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GrowthRead onlyPublic guide

Bank sync health

Checks connected account freshness and possible bank feed issues.

What this skill does

Bank sync health is one of the focused abilities your LeedBooks AI bookkeeping employee can use. It keeps the AI from behaving like a generic chat box and helps it work inside a specific bookkeeping lane.

Plan access
This skill is available on the Growth plan. If it is locked in your account, the AI should explain what it does without exposing the data needed to run it.
01
Understand the request

The AI identifies the bookkeeping area you are asking about.

02
Use the right context

The skill gives the AI the specific data and behavior it needs.

03
Return useful work

The answer should explain findings, next steps, or prepared work.

When to use it

Check whether accounts are current before month end.
Spot stale syncs or missing recent activity.
Understand whether the books are waiting on bank data.

What it prepares

Reviews available account sync status and recent transaction activity.
Calls out accounts that may need attention.
Explains whether a stale feed affects close readiness.

Approval control

This skill reports sync health. It does not reconnect bank accounts by itself.

LeedBooks is designed around prepared work and human approval. If a skill can affect records, rules, aliases, categories, payees, or close status, the result should be reviewable before it becomes final.

Next step

See all AI skills

Review the full skill list and see which skills belong to each plan.

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