Solutions · Departments · Finance
The invoice arrives. The rule that governs it is already written.
Skyller answers questions with the process your finance team published, and only lets a bill move forward once the invoice is recorded on the card. The process starts from a ready-made template and goes through a second person's review; the queue becomes a Kanban with supplier, amount, due date and owner.
See where Skyller fits
Skyller - AI AssistantAccounts payable · published procedureWhat does the procedure say about the second signature in accounts payable?
Accounts Payable Procedure
The Invoice, payment slip or bill field is required to leave Invoice received. Authorization thresholds follow the limits defined by the company.
Skyller is an AI and can make mistakes. Remember to check.
Demonstration · illustrative data
- Finance templates
- Organized accounts payable
- Ready-made finance agents
- Scanned PDF reading
Who works here
From requests to payment tracking.
Owner and evidence
How it works today
Gets invoices by e-mail and on paper, then chases whoever approves.
With Skyller
Every bill enters the Kanban with supplier, amount and due date, and the stage only moves forward once the invoice is attached.
Clear collection rules
How it works today
Explains terms and interest again for every customer.
With Skyller
The published collections policy answers in chat, with the link.
Visible rules and queues
How it works today
Finds the bill paid outside the process at month-end close.
With Skyller
The process has a version, an owner and a review; the queue shows stage, delay and owner, without asking for a report.
More complete requests
How it works today
Doesn't know the limit or what to attach, so they ask and wait.
With Skyller
Gets the rule in chat, with the document beside it, before opening the request.
The finance routine
Where Skyller comes in — and what stays in your systems.
Select a routine to see the details.
Skyller does it
Published process and policy
Accounts payable and receivable, collections, reimbursement, annual budget, purchasing, quotations and supplier contracts have ready templates. The company chooses which documents go through review; in those, the author doesn't review their own text.
Rule questions answered in chat
“Can I pay without the invoice?”, “who signs above the limit?”, “what is the reimbursement window?”: whoever asks gets the rule and the link. Only a published document within its validity is used to answer.
Payables with evidence
A ready-made Kanban from Invoice received to Paid, with supplier, amount, due date, category and invoice as their own fields. A field required to leave the stage holds the card until the invoice arrives, and the due date triggers a reminder 24 hours ahead.
Ready-made finance agents
Financial Analyst and Finance Manager and, on the accounting side, Tax Analyst, Tax Specialist and Tax Reform Specialist; the company adjusts each one's instructions, documents and tools.
Depends on setup
Connected spreadsheet or system
Excel and Google Sheets are in the connection catalog: Skyller reads and writes to the spreadsheet with the requester's permission. The company enables only each team's functions, and sensitive actions wait for a person's confirmation.
Collections with e-mail history
With the person's e-mail connected, the account's history joins the preparation; negotiating stays with the team.
Expense reimbursement
The published reimbursement document answers the window, the limit and what counts as a receipt, and the receipt goes into the library or onto the Kanban 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, reconciliation, tax assessment and filing stay in the finance system, as do cash flow and financial statements.
Bookkeeping close and financial statements
The close checklist becomes a published document; calculating results, closing the trial balance and building statements stay with your accountants.
Accounts payable
Invoice received1
Aurora supplier invoice
HighInvoice, payment slip or bill
DocsOrder matching0
Demonstration · illustrative data
Live proof
Friday, six invoices and a limit nobody remembers.
Starting point
A new supplier's invoice is due Tuesday; the signing rule sits in a two-year-old PDF, and the coordinator is out of the office.
What happens
- The analyst adapts the accounts payable template, which already carries the company name, the owner and the date. Whoever wrote it doesn't review their own text: the coordinator reviews it on her phone and publishes.
- Skyller answers in chat who signs above the limit, with the process linked; the previous version no longer answers.
- At the analyst's request, Skyller reads the invoice and opens the card with supplier, amount and due date; it only leaves “Invoice received” once the Invoice, payment slip or bill field is filled in.
Result
The queue has an owner and a published rule, with a reminder 24 hours before the due date.
Good to know
- Payments, transfers and statement reconciliation stay in your bank and your finance system.
- “Approval” and “Scheduled for payment” are Kanban stages, moved by a person. AI approval is something else: the pause before an agent acts in a connected system.
- The Kanban counts cards; adding up amounts and closing the month's total stays in the spreadsheet or the ERP.
Fictional company, supplier and amounts; real product features.
Accounts Payable Process
Example with review and approval by different people.
Purpose and responsibilities
Demonstration · illustrative data
Features
What supports the finance routine.
Select a feature to see how it works.
Financial templates in Portuguese
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 as a field for you to complete.
Two signatures before the rule counts
The company chooses which document types require review and approval. In those, whoever wrote the text doesn't review it, and approval comes from whoever was given that responsibility, not from an administrator profile alone. The previous version is kept.
An accounts payable Kanban, ready to use
Invoice received, Order matching, Discrepancy review, Approval, Scheduled for payment, Paid and Rejected or returned, with supplier, amount as currency, due date, category, invoice and owner as fields. There are 23 field types and six views of the same Kanban: Kanban board, Table, Calendar, Flow, Metrics and Email.
Evidence before it advances, reminder 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. The due date triggers one reminder 24 hours ahead and another on the day, 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. A conversation attachment belongs to that conversation; to answer the team, the document is published with an owner and a version.
Spreadsheets and systems connected, function by function
Excel, Google Sheets and accounting systems such as QuickBooks and Xero are in the catalog. High- and critical-risk functions ask for a person's confirmation by default; the company can require more and restrict each function to a group. An internal system connects through its own address, over a secure connection.
Purchasing and suppliers with a written process
The purchasing policy, the supplier quotation and selection process and the supplier contract guides are in the library. Once published, they answer who authorizes, what to attach and how the quotation path works; price negotiation stays with the team.
Whoever asks sees only what they may see
In the finance hub, what belongs to finance answers finance; what belongs to the company answers everyone. A document's permissions apply in chat, for people and agents, and an agent acts with the permissions of whoever asked.
How to start
From the first process to the first queue.
One published process, one question answered and one queue with an owner. Everything else builds on that, with no implementation project and no IT to get started.
Finance
Creates the finance hub and decides who writes, who reviews and who only reads; a private hub answers only the people inside it.
Finance
Picks the accounts payable process in the library and adjusts limits, deadlines and who approves what.
Coordination
Reviews and publishes; from then on, the process feeds the answers of whoever asks.
Finance
Creates the Kanban from the accounts payable template, where the invoice, payment slip or bill is already required to leave Invoice received, and adjusts stages and fields.
Your admin
When it makes sense, connects the control spreadsheet or the internal system and enables only the functions needed.
Finance questions
What changes in finance's day-to-day work.
Start with finance
Publish the process. Let it answer.
Create your account, pick the accounts payable process in the library and publish it with review. The template is in Portuguese, ready to adapt.