Solutions · Sectors · Accounting
The month-end close is not held up by the numbers. It is held up by what never arrived.
On the tenth of the month, an accounting firm is not waiting for the trial balance: it is waiting for one client's bank statement, an invoice that stayed inside someone's chat, a confirmation from whoever knows whether that entry belongs there — and, this year, one more client asking what the tax transition changes for them. In Skyller, every client in the portfolio gets its own workspace with its own documents; the Accounting Close Checklist starts from a ready-made template, goes through a second person's review and becomes the firm's published rule; and the list of open items becomes a board with client, period, obligation, due date and owner, which Skyller reads whenever somebody asks what is missing. Posting, bookkeeping and filing stay in your accounting system.
- One workspace per client
- Ready-made accounting profiles
- Tax calculation in your system
- Documents within their validity
Who works here
Clarity across your client portfolio.
Documents, deadlines and procedures for the people managing clients, doing the work and leading the firm.
Open tasks with owners
How it works today
Tracks the close of dozens of clients in a spreadsheet only they understand and in a message group nobody audits. Finds out what is missing by asking person by person, at the end of the day.
With Skyller
Every obligation becomes a card with client, period, due date and owner. When they ask what is stuck, Skyller queries the board by stage, by owner and by overdue date and returns the list.
Shared knowledge
How it works today
Redoes the same research on tax codes, rates and filing obligations for every new client, and the good answer stays buried in a conversation nobody opens again.
With Skyller
A ready-made Tax Analyst profile is there to talk about bookkeeping, tax calculation and filing obligations, and answers alongside what the firm has published. Whatever becomes standard becomes a document.
Documents by client
How it works today
Receives hires, medical certificates and terminations through three different channels and files each one in a folder named their own way. When in doubt, searches the inbox.
With Skyller
The document lands in that client's workspace as PDF, Word, spreadsheet, slide deck, image or audio, and anything scanned goes through image reading before it becomes searchable text.
Published procedures
How it works today
Signs off on a procedure that lives in two people's heads and discovers the exception after it has already reached the client as a mistake.
With Skyller
The firm's procedure is published with a second person's review: whoever wrote it does not review their own text, and the previous version is kept. Only what is published answers.
The firm's routine
The whole month, with the limit written down.
See what Skyller does, what needs configuration and what stays with your 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: you set the frequency, the time zone, the entry stage and the due date in days, and Skyller generates the occurrence for the period. If five occurrences of that card are still open, it stops generating instead of piling up a dead queue.
The document the client sends
PDF, Word, spreadsheets, slide decks, scanned images and audio land in that client's workspace. Anything scanned goes through image reading before it becomes searchable text, and the document is born with a type, an owner, an effective date and an expiry date.
“What is missing to close?”
Skyller queries the board by stage, by owner and by overdue date and returns the list of what is stuck — and records the follow-up on the card. It counts cards; it does not add up amounts or build indicators.
A technical question mid-afternoon
Ready-made Tax Analyst, Tax Planning Analyst, Accounting Analyst, Payroll Department Analyst and Payroll Specialist profiles talk about the firm's routine, and the answer comes alongside what the firm has published. Today's rate and today's deadline you still check at the official source.
The rule that changes from year to year
A ready-made Tax Reform Specialist profile is there to talk about the transition, and the note the firm wrote for each type of client is published with review and starts answering — the same answer for the whole team, without depending on who picked up the phone. Following the rule and rewriting the note is still your team's job: Skyller does not look up legislation and does not warn you when it changes.
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, go through a second person's review and are published. Only what is published answers, and 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 the expiry date passes it stops answering and drops out of the assistant's inventory: nobody answers with an expired certificate without noticing.
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 — once each. Sending the reminder through email or through the firm's system depends on connecting that system; Skyller does not walk into the client's environment on its own.
The firm's accounting software
The catalogue carries the ready-made connections, and your accounting system may not be among them — which does not stop the connection. Any system that exposes a bridge comes in through its address, with a secure connection required and function-by-function release; the bridge is built by the system's vendor, by your IT or by a partner, and Skyller also develops it 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. Skyller does not issue, does not sign and does not file anything — and no part of the product does that today.
Classifying, framing and answering the client
Tax framing, fiscal classification, exception handling and the opinion the client receives belong to the licensed professional. Skyller organises the information and explains what is written; technical responsibility does not change hands.
Some routines require connecting a system or adjusting your company settings.
Live proof
Day twelve, eleven closes open and a spreadsheet that does not know what is missing.
The test of an accounting firm is not the day the routine gets written: it is day twelve, with eleven closes open, three clients who have not sent the bank statement and one analyst on holiday.
Starting point
The coordinator needs to close November for her portfolio. The control lives in a spreadsheet she updates at night, and the list of who has not sent what is scattered across conversations in three different apps.
What happens
- She opens the library, picks the Accounting Close Checklist and adjusts the firm's stages. The draft already carries the firm's 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 partner reviews it on her phone and publishes.
- Every client in the portfolio has its own workspace with its own documents. In the conversation opened inside Aurora Metalworks' workspace, that client's material enters the answer alongside the firm's — and what sits in another client's workspace does not. The certificate that expired last week no longer answers.
