Solutions · Sectors · Accounting
The month-end close is not held up by the numbers. It is held up by what never arrived.
In Skyller, each client in the portfolio has a workspace with its documents. The Accounting Close Checklist starts from a ready-made template, goes through a second person's review and becomes the firm's rule; open items become a Kanban with client, period, obligation, due date and owner, which Skyller reads when someone asks what is missing.
- One workspace per client
- Ready-made accounting profiles
- Open items on a Kanban
- Documents within their validity
Skyller - AI AssistantClosing · AuroraWhich documents are missing for Aurora’s close?
Skyller is an AI and can make mistakes. Remember to check.
Demonstration · illustrative data
Who works here
Clarity across your client portfolio.
Open tasks with owners
How it works today
Tracks the close for dozens of clients in a spreadsheet only they understand and finds out what is missing by asking person by person.
With Skyller
Each obligation becomes a card with client, period, due date and owner; when they ask what is stuck, Skyller sweeps the Kanban and returns the list.
Shared knowledge
How it works today
Repeats the same research on tax codes, rates and ancillary obligations for every new client, and the good answer gets lost in the history.
With Skyller
The ready-made Tax Analyst profile talks about bookkeeping and ancillary obligations alongside what the firm published; whatever becomes standard becomes a document.
Documents by client
How it works today
Receives hiring, sick-leave and termination paperwork through three channels and keeps each in a different folder.
With Skyller
The document goes into the client's workspace in any format, and anything scanned goes through OCR before becoming searchable text.
Published procedures
How it works today
Signs off on a procedure that lives in two people's heads and finds the exception once it has already become an error.
With Skyller
The firm's procedure is published with a second person's review, with the previous version kept; only what is published answers.
The firm's routine
Where Skyller comes in — and what stays with the team.
Select a routine to see the details.
Skyller does it
Opening the period
One card per client and per obligation (tax bookkeeping files, payroll filings, municipal returns), created by repetition with frequency, time zone, entry stage and due date in days. With five open occurrences of the same card, generation stops.
The document the client sends
PDFs, Word, spreadsheets, slide decks, scanned images and audio land in the client's workspace; anything scanned goes through OCR, and the document is born with a type, owner, effective date and expiry date.
“What is missing to close?”
Skyller queries the Kanban by stage, owner and overdue date, returns what is stuck and records the follow-up on the card. It counts cards; adding up amounts and building metrics stay with the spreadsheet or the accounting system.
Technical questions and tax reform
Ready-made Tax Analyst, Tax Planning Analyst, Accounting Analyst, Payroll Department Analyst, Payroll Specialist and Tax Reform Specialist profiles talk about the routine alongside what the firm published, and the firm's note for each type of client gives the whole team the same answer. The day's rates and deadlines are checked at the official source, and following the rules stays with your team.
The firm's own rule
The Accounting Close Checklist, the External Audit Procedure, the Physical Inventory Process and the Accounts Payable Process start from ready-made templates in Portuguese, go through review and are published; the previous version is kept.
Powers of attorney, certificates and dated contracts
Every document carries a type (Policy, Process, SOP, Guideline or Manual), an effective date and an expiry date; once expired, it stops answering.
Depends on configuration
Chasing the missing document
The request lives on the card, with an owner and a due date, and the warning goes out 24 hours before and on the day. Chasing through e-mail or the firm's system depends on connecting that system.
The firm's accounting software
If the system is in the catalogue, the connection comes ready; if not, it comes in through the address of a bridge, with a secure connection and function-by-function enabling, built by the vendor, your IT, a partner or Skyller as a separate service.
Stays with the team
Posting, bookkeeping and filing
Bookkeeping, tax calculation, payment slips, digital tax files and filing stay in your accounting system.
Classifying, framing and answering the client
Tax framing, fiscal classification, exceptions and the opinion the client receives belong to the licensed professional; Skyller organises the information and explains what is written.
Kanban · recurring closing
Closing · Aurora Metalworks
Owner: Ana · Closing Kanban
- Recurrence
- Monthly
- Period
- Next month
Demonstration · illustrative data
Live proof
Day twelve, eleven closes open and a spreadsheet that does not know what is missing.
Starting point
The coordinator needs to close November for her portfolio. The control lives in a spreadsheet updated at night, and who has not sent what is scattered across conversations in three apps.
