.

Guides

Upload & Review

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

Reverse a Posted Session

Rewind a session that was posted to the wrong entity or account — Kraal walks every ERPNext document and reverses each with the right mechanism.

Bank Reconciliation

Match bank transactions to GL entries with AI-assisted and manual matching.

Exports

Export finalized transactions or post directly to ERPNext.

Integrations

Use statement upload or optional Plaid for banking intake, QuickBooks for migration, and Shopify/Amazon for e-commerce.