AI automation for accounting and finance: e-invoice, GİB reconciliation, VAT/withholding

E-invoice processing, GİB reconciliation, VAT/withholding return preparation and monthly close — systematise the peak-season workload of an accounting firm with AI.

Sectors: Finance & Accounting

  • Hundreds of monthly e-invoices and e-archive PDF invoices are manually keyed into the accounting system; data-entry errors cause inconsistencies in VAT returns.
  • GİB e-invoice portal data is not cross-checked with the accounting system until month-end close; discrepancies explode as a "crisis" in closing week.
  • A client portfolio spanning Logo Tiger/Luca, Mikro and Eta requires custom reporting routines per client, eating weeks of billable time.
  • E-invoice processing robot: reads GİB UBL-TR format, suggests line-level accounting codes, auto-posts to Logo/Mikro/Eta; flags VAT-rate anomalies for human approval.
  • Continuous GİB reconciliation flow: e-invoice records in the accounting system are automatically cross-checked against the GİB portal daily; when a gap is detected a same-day alert fires — intervene before closing week.
  • Multi-software client portal: pulls each client's accounting data from their respective system, produces a standardised monthly report (trial balance, cash flow, VAT summary) and makes it available for the client to download from the portal.

Example: An SMMM accounting office in İzmir serving mainly SME clients

3 SMMMs, 2 accounting specialists, 87 active clients; 71 % of the portfolio on Logo Tiger, 21 % on Mikro, 8 % on Eta. Monthly close window: 2 weeks. E-invoice entry, GİB reconciliation and VAT-2 return preparation were consuming 68 % of those 2 weeks. Setviva activated three flows: (1) E-invoice robot — GİB UBL-TR read in real time and posted to all three systems in their native format; 2,620 of the ~2,800 monthly invoice lines processed with zero manual touch; (2) daily GİB reconciliation flow — if any inconsistency appears across 87 clients, a notification fires at 18:00; no "crisis" during closing week in the last 3 months; (3) client report portal — each client logs in to download their own trial balance and cash position; routine reporting time fell from 11 hours/week to 2. The office accepted 14 new clients without rotating out the existing portfolio.