What happens
- She picks the Accounting Close Checklist in the library, which already carries the firm's name, the owner and the date, adjusts the firm's stages and sends it for review; whoever wrote it does not review their own text, and the partner reviews it on her phone and publishes.
- Each client has its own workspace. In the conversation opened inside Aurora Metalworks' workspace, that client's material comes in alongside the firm's, and another client's stays out; the certificate that expired last week no longer answers.
- On the close Kanban, each obligation is a card generated by repetition at the start of the period. The coordinator asks what is stuck, and Skyller returns the overdue items and this week's by owner and records the follow-up on the card.
Result
The whole portfolio fits in one list with stage, owner and due date, and the rule that governs it is published with two signatures.
Good to know
- Calculating tax, bookkeeping, issuing payment slips and filing returns stay in your accounting system.
- An accounting system outside the catalogue comes in through a bridge, built by the vendor, your IT, a partner or Skyller as a separate service.
- The close Kanban is one the firm builds, with its own fields and repetition; the gallery of dozens of ready-made templates covers other areas, such as Finance, Purchasing, HR and Legal.
- “Approval” on a Kanban is a stage a person moves a card into, different from the approval Skyller asks for before a sensitive action in a connected system.
Fictional firm, client and period; real product features.
Period-end Checklist
Example with review and approval by different people.
Purpose and responsibilities
Demonstration · illustrative data
Features
What supports the firm's month.
Select a feature to see how it works.
One workspace per client, and the material does not leak
Each client gets a workspace with its documents. A conversation opened there adds that workspace's material to the firm's, and another client's stays out; a private workspace answers only the people inside it.
Ready-made accounting profiles, by tax regime and by the client's sector
Tax Analyst, Tax Planning Analyst, Accounting Analyst, Payroll Department Analyst, Payroll Specialist and Tax Reform Specialist, plus Accountant profiles by tax regime (simplified, presumed profit, actual profit, non-profit) and by the client's sector (agribusiness and rural producers, retail and services, construction, import and export, transport and logistics). Use them as they are or duplicate one to adapt it.
Templates in your language for the firm's own rule
The Accounting Close Checklist, the External Audit Procedure, the Physical Inventory Process, the Accounts Payable and Accounts Receivable Processes, the Purchasing Policy and the Internal Audit Procedure, on every plan. Skyller fills in company, owner and date; anything missing stays as a field to complete.
Two signatures before the rule counts
The firm decides which document types require review and approval. There, whoever wrote the text does not review it, and approval belongs to whoever was given that responsibility, not to someone who merely holds an administrator profile. The previous version is kept.
The close Kanban, with repetition and due dates
You build the Kanban with the firm's own fields (client, period, obligation, due date, owner) out of 23 field types and switch on repetition. A required field on a stage stops the card from advancing without the evidence.
The question that sweeps the Kanban
“What is overdue?”, “what is due this week?”, “what is on Rafael's plate?”: Skyller queries the Kanban by stage, owner and overdue date and returns the list, respecting the configured visibility.
An expiry date that pulls the document out of the answer
Certificates, powers of attorney and contracts carry an expiry date; once it passes, the document leaves the answers. The periodic review only flags that it is time to reread.
Whatever the client sends, in any format
PDF, Word, PowerPoint, Excel, CSV, HTML, text, scanned images and audio. Anything scanned goes through OCR before becoming searchable text, and the file enters the client's workspace with a type, owner and due date.
How to start
Start with one portfolio, not with the whole firm.
Pick one coordinator, one portfolio and one obligation that always runs late, and build the month on that, with no project.
Coordination
Creates the firm's hub and one workspace per client in the portfolio, deciding who goes into each; a private workspace answers only the people inside it.
Coordination
Picks the Accounting Close Checklist in the library and adjusts the stages, the deadlines and who answers for each one.
Responsible professional
Reviews and publishes the checklist; from then on, it is what answers whenever somebody asks what a stage requires.
Coordination
Builds the close Kanban with the firm's own fields and switches on repetition for the period's obligations.
Team
Uploads each client's documents into their workspace and starts asking what is missing instead of opening the spreadsheet.
Accounting firm questions
The doubts that show up before the signature.
Start with the close
Publish the checklist. Let the Kanban do the chasing.
Create your account, pick the Accounting Close Checklist, publish it with review and build the Kanban for one portfolio.