Learn how to use your AI bookkeeping employee.
These guides explain LeedBooks from the user side: how to connect accounts, review AI work, approve changes, use skills, and keep clean books without technical implementation details.
Getting started with LeedBooks
Learn what LeedBooks does, how the AI approval flow works, and what to do first after creating an account.
Connect bank accounts
Learn which business accounts to connect first and what happens after transactions start syncing.
Set up your account
Learn the first setup choices that help LeedBooks understand your business and prepare useful bookkeeping work.
Use the dashboard
Understand cash, monthly trends, review status, bank gaps, account balances, and recent activity.
Use the ledger
Search, filter, inspect, and export posted transaction activity.
Use the review queue
Review, adjust, approve, or reject the bookkeeping work LeedBooks prepared for you.
Approve or reject AI tasks
Understand how AI-prepared tasks should be reviewed before changes are committed to the books.
Understand AI skills
See how focused AI skills help LeedBooks inspect the books, prepare work, and propose next steps.
17 individual AI skill guides
Open the per-skill docs for plan access, use cases, approval behavior, and related workflows.
Use rules and aliases
Understand when to use rules, when to use aliases, and how to keep automation clean.
Approve work from Telegram
Use Telegram for quick bookkeeping approvals without living inside the dashboard.
Use email approvals
Use email for slower approvals, summaries, and reminders that should not become chat noise.
Understand reports
Learn what the main reports show and how to use them for month-end review.
Manage payees
Understand vendors, contractors, employees, payment rails, and W-9 status in one place.
Manage categories
Learn how categories affect reports, transaction review, and AI suggestions.
Understand transfer detection
Learn how LeedBooks separates internal money movement from income or expenses.
Prepare month-end close
Use LeedBooks to check review status, cleanup items, reports, and approval gaps before closing a month.
Prepare 1099 readiness
Track contractor payments, W-9 details, filing readiness, and review tasks throughout the year.
Understand billing and plans
Learn how plans, trials, plan changes, invoices, and AI skill access fit together.
Use referrals
Learn how referral links work and where to find your referral information in settings.
Security and read-only bank access
Understand what read-only bank access means, what LeedBooks can see, and how approvals protect your books.
Fix common issues
Start here when bank syncs, Telegram alerts, categories, transfers, or billing access look wrong.
Fix bank sync issues
Check account freshness, reconciliation gaps, ledger activity, and CSV fallback options.
Fix Telegram alert issues
Understand delivery windows, timezone settings, daily limits, and Telegram setup checks.
Fix a wrong category
Correct a one-off category mistake or teach LeedBooks a better recurring pattern.
Fix a transfer mismatch
Handle transfers that appear as deposits, income, expenses, or missing other-side matches.
Fix billing and signup issues
Understand checkout completion, workspace activation, company name, and blocked access.