Solutions · Departments · Finance
The invoice arrives. The rule that governs it is already written.
The invoice lands in somebody's inbox, the process that says who signs off sits in a two-year-old PDF, and the controls live in a spreadsheet only one person understands. In Skyller, the accounts payable process starts from a ready-made template, is published after a second person reviews it, and from then on answers in chat with the document linked beside it. The queue becomes a board with supplier, amount, due date and owner, and a stage will not advance without the invoice attached. Paying, reconciling and filing stay in your finance system.
See where Skyller fits- Finance templates
- Organised accounts payable
- Payments in your system
- Scanned PDF reading
Who works here
From requests to payment tracking.
Rules and open tasks at hand for anyone paying, collecting, coordinating or requesting a purchase.
Owner and evidence
How it works today
Gets invoices by e-mail, by message and on paper; checks them against a process that may or may not be current, and chases an approval from whoever is travelling.
With Skyller
Every bill enters the board with supplier, amount, due date and category, and the stage will not advance without the invoice attached. The rule on who approves is published and answers on its own.
Clear collection rules
How it works today
Repeats the same explanation of terms, interest and settlement for every customer, and digs through e-mail for what was agreed last time.
With Skyller
The published credit and collections policy answers in chat with the link. With the mailbox connected, that account's history joins the preparation.
Visible rules and queues
How it works today
Finds the problem at close: a bill paid outside the process, a reimbursement against the rules, a spreadsheet only one person can touch.
With Skyller
The process has a version, an owner and a second reviewer; the queue shows stage, delay and owner without asking anyone for a report.
More complete requests
How it works today
Does not know the limit, who signs or what has to be attached — so they send an e-mail asking, and wait.
With Skyller
They ask in chat and get the company rule with the document beside it, before opening the request. Finance stops being the help desk.
The finance routine, end to end
Where Skyller comes in — and what stays in your systems.
See what Skyller does, what needs configuration and what stays with your team.
Select a routine to see the details.
Skyller does it
Financial process and policy
Accounts payable, accounts receivable, credit and collections, expense reimbursement and annual budget planning start from ready-made templates, go through a second person's review and are published.
A rules question in the middle of the day
“Can I pay without the invoice?”, “who signs above the limit?”, “what is the reimbursement window?” — the answer comes from the published document, with the link beside it, for whoever asks. Only published documents answer, and an expired one drops out on its own.
The accounts payable queue
A ready-made board takes the bill from Received to Paid, with supplier, amount, due date, category and invoice as first-class fields. A required field on the stage blocks the move until the evidence is there, and the card's due date triggers a warning 24 hours ahead.
Purchasing, quotes and suppliers
The purchasing policy, the supplier quotation and selection process and the supplier contract guide start from ready-made templates and begin answering who authorises what and which documents have to be attached. Negotiating the price is still yours.
Depends on setup
The document that arrives by e-mail
Invoices, bills and contracts go into the library as PDF, Word, Excel, CSV or image, and anything scanned goes through optical reading. Attaching it to a conversation answers today's question; becoming the team's official answer means publishing it with an owner and a version.
The control spreadsheet
Excel and Google Sheets are in the connection catalogue. With the account connected and the function released, Skyller reads the range and writes the row — with the permissions of whoever asked, and with a confirmation whenever the company requires one.
Collections and customer negotiation
The written collections ladder answers in chat, and e-mail history joins the preparation once the person connects their own mailbox. Calling, negotiating and closing the deal remain human work.
Expense reimbursement
The reimbursement rules become a published document that answers the window, the limit and what counts as a receipt, and the receipt itself goes into the library or onto the board card. Approving the amount and paying it back stay in the company's own flow.
Stays with the team
Payment, reconciliation and tax filing
Transfers, bank clearing, statement reconciliation, tax assessment and filing stay in the finance system and with your accountants. Skyller has no reconciliation, cash-flow or financial-statement module.
Bookkeeping close and financial statements
The close checklist becomes a published document and Skyller answers what it asks for at each step. Calculating results, closing the trial balance and building statements stay in the accounting system and with your accountants.
Some routines require connecting a system or adjusting your company settings.
Live proof
Friday, six invoices and a limit nobody remembers.
A finance team is not tested on the day the process is written. It is tested on the Friday when six invoices have to enter the queue and nobody is sure who signs above which amount.
Starting point
An invoice arrives from a new supplier, due on Tuesday. The process says anything above a certain amount needs a second signature — but the process is a two-year-old PDF, and the coordinator is out of the office.
What happens
- The analyst opens the library, picks the accounts payable template and adjusts the company's limits. The draft already carries the company name, the owner and the date. She sends it for review: whoever wrote it does not review their own text, and being an administrator does not, on its own, give anyone the right to approve. The coordinator reviews it on her phone and publishes.
- At the next question — “does this invoice need a second signature?” — the answer arrives in chat with the new rule and the link to the accounts payable process beside it, for whoever asks. The previous version no longer answers.
