Upload the trial balance, see the errors before you file
Calendar, period tasks, documents, trial balance checks and management reports in one place. It works next to your accounting software; it does not keep the books or file returns.
Demo code 246 810
The demo is in Turkish and runs in your browser with sample data; nothing you enter is sent to a server.
| Account | Name | Net balance | Check |
|---|---|---|---|
| 100 | Cash | −18,420.00 | KK02 |
| 102 | Banks | 412,880.15 | Clean |
| 120 | Trade receivables | −6,250.00 | KK05 |
| 153 | Merchandise | 1,284,650.40 | Clean |
| 320 | Trade payables | −736,104.90 | RK10 |
5 of 74 main accounts
Who it is for
Accounting firms
Single office or with branches; dozens or thousands of clients. Branch and role permissions, staff workload, document reminders and fee tracking.
Accounting teams of company groups
Teams that run a holding and its group companies on one screen. Consolidated view, intercompany reconciliation, cash forecast and a management report per company.
Once uploaded, every account goes through the rules
21 rules based on the Turkish uniform chart of accounts: balance, reversed balances, negative stock, high cash, capital loss. An account with a finding takes the colour of its level, with the reason and the suggested correction next to it.
Lucy Agent is Riseluc’s agent. She guides you through this page and is not part of RiseFinans. The findings come from RiseFinans’s check rules.
ErrorKK02100 Cash−18,420.00
Finding Cash shows a credit balance
Suggested correction Cash cannot go negative. Correct the unrecorded receipt or the overpayment.
Deadlines are calculated from rules, never typed in
Every obligation has a rule. If the rule date falls on a weekend or a full public holiday, the deadline moves to the next working day (Tax Procedure Law art. 18); a half-day holiday eve does not move it. The legal basis is shown on the task.
- Period
- October 2026
- Obligation
- KDV1 · VAT return
- Rule date
- 28th of the following month · VAT Law art. 41
Hatched day: weekend or full public holiday. Half-hatched day: holiday eve (half day).
- Rule date
- 28.11.2026 Saturday
- Legal deadline
- 30.11.2026 Monday
- Basis
- Saturday and Sunday are not working days; the deadline moves to the next working day (Tax Procedure Law art. 18).
One month, four stops
Tasks appear on the 1st, and at month end the tax accrual goes to the client. In between, missing and late work shows up by name.
1st of the month
Tasks are created
VAT, withholding, provisional tax and stamp duty tasks are assigned from each client's obligation profile.
November 2026 tasksSample- VAT · October30.11.2026
- Withholding · October26.11.2026
- Stamp duty · October26.11.2026
- Provisional tax · Q317.11.2026
4 tasks assigned
Documents
Missing items requested
On the 5th and 15th each client gets a single email; after the third reminder a “call the client” task is opened.
Document request · Defne TekstilSample- Bank statementsReceived
- Sales invoicesReceived
- Cash bookWaiting
- Expense vouchersWaiting
Reminders on 5 and 15 November, one email
Review
Trial balance checked
Findings appear once the trial balance is uploaded; the return summary is reconciled and a second person reviews.
Trial balance check · October 2026Sample- Errors2
- Warnings4
- Notes3
Reviewed by a second person
Month end
Accruals and reports
Tax accruals are matched and sent to clients; the management report and consolidated view are ready.
VAT · October 2026Sample- Accrual PDFMatched to task
- To the clientSent
- Management reportReady
Task: Completed
Next month the same flow starts again with the new period.
The preparer cannot approve their own check
Every period task goes through six stages. With the four-eyes rule on, the person who prepared a task cannot approve its check; the rule is enforced on the server too.
- An intern can take a task no further than Preparing.
- Every transition is written to a log that cannot be deleted, with who and when.
- The approval step can be switched off in the firm settings, and so can the four-eyes rule.
- Awaiting documents
- Preparing
- In review
- Awaiting approval
- Submitted
- Completed
- Prepared by
- Ayşe Koç
- Reviewed by
- –
Four-eyes rule on: the preparer cannot approve their own check.
