Transfer cleanup
Finds likely bank-to-bank transfers and prepares cleanup work.
What this skill does
Transfer 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.
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
Approve only when the other leg or transfer purpose is clear enough.
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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