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Core AIPrepare workPublic guide

Payee alias cleanup

Groups messy vendor names under cleaner payee aliases.

What this skill does

Payee alias cleanup 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 Core AI 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

Clean up vendors that appear under many bank descriptions.
Group repeated card or processor variants under one name.
Make vendor reporting easier to scan.

What it prepares

Compares vendor-like descriptions across transactions.
Suggests a cleaner alias when descriptions appear to represent the same payee.
Avoids treating payment rails as final vendors when the real payee is unclear.

Approval control

Review aliases carefully for marketplaces, payment apps, and vendors used for multiple purposes.

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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Wildcard alias + rule setup