Financial Advisors
ERP and Accounting Software for Accountants
Factorbooks Autonomous ERP lets financial advisors (certified public accountants) and financial consultants manage accounting, tax returns, e-Transformation, client management, finance and reporting on one platform. You can manage the accounting and finance of multiple companies centrally and under control.
Autonomous accounting with AI
Factorbooks automates your accounting data entry to make it faster and easier. It reduces manual errors and helps you focus on accurate data. New modules and add-ons extend its functionality, so you can manage your clients more effectively and strengthen your collaboration.
A digital assistant for financial advisors
Factorbooks lightens the workload of financial advisors by making general accounting, finance management, inflation accounting and tax management autonomous. It helps prepare tax returns quickly, organize financial reports and run up-to-date inflation accounting calculations, and supports regular tracking of tax processes.
Easier accounting and financial processes
- General AccountingThe General Accounting module of Factorbooks Autonomous ERP is an AI-powered solution that lets businesses manage all their accounting processes quickly, easily and in a controlled way.
- Current Account ManagementManage customer and supplier relationships in an orderly, reliable and practical way. Keep your cash flow under control by automating all current account movements in your commercial activities.
- Cash & Treasury ManagementDesigned to help businesses manage their financial resources effectively. It optimizes the balance of income and expenses while keeping your cash flow under control and minimizing financial risks.
- Loan ManagementSimplify your financial processes by effectively managing your loans' payment plans, loan accruals and installment payments.
- Credit Card ManagementMaintain financial control by tracking customer credit card payments, POS collections and accounts while managing company credit card lists and transactions.
- Cheque & Promissory Note ManagementMakes it easy to manage your cheques and promissory notes. Creates batch slips and lists, and simplifies tracking of customer and company cheques and promissory notes.
- Leasing ManagementEasily track all leasing contracts, payment plans and accounting processes, and manage complex operations quickly and in a controlled way.
- Factoring ManagementSimplifies tracking of cheques and promissory notes, management of invoice lists and submission to factoring. Improves cash management by organizing financial flows.
- Insurance ManagementProvides comprehensive coverage by effectively tracking insurance policies for your business assets, employees and financial risks.
- Guarantee ManagementSimplifies the tracking, evaluation and management of collateral. Organizes collateral documents, guarantee processes and collateral relationships to minimize risks and ensure secure transactions.
- Advance & Expense ManagementEnables businesses to manage advances, salaries and expenses effectively. Speeds up financial transactions by simplifying advance and expense approval flows, and optimizes cash flow and control.
- Approval ManagementDigitizes approvals in financial processes such as advances, expenses, payment plans and payroll for fast, orderly management. Speeds up decision-making and increases operational efficiency with automatic notifications and AI-assisted verification.
- Payment ManagementManages advances, staff payroll, expenses, spending approvals and payments in a central system. Makes payments easier to track and speeds up processes.
- Rent ManagementTracks rent paid and received, manages lease contracts and organizes payment processes, giving you full control over rental income and expenses.
- Subscription ManagementManages subscriptions for all recurring services such as electricity, natural gas, water, phone, internet and HGS (toll payment), and organizes bill tracking and payments. This provides cost control per subscription and regular tracking of payments.
- Receivables ManagementManages risk by monitoring customer and general receivables. Simplifies processes such as close follow-up, administrative and enforcement proceedings, and keeps receivables secure. Tracks receivables that have been collected, are to be assigned or are to be returned.
- Materials ManagementOrganizes products and materials with category and brand lists. Tracks stock movements to keep materials management efficient and orderly.
- Project ManagementManages project information, project movements and all related transactions (sales, purchasing, collections, payments). Keeps every stage of your projects under control with cost tracking and document management.
- Asset ManagementTracks fixed and intangible assets, vehicles, and assets leased in and leased out. Organizes asset movements and depreciation.
- Revenue ManagementEffectively manages all of your company's revenue sources, including service groups. Tracks ordinary and extraordinary income. Analyzes operating revenue to increase your profitability and optimize your revenue.
- Expense ManagementOrganizes all your expenses by activity group. Simplifies your financial processes by managing services received, expense vouchers and self-employment receipts.
- Tax ManagementAutonomously prepares all tax processes, including VAT, withholding, provisional tax, corporate tax and income tax returns. Tracks carried-forward taxes to simplify your business's tax compliance and save time.
- SGK ManagementSimplifies bulk submission, approval and tracking of withholding and premium service returns and employee start and termination notices to the Social Security Institution (SGK). Regularly emails approved notices to companies, creates staff cards automatically and adds sick leave information to payroll.
- Capital & AffiliatesEasily manage your company's capital structure, partnerships and capital movements with Factorbooks. Offers practical solutions for debt and receivable tracking, capital commitments and collections.
- Opening TransactionsCreates the opening trial balance to start the fiscal year, defines financial openings and carry-forwards, manages carry-forward transactions and automates accounting processes.
- Human Resources & PayrollSimplifies core processes such as staff information, timesheets, leave, advances and payroll management. Handles employee onboarding and offboarding and document management. Runs all staff operations effectively with severance, notice pay, e-SGK, PDKS (attendance tracking) and assigned equipment management.
