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

Wildcard alias + rule setup

Prepares broader aliases and rules for repeated payment patterns.

What this skill does

Wildcard alias + rule setup 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

Replace many exact one-off rules with a cleaner pattern.
Handle changing transaction IDs in bank descriptions.
Catch repeated payment patterns without creating noisy rules.

What it prepares

Finds description patterns where only numbers or suffixes change.
Suggests wildcard-style matching when the pattern appears stable.
Pairs broad matching with human approval to avoid over-automation.

Approval control

Do not approve broad rules for payment platforms unless the category is truly consistent.

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
Payee alias cleanup
Next
Transaction edit proposal