Getting started with LeedBooks

LeedBooks is an AI bookkeeping employee for owner-operated businesses. It reviews your transactions, learns your business, prepares bookkeeping work, and asks for approval before important changes are committed.

This guide explains the basic flow from a user point of view. It does not describe internal prompts, backend systems, private customer data, or implementation details.

What LeedBooks does

LeedBooks helps keep your books current by watching for bookkeeping work that normally gets pushed to the weekend.

It can help with:

• Reviewing new bank transactions
• Suggesting categories
• Preparing rules from repeated approvals
• Cleaning up vendors and aliases
• Spotting likely transfers
• Flagging duplicate transactions
• Reviewing reports
• Preparing tax-readiness tasks when your plan includes them

The important part is control. LeedBooks can prepare work, explain why it thinks something should happen, and ask you to approve it.

The basic workflow

Most users follow the same flow:

1. Connect your bank accounts.
2. Let LeedBooks import transactions.
3. Review items that need attention.
4. Approve or adjust the AI suggestion.
5. Let LeedBooks learn from that approval.
6. Check reports when you want to see where the business stands.

Over time, the system should ask fewer repetitive questions because rules, aliases, and previous decisions give it better context.

Connect your accounts

Start by connecting the bank and credit card accounts that belong to the business. LeedBooks uses those transactions to build the review queue, reports, and AI suggestions.

Only connect accounts that should be part of the business books. If you connect a personal account by mistake, remove it before relying on reports.

After the account is connected, LeedBooks imports activity and begins looking for transactions that need review.

Use the review queue

The review queue is where day-to-day bookkeeping decisions happen.

When a transaction needs attention, open it and check:

• The date
• The amount
• The bank description
• The suggested category
• Any AI note or explanation

If the suggestion is right, approve it. If it is wrong, change the category before approving. If the transaction repeats often, create or approve a rule so future transactions are handled faster.

Use AI chat when you are unsure

The AI page is where you can ask broader questions.

Good examples:

• "What needs review right now?"
• "Do I have any likely transfers?"
• "Show me anything that looks unusual this month."
• "Are there vendors that need cleanup?"
• "What should I do before month-end?"

The AI should answer in plain language and point you toward the next useful action. When a skill can prepare work, it should prepare something for approval instead of silently changing the books.

Understand AI skills

Skills are specific bookkeeping abilities inside LeedBooks.

Some skills only read and explain information. Others prepare work that you can approve. Examples include transfer cleanup, duplicate detection, rule proposals, payee cleanup, and report analysis.

Plans control which skills are available. If a skill is locked, the app will show which plan includes it.

Keep approval in the loop

LeedBooks is designed around human-approved bookkeeping.

That means the AI can do useful work without taking control away from you. For sensitive work, you should expect the system to show the proposed change, explain it, and wait for approval.

This is especially important for:

• Transaction category changes
• New rules
• Vendor or payee cleanup
• Transfer corrections
• Duplicate cleanup
• Tax-readiness items
• Month-end close steps

Use Telegram and email approvals

If Telegram or email approvals are enabled, LeedBooks can reach out when it needs a decision. This is useful when you do not want to log in just to approve one small item.

You can still use the web app for deeper review. Telegram and email are meant to make simple approvals faster.

Check reports

Reports show the result of the bookkeeping work.

Start with:

• Profit and loss
• Balance sheet
• Cash flow
• Trial balance

If a report looks wrong, the issue is usually not the report itself. It is usually a transaction, category, rule, vendor, or transfer that needs cleanup.

What to do first

For a new account, start here:

1. Connect the main business bank account.
2. Import recent transactions.
3. Review anything in the review queue.
4. Ask the AI, "What needs review right now?"
5. Approve only the changes that make sense.
6. Check the profit and loss report.
7. Set up Telegram or email approvals if you want faster review.

When to ask for help

Ask for help if:

• You are not sure which accounts to connect.
• Your opening balances look wrong.
• A transfer does not match both sides.
• A vendor appears under several names.
• A report does not match what you expected.
• You are preparing for taxes or year-end cleanup.

LeedBooks is meant to make bookkeeping simpler, not make you decode accounting software. If something feels unclear, use the AI chat or contact support.

Next guides

This is the first docs page. More guides will cover bank connections, the review queue, AI skills, rules and aliases, vendors and payees, reports, Telegram approvals, email approvals, billing, security, and troubleshooting.