Understand AI skills

What AI skills are

AI skills are focused abilities inside LeedBooks.

Instead of treating the AI as a generic chat box, LeedBooks gives it specific bookkeeping skills. A skill tells the AI what kind of work it can help with and what kind of output is useful.

Examples include reviewing uncategorized transactions, finding cleanup work, suggesting rules, checking tax readiness, spotting vendor issues, and preparing month-end status.

How skills help

Skills keep the AI focused.

When you ask a broad question like "what needs review?", the AI can use available skills to check the areas that matter: transaction queue, rules, vendors, payees, reports, tax readiness, transfers, and month-end cleanup.

When you ask a specific question like "clean up this vendor", the relevant skill should help the AI focus on that vendor instead of giving a generic answer.

Skill access by plan

Plans can control which skills are available.

That matters because not every customer needs the same level of automation. A smaller business may only need core review, rules, and reports. A growing business may need deeper cleanup, multi-entity reporting, tax-readiness workflows, and more advanced AI assistance.

If a skill is locked, it should be clear why. The user should understand that the feature exists, what it does, and which plan unlocks it.

Using a skill

You can use skills naturally from the AI page.

Good ways to start:

• Click a skill to start a focused conversation.
• Ask the AI what that skill does.
• Ask the AI to inspect a specific area.
• Ask for a proposed cleanup plan.
• Ask what requires approval.

The goal is not for users to memorize skill names. The goal is for the AI page to make the available abilities visible and easy to start.

Human approval

Skills can prepare work, but approval still matters.

A skill may help the AI suggest a rule, identify a vendor alias, classify a payee, or flag a tax-readiness issue. Those suggestions should be reviewable. The user should be able to approve or reject them.

That approval loop is how LeedBooks gets smarter without letting automation run loose.

Good prompts

Try prompts like:

• "What needs review this week?"
• "Show me the highest priority cleanup items."
• "Find vendors that need better aliases."
• "Which transactions look like transfers?"
• "What should I do before month end?"
• "Do any contractors need tax details?"

Short, direct prompts usually work best.