- On the close board, every obligation is a card with client, period, due date and owner, generated by repetition at the start of the period. The coordinator asks what is stuck; Skyller returns the overdue cards and this week's, grouped by owner, and records the follow-up on the card of whoever is missing.
Result
The whole portfolio fits into one list with stage, owner and due date, and the rule that governs it is published with two signatures under it. Posting, bookkeeping and filing stay in the accounting system, with the responsible professional deciding.
What this scene does not promise
- Skyller does not calculate tax, does not do the bookkeeping, does not issue payment slips and does not file returns. None of that exists in the product: the close stays in your accounting system.
- Not every accounting system has a ready-made connector in the catalogue. What decides it is whether the system exposes a bridge — built by the vendor, by your IT or by a partner, or contracted from Skyller separately — not a limit of the platform.
- There is no ready-made obligations board. The board templates that come out of the box are Tasks, CRM/Sales, Recruiting, Content, Logistics/Deliveries and Accounts payable — the close board is one you build, with your own fields and repetition.
- “Awaiting approval” on a board is a stage a person moves a card into. That is a different thing from the approval Skyller asks for before running an action in a connected system.
Scene with a fictional firm, client and period; the library, the second-person review, the per-client workspaces, the document expiry date and the board with repetition are the product's.
What holds the routine up
Nine pieces the firm uses all month long.
Select a feature to see how it works.
One workspace per client, and the material does not leak
Every client in the portfolio gets a workspace inside your company, with their documents. A conversation opened there adds that workspace's material to the firm's — what sits in another client's workspace does not enter the answer. A private workspace only answers to whoever is inside it.
Ready-made accounting profiles, by tax regime and by the client's sector
The catalogue brings 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 are already in the library. Skyller fills in company, owner and date; anything else stays in the text as a field for you to complete.
Two signatures before the rule counts
The firm decides which document types require review and approval. Where it does, whoever wrote it does not review their own text — and the authority to approve comes from a responsibility assigned to people, not from an administrator badge. The previous version is kept.
The close board, with repetition and due dates
You build the board with the firm's own fields — client, period, obligation, due date, owner — out of fifteen field types, and switch on repetition: frequency, time zone, entry stage and due date in days. A required field on a stage stops the card from moving on without the evidence.
The question that sweeps the board
“What is overdue?”, “what is due this week?”, “what is on Rafael's plate?” — Skyller queries the board by stage, by owner and by overdue date and returns the list, respecting the board's configured visibility. It counts cards; it does not add up amounts.
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 stops answering and drops out of the assistant's inventory — the same criterion in both places, so the assistant never cites what the reader would refuse. Periodic review is a different thing: it flags, it does not remove.
Whatever the client sends, in any format
PDF, Word, PowerPoint, Excel, CSV, HTML, plain text, scanned images and audio. Anything scanned goes through image reading before it becomes searchable text, and the file lands in the client's workspace with a type, an owner and a date.
Where Skyller stops
It does not calculate tax, does not do bookkeeping, does not issue payment slips, does not sign and does not file. There is no reconciliation, trial balance or financial statement module. Connecting your own system is a separate matter: whatever is outside the catalogue comes in through its own bridge address, once the vendor, your IT or a partner builds it.
How this enters the firm
Start with one portfolio, not with the whole firm.
The first close does not need a project. Pick one coordinator, one client portfolio and one obligation that is always late — and build the month around that.
Coordination
Creates the firm's hub and one workspace per client in the chosen portfolio, deciding who goes into each.
Owner, editor and reader roles per person or per team. A private workspace only answers to whoever is inside; a public hub is readable by the whole company.
Coordination
Opens the library, picks the Accounting Close Checklist and adjusts the stages, the deadlines and who answers for each one.
The templates are Skyller's and work on any plan; the document you create counts against the subscription's document allowance.
Responsible professional
Reviews and publishes the checklist. From then on it is what answers whenever somebody asks what a stage requires.
Whoever wrote it does not review their own text when the document type requires review. Only what is published enters the answers.
Coordination
Builds the close board with the firm's own fields and switches on repetition for the period's obligations.
Fifteen field types; repetition creates the occurrence in the chosen stage and stops at five open occurrences of the same card.
Team
Uploads each client's documents into their workspace and starts asking what is missing instead of opening the spreadsheet.
Scanned files go through image reading. A document past its expiry date leaves the answers on its own.
Comes ready
- Accounting profiles by specialty, by tax regime and by the client's sector
- Templates for the accounting close, external and internal audits, physical inventory, accounts payable and receivable
- Review and approval by a second person, with the previous version kept
- Fifteen field types on the board, repetition by period and a due-date warning 24 hours before and on the day
- Image reading for scanned documents, and an expiry date that pulls the document out of the answers
Your firm decides
- Which document types require review and approval before they count
- Who goes into each client workspace, and with which role
- The stages, the fields and the frequency of the close board
- Which systems to connect — the ready-made ones from the catalogue or your own, through its bridge address
Questions from people who work in accounting firms
The doubts that show up before the signature.
Start with the close
Publish the checklist. Let the board do the chasing.
Create the account, pick the Accounting Close Checklist from the library, publish it with review and build the board for a single portfolio. If you would rather see it first with your firm's own shape, book a demo with the team.