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Financial Analysis and Management Reporting

Our financial analysis and reporting service takes the trial balance from your accounting software, reviews it end to end the way an FP&A analyst would, and turns it into a management report. Which account has an error, which line has deviated from budget and why, where profitability is leaking and where there is room to improve: you see all of this every month, before you make the decision. The report is built around your company's strategic questions: are we growing, are we profitable, will cash last over the coming months?

🎬 Explore the Live Demo 📱 Message on WhatsApp Free Discovery Call →

Published: 18 October 2026 · SmartBodrum — Bodrum, Muğla, Türkiye

Do These Problems Sound Familiar?

The records are with your accountant, but the information you need to run the business isn't in front of you.

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The report arrives after the month is over

You see last month's figures on the 20th. The moment to decide has passed; the report is just history now.

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Hours lost in Excel

Taking the trial balance, building pivots, comparing with last month, drawing charts... The same manual work every month, with the risk of formula errors on top.

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Cash surprises

When salaries, taxes and supplier payments fall in the same month, nobody can say in advance what will be left in the bank.

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Variances are noticed too late

Cost lines that creep up quietly are only noticed months later. Without an early warning, a small variance turns into a big loss.

How Does It Work?

Your accountant's workflow doesn't change. We build the system on top of how you already work.

STEP 01

Data Connection

Your monthly trial balance (a Logo, Luca or Mikro export — Excel/CSV) is uploaded or pulled automatically.

STEP 02

Account Mapping

Your chart of accounts is mapped to a management view: revenue lines, cost groups and budget targets are defined.

STEP 03

Checks and Analysis

Accounts are checked for consistency, budget variances are identified together with their causes, and the cash outlook and unusual movements are reviewed. Findings are written in plain language.

STEP 04

Automated Report

The monthly management report arrives ready in your email/WhatsApp. You get an instant alert on critical variances.

What Is Reported?

📊 Budget vs actual — monthly / quarterly / annual variance 🧾 The cause of each variance — traced automatically from sub-ledger entries 🌊 Profit bridge (waterfall) — from revenue to net profit 📉 MoM / YoY trends + margin heat map 🚨 Anomaly and unusual-expense detection 📝 Management commentary: what happened, why, and what to do (in your inbox every month) 🔌 The trial balance can be pulled automatically from your accounting system via API 🧾 Invoice Audit Robot (TR) — finds off-contract and duplicate lines in supplier e-invoices 💸 Payment follow-up system (TR) — automatic reminders for overdue invoices, aging table

🎬 See it before you decide: the live demo has a sample trial balance loaded — explore the visual summary, profit bridge, budget variance and management commentary yourself. The panel also includes a step-by-step guide. (The demo is in Turkish.)

Open the Demo → mizan-demo.vercel.app

What Kind of Routine Do You Get?

How the system works:

Minutes

from trial balance to management report

No waiting

for month-end close to see an up-to-date management view

Same every month

same data, same calculation, no manual formulas

24/7

anomaly monitoring and alerts

How Does Pricing Work?

We work on a one-time setup + monthly subscription model. The price depends on the data sources, the report scope and the number of companies.

We give you the exact figure in a free 30-minute discovery call where we look at your business — no surprise costs. If you like, we can also show a demo analysis on a sample trial balance.

Ask for a Quote on WhatsApp

Frequently Asked Questions

The monthly trial balance exported from your accounting software (Excel/CSV) is enough. If you like, bank transactions and budget targets can be added to enrich the cash projection and variance analysis.

Yes. It works with the standard trial balance exports of Logo, Luca, Mikro and similar accounting software. You don't need to change the file format your accountant sends.

No, it complements them. Your accountant keeps the books; the system turns those records into a management view: where the money goes, which line went over budget, whether cash will be tight next month. You get the report you need for a decision without waiting for it.

Your data is processed in an environment set up for you and not shared with third parties. On request, the setup can run entirely on your own infrastructure (self-hosted); a confidentiality agreement is signed.

A standard setup usually goes live in about 2 weeks: mapping your chart of accounts and designing the report template in the first week, testing and the first automated report in the second.

Pricing follows a one-time setup + monthly subscription model and depends on the data sources, the report scope and the number of companies. In a free 30-minute discovery call we look at your needs and give you a clear quote.

Let's Look at Your Numbers Through a Finance Professional's Eyes

In a free 30-minute discovery call, let's go through what you could see from your own trial balance.

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