- The invoice becomes a card on the accounts payable board, with supplier, amount, due date and category. To leave Awaiting approval, the invoice field has to be filled in: Skyller opens what is missing and only then moves the card. The card's due date triggers a warning 24 hours ahead, to whoever owns it.
Result
The week's queue has a stage, an owner, a due date and the rule that governs it, with a second person's name under that rule. What leaves the bank account still leaves through the finance system, with a person deciding.
What this scene does not promise
- Skyller does not pay, does not transfer and does not reconcile statements. There is no bank reconciliation, cash-flow or financial-statement module — money leaves through the system your company already uses.
- “Awaiting approval” and “Approved” are board stages a person moves. That is not the AI approval: that other one is the pause that happens when an agent is about to run an action in a connected system.
- The board counts cards — total, urgent, overdue and completed today. It does not add up the amounts in a column or close a monthly payable total.
- A file attached to a conversation belongs to that conversation. To become the team's official answer it has to enter the company knowledge base, with an owner, a version and the review cycle.
Fictional company, supplier and amounts; the library, the review, the answer with the document and the accounts payable board are the product's own.
To evaluate at your own pace
What finance controls, and what Skyller solves.
Select a feature to see how it works.
Financial templates written for real companies
The library carries accounts payable, accounts receivable, credit and collections policy, expense reimbursement, annual budget planning, purchasing policy and a bookkeeping close checklist. Skyller fills in company, owner and date; anything missing stays in the text as a field for you to complete.
Two signatures before the rule counts
Your company decides which document types require review and approval. Where they do, whoever wrote the text does not review it — and the authority to approve comes from a responsibility assigned to people, not from an administrator badge. The previous version is kept.
An accounts payable board, ready to use
Received, Under review, Awaiting approval, Approved, Paid and Rejected, with supplier, amount as currency, due date, category, invoice and owner already as fields. Fifteen field types are available, and the same board has three views: board, table and calendar.
Evidence before it advances, warning before it is due
A field can be required to enter a stage: Skyller opens what is missing and only moves the card once it is filled in; cancelling leaves the card where it was. The due date triggers one warning 24 hours ahead and another on the day, once each, to the owners.
The document as it arrives
PDF, Word, PowerPoint, Excel, CSV, text, HTML, Markdown and images go into the library, up to 50 MB per document; scanned PDFs and images go through optical reading. In a conversation it is up to five files per message, and the attachment belongs to that conversation.
Spreadsheets and systems connected, function by function
Excel, Google Sheets and accounting systems such as QuickBooks and Xero are in the connection catalogue. Every function carries a risk level, and those rated high or critical ask for human confirmation by default — the company can require more, lock the requirement and restrict a function to a group. An internal system connects through its own address, over a secure connection.
Ready-made agents for the area
The platform ships agents such as financial analyst and finance manager and, on the accounting side, tax and fiscal analysts. Each one is a starting point your company adjusts — instructions, documents and released functions.
Purchasing and suppliers with a written process
The purchasing policy, the supplier quotation and selection process and the supplier contract guides are all in the library. Once published, they answer who authorises, what has to be attached and how the quotation path works.
Whoever asks sees only what they may see
Inside the finance hub, what belongs to finance answers finance; what belongs to the company answers everyone. A document's permissions apply inside chat too, for people and for agents — and an agent acts with the permissions of whoever asked, with no administrator privilege.
How finance starts
From the first process to the first queue.
This is not a months-long project. It is one published process, one question answered and one queue with an owner — everything else builds on that.
Finance
Creates the finance hub and picks who takes part: who writes the process, who reviews it and who only reads.
Owner, editor and reader roles per person or per team; a private hub answers only to the people inside it.
Finance
Opens the library, picks the accounts payable process and adjusts limits, deadlines and who approves what.
The templates are Skyller's and serve any plan; the document you create counts against your plan's document allowance.
Coordination
Reviews and publishes. From then on, the process joins the answers for whoever asks.
Whether review and approval are required is decided by the company, per document type.
Finance
Creates the board from the accounts payable template and marks the invoice field as required at the approval stage.
Fields, stages and requirements belong to the company; the card only advances once the evidence is there.
IT or the owner
When it makes sense, connects the control spreadsheet or the internal system and releases only the necessary functions.
Release is per function and can be restricted to a group; a high-risk action asks for human confirmation.
Comes ready
- Templates for payables, receivables, credit and collections, reimbursement and budgeting
- Review and approval by a second person, with the previous version kept
- An accounts payable board from Received to Paid, with amount as currency and invoice as a field
- A warning 24 hours before the due date and another on the day, to the owners
- Ready-made agents such as financial analyst, finance manager and tax analyst
Your company decides
- Which document types require review and approval, and who holds those responsibilities
- Which fields are required at each stage of the board
- Which systems and spreadsheets are connected and which functions each team can use
- Which actions ask for human confirmation, beyond those that already do by risk
Questions from people who work in finance
What changes day to day, without the runaround.
Start with finance
Publish the process. Let it answer.
Create your account, pick the accounts payable process from the library and publish it with review. If you would rather see it first with your company's own material, book a demo with the team.