LeedBooks
Sign inContact
LeedBooks docs
Getting started
All docs
Getting startedSetupReview queueApprovalsAI skillsSkill referenceTelegramReports
Docs/AI skill
Core AIPrepare workPublic guide

Rule proposal

Finds repeated transaction patterns and drafts rules for approval.

What this skill does

Rule proposal 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

Create automation from repeated approved transactions.
Reduce future review work for stable vendors.
Prepare rule candidates without manually writing rule logic.

What it prepares

Looks for repeated descriptions, vendors, amounts, and categories.
Drafts a rule candidate with the safest matching pattern it can infer.
Keeps the proposed rule in the approval flow before it affects future transactions.

Approval control

Approve only rules that are narrow enough to trust and broad enough to be useful.

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
Previous
Report analysis
Next
Payee alias cleanup