People/payee profile updates
Prepares people and payee profile cleanup work.
What this skill does
People/payee profile updates 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.
The AI identifies the bookkeeping area you are asking about.
The skill gives the AI the specific data and behavior it needs.
The answer should explain findings, next steps, or prepared work.
When to use it
What it prepares
Approval control
Profile updates can affect reporting and tax workflows, so the user should approve them.
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.
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