Docs/AI skill
GrowthPrepare workPublic guide

Duplicate review proposals

Prepares duplicate review tasks that can be accepted or rejected.

What this skill does

Duplicate review proposals 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

Turn duplicate candidates into approval tasks.
Reject false positives without changing the ledger.
Prepare cleanup when duplicate confidence is high.

What it prepares

Builds review tasks from duplicate candidates.
Keeps evidence attached so the user can decide quickly.
Avoids automatic deletion unless the user approves the work.

Approval control

Duplicate cleanup can affect reports, so approval is required.

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.

Open AI skills guide