Connect bank accounts

What connecting accounts does

Bank connections are how LeedBooks gets the raw activity it needs to do bookkeeping work.

When an account is connected, LeedBooks can pull in transactions from the bank or card provider. The AI then reviews those transactions against your business context, categories, rules, aliases, vendors, people, and prior approvals.

Before you connect

Start with the accounts that matter most.

For most businesses, this means the main checking account, business credit cards, and any savings or tax reserve accounts used by the company. You do not need to connect every financial account on day one.

If you are testing LeedBooks, begin with the account that has the most normal business activity. That gives the AI the best sample of your vendors, deposits, transfers, and recurring expenses.

Connect the right accounts

Connect accounts that produce bookkeeping activity.

Good first accounts include:

• Business checking accounts.
• Business credit cards.
• Business savings accounts.
• Tax reserve accounts.
• Payment accounts that hold business deposits or payouts.

Accounts to avoid unless they are needed:

• Personal spending accounts.
• Old closed accounts with no current activity.
• Accounts that only duplicate activity already shown somewhere else.

What happens after sync

After transactions sync, LeedBooks checks whether they are ready to post or need review.

The AI may:

• Suggest a category.
• Detect a likely transfer.
• Match a recurring vendor pattern.
• Suggest a rule.
• Flag a transaction for human approval.
• Ask a question through the AI page, Telegram, or email if enabled.

The important part is that LeedBooks does not need you to stare at the bank feed all day. It prepares the work, then asks for approval where approval matters.

When to use CSV upload

CSV upload is useful when you have historical transactions, a bank that is not connected yet, or a one-time cleanup file.

Use CSV upload for:

• Old months that need cleanup.
• Bank exports from unsupported accounts.
• Transaction history before a live connection was added.
• One-time migration work.

For normal daily use, connected accounts are better because they keep the books current without repeated manual uploads.

What to check first

After the first sync, check the review queue.

You want to confirm that the AI is reading common vendors correctly, that transfers are not being treated as income, and that any recurring business expenses are getting reasonable category suggestions.

If something looks off, correct it once. LeedBooks can learn from the approval and use that pattern next time.