Dashboard
Sales Pipeline
Recent Activity
KYC completed for Gulf Star Logistics
2 hours ago
New lead captured: Zenith Trading
4 hours ago
Team assigned to Crescent Capital CT engagement
Yesterday
Trade License expiring: Al Habtoor (10 days)
Yesterday
Fee finalized for Phoenix Digital — AED 35,000
2 days ago
KYC Expiring Soon
View AllAl Habtoor — Trade License
10 days left
Noor Healthcare — EID (Y. Al Noor)
16 days left
Phoenix Digital — Passport (D. Kramer)
24 days left
Leads
Capture and manage sales & pre-closed leads
| Company | Type | Channel | Entity | Services | Stage | Date | Actions |
|---|
Sales Pipeline
Drag leads through the sales process
Clients
Manage onboarded clients and their engagements
| Company | Entity | Status | Engagements | KYC | Manager |
|---|
Al Habtoor Trading LLC
Active Engagements
Compliance Guard
Monitoring 42 active entities for documentation validity
Immediate Risk (<30d)
Blocking 2 active engagements
Pending Renewal (<60d)
Scheduled for automated follow-up
Upcoming (<90d)
Ready for document request
| Entity / Client | Document Logic | Validity | Urgency | Execution |
|---|
Active Engagements
Managing 128 recurring service contracts across all entities
| Client & Service | Billing Logic | Assigned Team | Lifecycle | Action |
|---|
Operations Board
Tracking 23 active workflow items
Requested
In Progress
Awaiting Docs
Completed
System Transaction Audit
Comprehensive log of all automated and manual processing activities
| PRN Code | Company & Applicant | Process / Source | Execution Date | Outcome | Tier |
|---|
VAT Return Filing — Q1
System Control
Configure entities, managing partners, and security roles
Active Entities
FINACCRU Advisory
5 services · 18 clients
FINACCRU Audit & Assurance
2 services · 12 clients
Service Portfolio
VAT Filing
FINACCRU Advisory
Corporate Tax
FINACCRU Advisory
Audit
FINACCRU Audit
Formation
FINACCRU Formation