- e-Transformation ManagementIn addition to transactions such as e-Invoice (e-Fatura), e-Archive Invoice (e-Arşiv), e-Ledger (e-Defter), e-Waybill (e-İrsaliye), e-SMM (e-Self-Employment Receipt) and e-MM (e-Producer Receipt), it easily manages e-banking and e-commerce transactions so you can run your digital processes in a compliant and efficient way.
- Analytics and ReportingAnalyzes financial, commercial, fiscal and management reports as well as performance reports in real time, so you can assess your business's position comprehensively.
Key benefits of Factorbooks for financial advisors
Automatic Opening Balance Sheet From Commercial and Financial Opening Entries
Factorbooks performs all the calculations required at the start of your commercial and financial transactions and automatically creates an opening balance sheet. This feature speeds up accounting processes and minimizes the margin of error.
Smart Matching System That Works Automatically Across Currencies and Transaction Types
The smart matching system, with multi-currency support and different transaction types, lets users easily track complex financial transactions.
Real-Time Costing and Inventory System Using the Perpetual Inventory Method
With real-time inventory and cost tracking, you can monitor your business's stock position as it happens. The perpetual inventory method helps you make better decisions.
Advanced Banking Module That Supports Different Deposit Types
This module enables detailed management of deposit accounts and delivers high efficiency in your banking transactions.
Income and Expense Management by Activity Group and Sub-Group
By separating your income and expenses into activity groups and sub-groups, you can perform detailed financial analysis.
Expense Allocation Across Multiple Expense Types at Invoicing
By allocating invoice costs across different expense types, you can manage accounting records more accurately.
Business Advance Module With Approval Flows for Staff and Partners
You can manage business advances given to staff and partners through approval flows and strengthen financial discipline.
Highly Advanced Expense Module for Bank, Cash, Credit Card and Staff
With detailed expense management, you can record all your financial spending transparently and in an orderly way.
Automatic Module for Order Advances Received and Paid
Automatic processing of order advances simplifies your financial processes and saves time.
Real-Time Product, Invoice and Customer Profitability Calculation
With real-time profitability calculations, you can assess your business's performance instantly.
Real-Time Multi-Currency Capability Across All Modules and Transactions
The ability to work in different currencies makes things much easier for businesses engaged in international trade.
Multiple POS Modules With Advanced Payment Plans Linked to Deposit Accounts
Provides a POS system integrated with your deposit accounts, with advanced payment plan features.
Corporate Credit Card Module With Period-Based Limits
You can manage your corporate credit cards with period-based limits and keep your financial risks under control.
Works Without Setup Definitions or Parameters
Its user-friendly design works without requiring parameter definitions, saving you time.
Automatic Robot That Creates Symmetrical Accounting Entries During Transactions
Automatically creates your accounting records symmetrically and minimizes errors.
Financial, Commercial and Accounting Functions Working as One
Thanks to its integrated structure, you can manage finance, commercial and accounting processes on a single platform.
Accurate Tax Module That Creates Accrual Vouchers Like a Tax Office
Lets you manage your tax transactions easily and in a controlled way.
Advanced Subscription Module
You can manage your subscription transactions in a detailed and orderly way.
Highly Detailed Asset Module That Creates Each Asset Individually With Its Linked Objects in Its Own Class
Classifies and manages your assets in detail, so you can analyze your financial statements more clearly.
Rent Module That Links Rents Paid and Received to Assets on an Accrual Basis
You can manage your rental income by linking it to assets on an accrual basis.
Incoming e-Invoice Module That Autonomously Imports Incoming Invoices Across Invoice Types, Correctly Linked to All Related Objects
Easily process your e-Invoices (e-Fatura) to speed up your accounting processes.
Automatic Non-Deductible Expenses Module
Automatically classifies and reports your non-deductible expenses (KKEG).
Automatic Valuation and Depreciation
Automates the valuation and depreciation processes for your assets.
Automatic Module for Next Month and Next Year Income and Expenses
Automatically plans income and expenses for future periods.
Cancellation Transactions That Follow Defined Procedures in Every Module
You can easily perform cancellations in every module according to defined procedures.
Live Statements and Account Summaries
View your account statements and summaries in real time.
Detailed Project Tracking and Project-Based Matching System
Track your projects in detail and perform matching on a project basis.
Credit Limits by Bank
You can track and manage your bank loans by limit.
Capital and Affiliate Tracking
You can record your capital and affiliate transactions in detail.
Journal Vouchers That Fill In Line and General Descriptions Themselves
Factorbooks autonomously creates journal vouchers, including line and general descriptions, as well as invoices with AI support. This minimizes the error rate in your accounting processes and reduces your workload.
Inflation Accounting Support
Professionals using inflation accounting can calculate inflation differences on non-monetary items and capital accounts using the inflation adjustment or carry-forward coefficients automatically transferred each period from the Turkish Statistical Institute (TÜİK) to the Factorbooks system. You can easily transfer these calculations to journal entries.
Autonomous Tax Return Preparation and Easy Approval
Tax returns are prepared from accounting records and completed with the financial advisor's approval.
Step into the future of business management with Factorbooks
In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.