SkyBoard is a Microsoft SharePoint site we set up in your name, configured around the GST reconciliation cycle. TraCarta drops the reports and source PDFs into it. Your team uploads what we need for the next cycle. The interface is Microsoft 365, the one your finance team already opens every day.
One site per client. One folder per financial year. Three subfolders that hold the cycle.
Every B2B SaaS company in this space builds a custom portal because portals look like product. The truth is unfashionable: a custom portal forces your team to learn another login, another nav, another “export to Excel” button on a screen that’s worse than the Excel they already had. We chose not to charge you that tax.
SharePoint out of the box is general-purpose. The structure is what makes it useful for GST reconciliation on day one. We set it up the same way for every client because the GST cycle has the same shape for every client.
Where your team uploads the booking exports, GSTR-2B downloads, GSTIN masters, and supplier correspondence we need to run each cycle. We pick up new files as they land. One folder, one workflow, no email attachments lost in threads.
Every airline tax invoice, credit note, and debit note SkyDox pulled from the GST portals. Organised by airline and cycle, indexed by PNR. The evidence layer. When your CA asks for a specific document, your team finds it in seconds.
Where TraCarta lands the cycle xlsx. One file per filing cycle, multi-sheet, with the eight verdicts mapped, the recoverable position computed, and the supporting line-level evidence. Open in the Excel your team already has.
When the financial year closes, the whole FY 2024-25 folder becomes the audit pack. Share read-only with your CA; everything is already in place.
Hunt the shared drive. Find the right folder. Realise three sub-folders are named “final.” Zip the right one, run into the 25 MB email cap, upload to WeTransfer. Wait for the CA’s “the file is corrupt” email. Re-zip. Repeat for three more requests over the next two weeks.
— how every finance team in India spends statutory audit season.
Open the workspace. Right-click the FY 2024-25 folder. Click Share. Type the CA’s email. Set access to read-only, expiring 30 April. Hit send. The CA gets a link to the live folder, with every cycle’s recon report, every airline invoice, every client input already in place. They browse. They don’t email you for the next thing.
— ninety seconds, on their phone, between meetings.
The reason we don’t feel the need to build a portal is that the hard parts of a portal are already solved, by a company with thirty thousand engineers working on the problem. We chose to put our engineering elsewhere.
If we drop a corrected report, the previous one stays. If your team uploads a booking export and revises it, both stay. “Which one is the final” becomes a non-question. We didn’t build this; SharePoint did.
Every file open, download, edit, and share is logged at the tenant level. When your statutory audit asks who accessed the FY 2024-25 pack, the answer is a Microsoft 365 admin report. We didn’t build this; Microsoft did.
External CAs sign in with their own Microsoft account or an email-based one-time code. Read-only, date-scoped, revocable. We didn’t build identity; Azure AD did.
iOS, Android, the browser on a tablet. We didn’t build apps; Microsoft already ships them and updates them every quarter.
Co-authoring, comments, threaded review. The workbook stays in SkyBoard rather than on someone’s laptop. We didn’t build co-authoring; Excel did.
Backed by the same infrastructure your CFO already trusts for the company email. Not a number we made up for a sales deck.
The TraCarta engine, SkyDox, SkyLedger, and SkyIQ, runs exactly as it did before. Invoices are still pulled from every airline GST portal, still triangulated against GSTR-2B and your booking record, still assigned the eight verdicts that drive the recoverable position. The only thing that changed is where the result is delivered.
Logs into every Indian airline GST portal, pulls every tax invoice in bulk, every cycle. The PDFs land in the Airline Documentation folder.
Reconciles airline invoice against GSTR-2B against your booking. Assigns the eight verdicts. The output is the cycle xlsx that lands in Recon Report.
Drafts the journal entries the verdicts imply. Drafts appear in the recon xlsx; SkyConnect can also post directly to your ERP.
No. The SkyBoard site lives in TraCarta’s Microsoft 365 tenant. Your team signs in as guests using their existing Microsoft work account; we cover the SharePoint licensing. If a team member doesn’t have a Microsoft account, we can issue email-based one-time-code access instead.
Yes, in TraCarta’s Microsoft 365 tenant, hosted on Microsoft Azure in the India region. We’re the data processor; you remain the data controller. This is the honest tradeoff of the hosted-by-us model: no setup cost or licence cost for you, but your data sits with us. If your governance model requires the data in your own tenant, we’ll consider a hosted-by-you model on request, just not the default.
Microsoft 365’s baseline DLP, audit logging, and retention apply at the tenant level (TraCarta’s). We can configure per-site retention windows and access policies for your workspace. Your organisation’s own DLP policies don’t extend into our tenant, which is worth flagging to your IT lead up front. Data handling & PII →
No per-seat pricing. Add all the seats your team needs, finance ops, controllers, the CFO, internal audit, external CA, within standard Azure AD guest limits (very generous for our use case). Pricing stays tied to invoice volume, not headcount.
Yes. We share the relevant financial-year folder with read-only guest access, scoped to the audit period, expiring on a date you choose. They sign in with their own Microsoft account or an email-based code. They get the SharePoint UI they already know from other clients.
Most of your team already uses SharePoint somewhere, even if just for a Word doc. We run a short walk-through at onboarding, where each library is, where to upload inputs, how to share with auditors. That’s it. There is no SkyBoard-specific UI to learn because SkyBoard is not a UI.
The SharePoint mobile app handles iOS and Android. The most common workflows, opening a file, checking what’s new, downloading the cycle report, work the same as desktop. Microsoft does the device work; we just configure the workspace.
Yes, SharePoint document libraries support custom views natively. Filter by airline, date range, cycle, or any column we’ve indexed. Save views, share with your team, set defaults. We configure a sensible starting set at onboarding.
SkyBoard goes down with it. Microsoft 365’s 99.9% SLA means roughly 8 hours of unplanned downtime per year worst case, usually far less. Since the engine is independent, reconciliation work continues during an outage and lands when the workspace is back up. There is no “urgent action queue” that breaks if SharePoint is briefly unavailable.
We’ll set up a SkyBoard workspace with your logo, your colours, and one cycle of your real reconciliation data already in the libraries. Your team signs in with their existing Microsoft accounts and walks through it. No new portal. No new login. No training session at the end.
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