Docs/AI skill
GrowthRead onlyPublic guide

Unusual transaction review

Surfaces transactions that look outside normal business patterns.

What this skill does

Unusual transaction 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

Find unexpected amounts, vendors, or categories.
Review outliers before month-end close.
Catch business activity that may deserve a question.

What it prepares

Compares transactions against recent business patterns.
Highlights items that look unusual by amount, payee, category, or timing.
Explains why each item may deserve review.

Approval control

Unusual does not mean wrong. It means worth checking.

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