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GrowthRead onlyPublic guide

Duplicate transaction detection

Checks for possible duplicate imported transactions.

What this skill does

Duplicate transaction detection 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

Review possible import overlaps.
Check repeated same-date, same-amount transactions.
Confirm whether a suspicious duplicate is real or accidental.

What it prepares

Compares date, amount, description, account, and source metadata.
Flags likely duplicates without deleting anything.
Explains why each candidate was flagged.

Approval control

This skill identifies candidates. Duplicate removal should remain reviewable.

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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