Advisory Overview
Advisory turns your client list into a daily brief. It reads each connected client's Fiskl account, flags what needs doing, ranks it, and helps you write to the client about it.
How Advisory Works Across Your Clients​
Advisory is an agentic workflow that runs across every connected client. It evaluates twelve signals, each with a threshold your firm can change:
- Tax filing due
- Overdue receivables
- Cash runway low
- Current ratio below 1
- Bank feed broken
- Bank feed stale
- Unmatched bank items
- No bank feed
- No recent activity
- Bookkeeping issues
- Year-end planning
- Cash surplus
When a signal crosses its threshold, Advisory creates an item and assigns a priority: Critical, Due soon, Watch, Info or Clear. Your client list is ranked by priority. Within a priority, clients with the nearest deadline come first, then those with the most money at stake.
For overdue receivables, Advisory flags unpaid invoices past their due date. For tax filings, it flags returns due within your warning window or already overdue. For each item, Advisory can draft a client note with AI, using only the figures on screen. You review the draft, edit it, and send it from your own email.
Snoozed and dismissed items keep the reason on record.
What Advisory Does​
Most accountants find out about a problem when the client calls. Advisory flags it first. It watches a set of signals across every connected client and raises an item when one crosses your firm's threshold. It also flags good news worth passing on, such as a healthy cash balance.
With Advisory you can:
- See at a glance how many clients have a compliance, cash, housekeeping or opportunity item
- Work through the day's items by type, or scan every client in a dense list
- Open one client to find out what fired, the figures behind it, and what has already been done
- Draft a note to one client, or one note per client for a whole group, using only the figures shown on screen
- Snooze or dismiss an item, with the reason kept on record
- Tune which signals fire, and how sensitive they are, for your whole firm
The Signals​
Advisory watches twelve signals. Each one has a threshold you can change in the advisory settings.
| Signal | What it looks for | Bucket |
|---|---|---|
| Tax filing due | A return falls due within your warning window, or is overdue | Compliance |
| Overdue receivables | Unpaid invoices past their due date | Cash & collections |
| Cash runway low | Cash covers fewer months of outgoings than your limit, or the balance is overdrawn | Cash & collections |
| Current ratio below 1 | Current liabilities exceed current assets | Cash & collections |
| Bank feed broken | A bank connection has stopped working | Books hygiene |
| Bank feed stale | No bank sync for a number of days | Books hygiene |
| Unmatched bank items | Bank lines not yet matched or categorised | Books hygiene |
| No bank feed | An active business with no bank connection at all | Books hygiene |
| No recent activity | Nothing has been booked for a while | Books hygiene |
| Bookkeeping issues | The books check found high-priority findings | Books hygiene |
| Year-end planning | The fiscal year end is close | Opportunities |
| Cash surplus | Cash comfortably covers several months of outgoings | Opportunities |
Buckets​
Every item belongs to one of four buckets, which is how the Advisory view groups the work:
- Compliance — Legal and filing obligations. These have deadlines
- Cash & collections — Receivables, runway and liquidity
- Books hygiene — Your firm's own housekeeping: feeds, unmatched items, inactivity and books findings. These are not written to the client by default
- Opportunities — Something worth bringing to the client proactively
Priority​
Each client, and each item, has a priority. The list is ranked by it, and the definition is shown when you hover over the badge.
| Priority | Meaning |
|---|---|
| Critical | A legal or financial deadline has passed, or runway is under a month |
| Due soon | A deadline within 14 days, or a high-severity finding |
| Watch | A medium finding, or a deadline 15 to 45 days away |
| Info | A low-severity note or an opportunity |
| Clear | No open items |
Within a priority, clients with the nearest deadline come first, then those with the most money at stake.
Status​
Each client also has a status that tells you what has been done about their items:
| Status | Meaning |
|---|---|
| Needs action | Open items, and no note covers them |
| Draft ready | A draft note covers at least one open item |
| Contacted | A sent note covers every open item. Lasts 14 days while the items stay open |
| Snoozed | Every remaining item is snoozed |
| Up to date | No open items |
Before You Begin: Connect Each Client Fully​
Advisory only reads clients that are fully connected to their Fiskl account. Adding a client to Atlas, or accepting their invitation, is only the first half of the connection. The second half completes when an accountant from your firm opens the client's Fiskl account from Atlas for the first time.
To complete the connection for a client:
- Go to Client Management > Clients
- Find the client in the list
- If the row shows Set Up Access, select it to assign yourself to the client
- Select Access Fiskl to open the client's account
After you open the account once, the connection is complete. Advisory picks the client up the next time the view loads.
A client that nobody from your firm has opened in Fiskl shows no signals in the Advisory view. If a client's row is blank, this is the usual reason. See The Client List and Client Page.
Where You See Advisory​
Advisory appears in three places:
- Dashboard card — A Clients needing attention card shows how many clients are urgent, and opens the Advisory view
- Advisory view — A second view of the client list. Switch between Clients and Advisory at the top of the list
- Client page — An Advisory section on each client's page lists their items and the notes you have sent
Who Can Use It​
Advisory has three permissions. Owners, Admins and Members can view and act on items. Only Owners and Admins can change the settings. Viewers can see the Advisory view for every branch but cannot act.
| Permission | What it allows | Default roles |
|---|---|---|
| View advisory | See signals, the Advisory view and note history | Owner, Admin, Member, Viewer |
| Action advisory items | Snooze, dismiss, draft and send notes | Owner, Admin, Member |
| Manage advisory settings | Change signals, thresholds and note tone | Owner, Admin |
See Roles and Permissions to change these for a team member.
Related Topics​
- Working the Queue — The daily routine: pick a bucket, draft the notes, review and send
- The Advisory View — Read the summary tiles, the list and the attention panel
- Advisory Notes — Draft a note to a client with AI and send it
- Advisory Settings — Choose which signals fire and how notes sound
- The Client List and Client Page — Access a client's Fiskl account and complete the connection