Finanshels, a financial partner for growing businesses in the UAE, now has a new Client Portal. It's now simpler for clients to connect, view updates, and find info. This portal is a fresh take, designed with today's founders in mind, to handle finances, compliance, and daily operations. We aimed to make communication better, data clearer, and to give clients a reliable data source.

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Introducing the New Client Portal: A Finance Upgrade for Your Business

Let's admit it, managing finances and keeping up with the new laws & regulations can be a headache. That's why we're happy to announce our updated Client Portal. Our goal? To give you a helpful, safe, and simple tool for your company's finances.

This isn't just a tweak; it's a new way for businesses to handle their finances and compliance. We listened to founders, business owners, and finance teams to build a central spot that brings together what's vital in your company's financial world. Let’s see what this refresh can do to simplify finance, keep you compliant, and give you easy-to-understand AI advice for making choices, all in one spot.

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Simple Financial Management on One Platform

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The updated Client Portal has a single page, putting everything you need to oversee your company's finances. Imagine having all your files, financial reports, compliance dates, and more in one place. No more switching between multiple apps or spreadsheets. It’s all in one spot, easy to search, and well-organized. You can view and analyse your financial reports, track compliance dates, get all documents in one place, reach out to your team, and send support tickets from the portal. It's set up to cut down on busywork, so you can stay on top of things.

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AI-Driven Financial Advice

One key part of our updated portal is the AI. Financial terms can be confusing, especially if you don't have a finance background. That's why we've used AI to turn tough financial data into simple understandable advice.

The portal gives you financial reports and helps you track your progress, with AI-generated tips. These tips offer a quick look at your business's health, showing sales numbers, possible issues, and new trends in a clear way. From watching your cash flow to seeing overspending areas, from knowing which products sell the best to optimizing your strategy, you can make quicker choices with more info, without sweating over hard numbers.

This tool helps you stay in charge of your finances, so you can make confident moves for your business. By making finances easier to grasp, we help you focus on what's truly important: business growth.

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Safe and Organized Document Management

Our updated portal also features an organized Document Management System. It’s important to keep your important papers safe and easy to grab whenever needed. The new portal gives you a spot to store your legal, financial, and compliance documents in one place.

No more searching through files or emails to find a key document. Everything is stored in folders with clear names, so you can find what you need. Be it contracts, financial statements, or tax documents, you can store and find your documents without wasting any precious minute.

This system also helps you follow the UAE Federal Tax Authority (FTA) laws & rules, so you can ensure your records are properly maintained. Keeping good records isn't just good business, it's also the law. By using our document management system, you don't have to stress about losing documents and can stay compliant with the rules without worry.

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Simple Compliance Management

Keeping up with filing dates can be tricky, mainly if you're running a growing business with requirements. That's where the compliance part of our updated portal comes in.

This feature watches essential deadlines like VAT filings, license renewals, and document expiration dates. You can add your own compliance dates with schedules, setting reminders for details specific to your business. The system sends reminders before deadlines, letting you get ready and avoid penalties.

The calendar allows you to view all upcoming requirements in one place, making it simple to stay compliant. Now, you can focus on your business without concern for missing deadlines or fines for late submissions.

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Better Communication and Support

We know that solid communication is key for a great working connection. That's why the updated portal has a Support Ticket System. You can send requests, add documents, and track how your questions are answered. Whether you have a technical issue or need help with a financial topic, you can send a ticket and get updates until it's taken care of.

This system makes sure everyone's accountable and that things are above board, so you can always know where your request stands. You can even track the status of your ticket, so no question slips through the cracks.

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We've also added a referral feature to the portal. Clients can send referrals directly through the platform for us to keep track of. If you're suggesting our services to a friend or business partner, you can easily refer them, and we’ll manage the rest.

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A Gradual Release

Switching to a new platform can be a change, so we’re rolling out the updated Client Portal slowly. This lets us get feedback from our current clients, make changes, and ensure the platform works well before we add new clients.

Don't worry; all your data will be safely moved into the portal, making the switch smooth and your info safe and easy to access. By the time we offer the portal to new clients, we’ll have learned a lot from this first release to make the user experience better.

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What's Coming?

Though we’re excited about what we’ve released, this is only the start. We’re set on making the platform better so that it can do more for you. In the next few months, we’re going to improve automation, add better compliance scheduling, provide advanced integrations, and change the feel based on how you use the platform.

Our goal is to make your business finances easy, so you can focus on what's important: growing your business without worry. As we keep improving the platform, we’ll work closely with our clients to ensure we’re meeting your needs and making your financial tasks simple.

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Finanshels: Your Business Finance Ally

At Finanshels, we get the challenges that founders face when running their finances. That’s why we’re focused on giving you a platform that meets your needs and helps you take charge of your business's financial future. The updated Client Portal is our way of simplifying business finance and giving you the tools and advice to do well.

With our AI tips, secure document management, simple compliance tracking, and better communication features, we’re confident that the updated Client Portal will make your financial management straightforward, efficient, and safe.

Come back for more updates as we continue to create and improve the platform to help you hit your business goals.

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When you choose Finanshels, you’re not just getting a financial tool, you’re partnering with experts who get your specific challenges and are focused on giving you the solutions you need to succeed.

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