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 exposing any internal systems.
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.
Use the review queue
Review, adjust, approve, or reject the bookkeeping work LeedBooks prepared for you.
Understand AI skills
See how focused AI skills help LeedBooks inspect the books, prepare work, and propose next steps.
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.