Invoice Analysis for Accountants With Many Clients
You keep the books for dozens of companies, and your clients increasingly ask "where did the money go last month?" Here's how to produce and hand over a per-client analysis dashboard without building a separate Excel report from scratch each time.
Many Clients, Many Reports
An accounting firm keeps the records and filings for dozens of companies. But clients no longer wait only for their declarations; they show up with questions — "which supplier did I pay the most?", "how did my VAT burden break down?", "where did I spend more this month than last?" That's analysis work, well beyond bookkeeping.
Building that report in Excel for a single client is doable. The trouble is repeating the same work for every client — as the client count grows, the effort grows in lockstep.
The Manual Way: One Excel per Client
The familiar routine: stand up a separate workbook for each company — dump the invoices, total them by supplier, separate out the VAT, draft a summary, and send it over.
What wears you down is that the work is repetitive:
- Rebuilding the same pivots from scratch for every client.
- A format that drifts from office to office and from period to period.
- Extra hours just to produce something presentable to the client.
- Doing all of it over again, every single month.
The real value for a client comes from the analysis that sits alongside the filing. But building that analysis by hand for every client rarely fits an office's time budget.
Producing a Dashboard per Client
Standardize the workflow and you can produce the same quality of analysis for every client in minutes. EFaturaFlow turns each client's e-invoices into a structured analysis and packages it as a file you can hand straight to the client.
Upload the company's e-invoices for the period (PDF or HTML). The client can download these from their accounting software or the Turkish Revenue Administration (GİB) portal and send them to you.
Supplier distribution, VAT breakdown, line-level detail, and period-over-period trend are prepared automatically. Same structure, same quality, for every client.
Download the dashboard as an offline HTML file or Excel and email it to the client. No account, no login required on their end — the file works entirely on its own.
What You Gain
- Minutes per client: Instead of rebuilding each report from scratch, it's upload, generate, send.
- A consistent, professional format: The same quality of output for every client.
- A value-added service: An office that delivers analysis alongside the filing stands apart from plain bookkeeping.
- A shareable deliverable: Offline HTML or Excel — no login needed for the client.
Manual vs. Automated: The Practical Difference
| Step | Manual | With EFaturaFlow |
|---|---|---|
| Setup per client | From scratch for each company | Same workflow, no repetition |
| Format consistency | Drifts from file to file | Standardized output |
| Depth of analysis | Limited by available time | Supplier + VAT + line detail + trend |
| Delivery to client | Hand-built summary | Offline HTML / Excel, ready to go |
This workflow runs on the Detail List plan, which produces line-level analysis. You can compare the plans on the pricing page.
Try It With One of Your Clients
Upload one company's invoices and see the analysis dashboard you can hand straight to the client.
15 days free, no credit card required.