The whole month of work, with deadlines and their legal basis
Anything that arrives automatically can also be entered by hand; no core flow depends on an outside system.
Filing calendar and tasks
Each period's tasks are created from the client's obligation profile.
- VAT, withholding, provisional tax, stamp duty, e-ledger and annual returns
- Weekends, public holidays and deadline extensions are applied; the legal basis is shown on the task
- Table, kanban and calendar views; overdue count in the menu
- Six-stage flow with a four-eyes rule
Companies and registry
Everything about a client on one tabbed card.
- Tax ID and national ID check-digit validation
- Import the client list from Excel in 4 steps; invalid rows are listed separately
- Capital, shareholders, signing authority and official documents, compared with the trial balance
- e-document usage and e-seal expiry tracking
Documents and tax accruals
Missing documents are requested, received ones are archived.
- Document requests with rule-based reminders: one email per client
- Clients upload to that request through a time-limited link, without an account
- Tax accrual PDFs are matched to the period task and sent to the client
- Every file keeps an integrity hash and its legal retention period
Trial balance checks
21 rules based on the Turkish uniform chart of accounts.
- Excel trial balance from your accounting software; unknown sheets are mapped by hand
- Balance, reversed balances, negative stock, high cash, capital loss (TCC art. 376)
- Finding status and reason; a task can be opened from a finding
- The VAT return summary is reconciled with the trial balance
Reports, consolidation and cash
The management report is built from the trial balance.
- Management report with rule-based commentary: balance sheet, income statement, ratios
- Group companies side by side; intercompany balances matched both ways
- Cash position, 6-month cash forecast, budget against actuals
- Internal assessment by sector profile; not a credit rating
e-Notices, fees and administration
The firm's own work lives in the same place.
- e-Notice service date; deadlines for lawsuits, settlement and penalty reduction
- Monthly service fees, collections and receivables
- Users, branches and roles; a change log that cannot be deleted
- Support staff see your data only through time-limited, read-only access you grant
What we deliberately do not do with your data
Firm data is separated in three layers: application filters, row-level security in the database and a separate database role.
- No tax or social security portal passwordsPortal passwords are never asked for or stored; there are no automatic portal logins.
- A change log that cannot be deletedEvery action is recorded with user, time, old and new value.
- Role and branch separationA user of one branch cannot see another branch's clients in lists, search or by address.
- Excel only carries dataFiles are read into a staging table, validated and previewed; nothing is saved without your approval.
- Data to be kept in TürkiyeFiles are never served from the web root; they are always delivered as downloads.
- Nothing pretends to workParts still in development are marked with a phase badge inside the product.
Where we are
RiseFinans is being built in four phases. General availability is targeted for the first quarter of 2027; the date is not final.
Phase 1Now
Core
Two-step login, role and branch permissions, companies and registry, deadline engine, period tasks, documents and archive.
Phase 2
Trial balance and accruals
Trial balance import and 21 rules, management report, consolidated view, cash and budget, accrual matching.
Phase 3
e-Notices and collections
e-Notice deadlines (after tax-lawyer review), fees and collections, support access.
Phase 4
Growth
Intercompany elimination; withholding, social security and prepaid tax reconciliation.
Frequently asked
Does RiseFinans replace my accounting software?
Does it ask for my tax or social security portal password?
Where do the deadlines come from?
Do my clients need an account?
How do I sign in to the demo?
Is Lucy part of RiseFinans?
Do I need a Riseluc account?
When can I use it, and what does it cost?
Open the sample firm yourself
The demo opens with a sample accounting firm: clients, tasks, calendar, documents and trial balance checks run on sample data. Pick a role and enter the code. The demo is in Turkish.
Demo code 246 810
The demo is in Turkish and runs in your browser with sample data; nothing you enter is sent to a server.
Shape the first version with us
If you want to run one monthly filing cycle of your firm with RiseFinans, become a design partner; your feedback sets the product's priorities. Include your firm's name and roughly how many clients you serve: info@riseluc.com
Become a design partner