Workspace & Client Overview

The Workspace is your client-centric home base in Kraal. It gives you an at-a-glance view of each client's accounting health, surfaces the most important next steps, and provides quick navigation to every feature you need.

It also supports lightweight client collaboration through the External Client Portal. Firm users can request documents, answers, or approvals from a client without moving the client into the firm's internal workspace.

Client Overview

When you select a client, the Client Overview dashboard shows you everything you need to know at a glance:

• Recent Activity — the latest transactions, tasks completed, and changes made
• Accounting Status — where things stand across key areas like bank reconciliation, invoicing, and period close
• Key Metrics — outstanding items count, reconciliation progress percentage, and close status indicators

Each metric is displayed as a card. The cards use color-coded status indicators so you can quickly spot clients that need attention versus those that are on track.

Next Actions

Below the overview, Kraal presents a prioritized list of recommended next steps for the selected client. These suggestions are generated by the AI based on the client's current state. Examples include:

• "Reconcile February bank statement" — when unreconciled transactions are detected
• "Review 3 pending journal entries" — when entries are awaiting approval
• "Start March close" — when the previous period is complete and the next is ready
• "Connect missing bank feed" — when a data source needs attention

Next Actions update automatically as you complete work, so your list always reflects what is most important right now.

Client Requests

Use Request from Client when work is blocked by a missing document, client answer, or client approval. The request appears in the workspace for the firm and in the external portal for the client.

Client requests are useful for:

• Bank statements and supporting documents
• Short accounting clarifications
• Client review and approval items

For a complete walkthrough, see External Client Portal.

QuickBooks parallel view

For QuickBooks-connected clients, Workspace Home is also where you judge whether the client is operating cleanly in parallel.

Use the QuickBooks summary there to see:

• current readiness
• recent mirrored QuickBooks work
• open repairs
• stale failures

If the workspace says the client needs cleanup, open the QuickBooks integration detail before increasing reliance on parallel posting. For the full workflow, see QuickBooks Parallel Work.

Accounting Workspace Overview

The Accounting Workspace Overview provides a unified view of accounting status across all major areas for a client:

• Banking — bank feed connection status, unreconciled transaction count, last sync time
• Invoices — outstanding invoices, overdue amounts, recently created entries
• Reconciliation — progress by account, variance flags, last completed reconciliation date
• Close Progress — checklist completion for the current period, blocking items, target close date

This single view eliminates the need to check each area separately.

Navigating from the Overview

The Workspace is designed for fast navigation. Click any metric card or status indicator to jump directly to the relevant section:

• Click the reconciliation progress card to open the Reconciliation view for that account
• Click outstanding invoices to see the full invoice list
• Click close progress to open the Close Checklist

You can also open the Audit Center from the client workspace to review a client-wide timeline of approvals, task outcomes, execution receipts, and connected-system activity.

You can also start the structured Offboarding Center workflow from the client workspace or from client settings when a client departure needs to be handled in a controlled, export-first way.

Every element in the overview is a doorway to deeper detail.

Adapting to Client Type

The Workspace automatically adjusts based on the client's connected accounting backend:

• ERPNext clients — shows full accounting workspace with inventory, invoicing, journal entries, and close management
• QuickBooks clients — displays synced data from QuickBooks alongside Kraal's reconciliation and review tools
• Banking and card connections — may add bank-feed and transaction review tools when your firm chooses to connect them

Kraal is designed for clients with a connected accounting system. Banking-only activity can support transaction review, but it does not replace the accounting backend required for a complete client setup.

Sections that do not apply to a client's setup are hidden, keeping the interface clean and relevant. As you connect additional data sources or change the client's configuration, the Workspace updates to reflect the new capabilities.

Audit and review flow

The Workspace is not only for execution. It also supports review and operational traceability:

• Use Command Center for active task work and approvals.
• Use Audit Center for a broader timeline across tasks, workflow actions, execution outcomes, and connected accounting events.
• Use the firm-wide audit view when you need a portfolio-level review of recent activity across the clients you are allowed to access.
• Use Offboarding Center when a client or the full organization is leaving and you need a staged handoff, revocation, and retention flow.
• Return to the client overview when you want the next recommended action after review.

Getting Started

Select any client from your client list to open their Workspace. If you are new to Kraal, the onboarding wizard will guide you through setting up your first client so the Workspace has data to display.