What's New

Highlights of recent documentation updates, newest first, with links to the refreshed pages.

October 2026

Autonomy

• How Kraal earns autonomy: routine work within your firm's rules, Max and Assisted, Pause, and a receipt on every action.
• Autonomy & Safety now describes Max, Assisted, and Pause. Minimal, Controlled, and the old listed limits are gone from that page.
• The glossary, onboarding, and the review-by-exception scenario now use the same Max, Assisted, and Pause words, and link to How Kraal earns autonomy and Autonomy & Safety.

September 2026

Firm doors

• Team & Roles is the roster. Receipts is the audit trail. Billing is under Firm Settings.

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). Home's Upload statements accepts PDF, CSV, OFX, QFX, XLS, and XLSX. Bank accounts are under Books → More → Banking.

Close

• Close is the period in flight. The financial package is a tab there, and not a Books row. The Reconciliation Hub is under Close. The lock is signed in the Inbox. A completed close is not locked yet.

Home and Inbox

• Inbox is the firm's mail: Needs you (Signatures and Reviews), Waiting on client, and Done. Your daily workflow and Daily rhythm start from Portfolio and Home.

Ask Kraal

• The assistant pages now start at Ask Kraal. Older assistant links redirect there.

Where you start

• Getting Started, Quick Start, and Workspace & Navigation now follow the left menu: Portfolio, Inbox, Home, Close, Books, and the firm doors. The old morning-start page redirects to Your first hour.

Your first hour

• Your first hour in Kraal: Portfolio, a client, Home, Inbox, Close, Books, and the firm doors, in the order you meet them.

Charts

• Certified and derived charts: a certified chart copies the report's own cells. A derived chart computed a figure and says so. Both terms are in the glossary.

Work List, read like mail

• Work List: each open item is one line. Click it to read the evidence and take the action that row names. Finished items leave Open and stay under Done.
• Process Documents and Approve Work: a setup or source blocker is fixed on its own page. Any other Needs review row uses the action the row names.
• Autonomy & Safety: a drafted client request is approved from the open Work List item, not from buttons on the list line.

Work List and bulk lock

• Work List: the open list has three groups, Needs your signature, Needs review, and Waiting on the client. A period lock is signed under Needs your signature.
• Close Overview: Lock passing previews which periods look ready to lock. It does not lock them.
• Glossary: Guided Accounting Setup is the check you open when posting is held. It is not the old name of Setup & configuration.

Close, the general ledger, and setup

• General Ledger: new page for opening entries, cancelled entries, and what the report says when an account filter cannot be applied. Also linked from Getting Started and Finance Workflows.
• Autonomy & Safety: on one period, Lock the books for this period sends a request. The close screen says it goes to your named approver, and it is not signed from Dispatch on the phone. A waiting item is approved in the Inbox. The bulk Lock passing control is unchanged.
• Day 5 of the close walkthrough and Period Closing Voucher: submitting the voucher does not lock the period.
• Report Banners and The Close Sheet: the single-period lock step sends that request. Clicking does not lock the period.
• Dispatch and Using Dispatch on Your Phone: a period lock is not signed in Dispatch.
• Setup & Configuration: the job-list checks stay on that page. When posting is held, open the page headed Guided Accounting Setup.

Budgets and spending controls

• Budgets & Spending Controls: new guide to the accounting Budget page, covering what a budget controls, reading the list, creating a budget, Save versus Submit, and viewing variance.
• Finance Workflows: Budget Variance added to the reports list, and the Budget vs. Actual entry now says what it compares and when an activated plan counts in it.
• Budgets: Tracking variance now says the same, and points at the new page for the budgets that gate spending.
• Glossary: Budget (spending control), Budget plan, Budget Variance, and Budget vs. Actual defined.

August 2026

Autonomy and approvals

• The August writeup of approval profiles was replaced. Current words are Max, Assisted, and Pause. See the October notes above.

Client setup and settings navigation

• The Client Hub — each client's settings page is now a short hub: who the client is, what needs attention, one card per area, details editable in place, and offboarding at the bottom. The clients directory is paginated, and each row shows connection status from the last recorded check.
• Setup & Configuration — Guided Setup's new name, and the single place for every setup job on a client. Revisit it any time, not just at first run; it is also where you choose who owns setup. Old links still work.
• New client pages documented across the guides: Client portal & delivery, What Kraal may do on its own, the client's own Documents library, and Accounting structure.
• Workspace Guide and Getting Started — refreshed firm Settings navigation, including the new COA templates library and the Connections page for firm-level integrations.

Support

• Support — how to contact Kraal, what to include so staff can find the incident, and what happens after you write in. Help Center search now includes this page.
• Troubleshooting — support calls now go to Contact Support.
• FAQ & Troubleshooting — same support destination from readiness and ERPNext setup issues.
• Client & Organization Offboarding — wrong-scope freeze and blocked-export cases now link to support.
• Accounting Continuity & Data Portability — failed or blocked package cases now link to support.
• Report Banners & Status Messages — locked-period reopen and unmatched-banner help now link to support.
• The Close Sheet — locked-period reopen now links to support.
• Close Corrections — locked-period correction now links to support.
• Month-End Close — delivered-month correction reopen now links to support.
• Reverse a Session — locked-period rewind now links to support.

New pages

• Command Center — the AI task console: quick actions, the task feed and its statuses, task detail, approvals, workflows, and the client onboarding overlay.
• Glossary — canonical definitions for the terms used across Kraal and these docs.
• This What's New page.

Naming and navigation

• Profile is now two sidebar entries. My Account is for everyone: your own details, assistant language, security status, and the clients and teams you are on. Team & Access is the organization console for Owners and Administrators — roster, invitations, roles, and per-person access — reachable from the sidebar or from the Organization admin card in My Account. Old links still work and take admins to Team & Access. See Team, Roles & Permissions.
• The assistant is now called ChatIQ everywhere in these docs — one spelling, one page.
• ChatIQ moved to its own address. It previously lived at the Command Center URL, which now hosts the Command Center page. The ChatIQ training page moved for the same reason; the old links redirect.

Getting started

• Getting Started now introduces the sample workspace — where enabled for your organization, explore Kraal on synthetic data before touching real books.

Automated close

• Errors & Risk Review now documents where to find it in the app: the per-period review page from the checklist step, and Close overview from the workspace sidebar.
• Kraal Sweeps documents the between-close detection passes that surface accrual candidates and risk findings before the month-end checklist.

ChatIQ & AI

• Ask Kraal to open a page — ask for the page you want and Kraal takes you there, keeping you in the same client. The same section covers working in one client at a time and asking across your portfolio when no client is selected.
• How Kraal uses AI models — public summary of third-party model use with firm and client data; for a security review or client questionnaire, email hello@kraal.ai.
• The Training Guide was rewritten for the current app: Daily Board, Work List, Kraal Assistant, ChatIQ, and Daily Workflow.
• ChatIQ workspace reflects the current quick picks, client-context controls, and the split between ChatIQ and the Command Center.
• AI Features & Skills and Autonomy & Safety document what Kraal does on its own. Current words are Max, Assisted, and Pause. See the October notes above.

Transactions & accounting

• Where Your Documents Go and What Gets Created in ERPNext document source routing and the ERPNext contract.
• Upload & Review covers multi-entity upload rules and the current Transaction Processor statuses.
• Budgets was rewritten around the Finance Budget page.

Workspace & integrations

• External Client Portal updated for the mobile-first checklist redesign.
• QuickBooks Parallel Work updated with current readiness vocabulary and identity & numbering rules.
• Keyboard Shortcuts verified against the current app.

Older changes predate this page.