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GrowthRead onlyPublic guide

Owner/equity review

Reviews owner draws, personal expenses, and equity-sensitive activity.

What this skill does

Owner/equity review 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 owner draws look consistent.
Review personal expenses paid from business accounts.
Separate business expense questions from equity movement.

What it prepares

Inspects owner, draw, reimbursement, and personal-expense patterns.
Highlights items that may need owner confirmation.
Explains why the activity matters for reporting and tax review.

Approval control

Owner/equity review is sensitive. The AI should explain and ask before changes are prepared.

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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