Accountants
Let your clients' data arrive ready at month end
An accountant's month often goes into waiting for paperwork: a missing invoice, an unexplained bank line, an unanswered confirmation. Müşavir is the tool your client companies use for their daily records, and you look at the same records through the company switcher. Professional judgement and filings stay with you; collecting raw data shrinks.
Get started| Company | Unmatched lines | Confirmations | Status |
|---|---|---|---|
| Atakan Gıda | 0 | 12/12 | ready |
| Koray Lojistik | 4 | 9/11 | missing |
| Deniz Tekstil | 1 | 6/6 | in review |
| Ege Ambalaj | 0 | 3/5 | waiting |
Example view; switch into each with the company switcher
Why month end always starts with chasing data
- Every client sends invoices in a different form: photos, PDFs, email attachments, sometimes paper.
- You ask what a bank line was for and the answer comes days later.
- Current-account confirmations are prepared and tracked one by one for each client.
- Which client is missing what for which month lives in personal notes and memory.
Clean at the client's source, one view for you
Your client companies record sales invoices, expenses and bank statements in Müşavir, and every transaction posts a double-entry journal. You are added to those companies as a user, see the records your permissions allow and do the month-end review.
- Every client company behind one login via the company switcher
- Uniform chart of accounts, trial balance, VAT report, balance sheet and income statement
- Data quality checks: unmatched bank lines, missing documents, unbalanced entries
- Bulk current-account reconciliation for a client with response tracking
An accountant's month with Müşavir
- Day 1
- Switches into each client company and reviews the data quality list: where are the unmatched bank lines or missing documents.
- Day 2
- Assigns the gaps as tasks to the person in charge at the client; each task is linked to the bank line.
- Day 5
- Sends a client's quarter-end current-account confirmations in bulk and follows the replies in one list.
- Day 10
- Reviews the VAT report preview, drilling output and input VAT down to the invoice.
- Day 15
- Compares disputes with the statement the other side uploaded and tells the client which record caused the difference.
- Month end
- Exports the trial balance and account lists and continues professional review and filing preparation in their own software.
Before and after
| With email and folders | With Müşavir |
|---|---|
| A separate folder, login and spreadsheet for each client. | One account, every client company through the company switcher. |
| Bank lines are explained over the phone. | Unmatched lines show up in a list and are assigned to the client as tasks. |
| Invoices arrive in a scattered batch at month end. | Invoices are recorded the day they are issued and their journal posts automatically. |
| Confirmation letters are prepared one by one and tracked by email. | Bulk reconciliation, approval links and automatic reminders. |
| What each client is missing lives in personal notes. | Data quality checks for every company in the same list. |
Where the AI helps
Hand data collection to the assistant
The bookkeeper and reconciliation assistants work on the client company's records. Judgement and approval stay with you.
- "Which bank lines are still unmatched for this company this month?"
- "List the suppliers who have not answered the confirmation."
- "Show the invoices behind this figure in the VAT report."
- "Draft an email to the client about the missing documents."
Frequently asked questions
Can my team and the client's bookkeeper work on the same records?
Yes. The company owner adds each person as a user with role-based permissions, so you, your staff and the client's bookkeeper see the same ledger. Every plan has unlimited users.
Does each client company need its own subscription?
Each company is registered on its own plan; you are added to those companies as a user and switch with one login. Every plan has unlimited users.
Can I move the data into my own accounting software?
The trial balance, account lists and reconciliation list export to Excel. An accounting transfer integration can also be connected.
Does it prepare BA/BS forms too?
BA/BS forms were abolished by VUK General Communiqué No. 565 for September 2024 and later periods. Reconciliation in Müşavir means current-account reconciliation.
Can my client limit what I see?
The company owner grants permissions and decides which modules are open to you. Usually accounting, reconciliation and files are opened.
Related
Bookkeeping →
Invoices, expenses and bank lines in one ledger; VAT report and trial balance ready.
E-Reconciliation →
Send balance confirmations by link; approvals, disputes and reminders in one list.
Month-end close →
A step-by-step month-end checklist, from bank matching to VAT and reconciliation.
Accounting firms →
The firm's own work: per-client tasks, monthly templates, document requests and fees.
Files →
Company storage, folders, previews and documents on each customer record.
Bring your clients into the same routine
Invite your first client company and try your month-end checklist on its records.
Get started