Set up your account
The first setup choices help LeedBooks understand the business, prepare useful work, and avoid asking the wrong questions later.
Before you start
LeedBooks works best when the account starts with clean business context.
You do not need to become an accountant before using it. You do need to connect the right business accounts, confirm the business name, and decide how you want approvals to happen.
The AI bookkeeping employee can do better work when it knows what business it is reviewing, which accounts belong to that business, and where to send approval questions.
Use the business name customers, banks, and tax records already recognize.
Start with the main business checking account and business cards.
Let the AI prepare work, then approve only what looks right.
Business details
Use the legal or operating name that makes sense for the books. This helps support, reports, billing, and future onboarding stay clear.
If you operate more than one business, keep each business separate unless you are intentionally setting up consolidated reporting on a plan that supports it.
Basic details to confirm:
- Business name
- Main owner or admin
- Primary email
- Bookkeeping start point
- Approval preference
- Whether contractor or 1099 tracking matters
Connect the right accounts
Start with the bank and card accounts that belong to the business.
Most businesses should begin with:
- Main business checking
- Business savings
- Business credit cards
- Payment accounts used for business activity
Do not connect every account just because it exists. Connect accounts that belong in the books.
Approval channels
LeedBooks can use the dashboard, Telegram, and email to ask for decisions.
Use the dashboard for deeper review. Use Telegram for fast approvals. Use email for slower summaries or reminders.
You can keep it simple at first. The dashboard alone is enough to get started, and messaging channels can be added after the first review.
First AI review
After accounts are connected, LeedBooks imports transactions and prepares review work.
Your first review should focus on accuracy:
- Are deposits being treated correctly?
- Are obvious expenses going to sensible categories?
- Are transfers separated from income and expenses?
- Are repeated vendors being grouped cleanly?
- Are contractor payments being tracked when needed?
The first pass teaches the AI what the business actually does.
What not to connect
Do not connect accounts that would confuse the books.
Avoid connecting:
- Personal accounts that are not used for business
- Old accounts with no current bookkeeping value
- Someone else's bank account
- Accounts from another company
- Accounts you are not ready to review
If a personal account is used for business sometimes, ask for help before connecting it. It may be better to record only specific transactions instead of importing the whole account.
Connect bank accounts
Learn which accounts to connect first and what happens after transactions begin syncing.
Read bank connection guide