White-label client portal UAE accountants run with the ledger inside

A clinic owner in Al Ain signs in on your firm’s page and uploads a month of supplier bills and the FAB statement. She raises patient-group invoices, checks which insurers have not paid and downloads a profit and loss statement on your template before a meeting with her partner. Every screen shows your firm’s name and colours.

When she has a question, she can ask the AI in plain English, for example “how much did we pay in rent this year?”, and get an answer from her own books. Questions that need judgement still come to your team.

Your staff work from the firm console. It shows each client company’s close status and the items waiting, such as unapproved bills, unmatched statement lines and invoices missing a customer TRN. A manager can sort the list by what is outstanding and hand work to the right person.

Because the documents and the books live in one place, nobody has to download an attachment from a portal and re-enter it. The source file stays attached to the transaction, which saves time when the FTA or an auditor asks for evidence.

• Uploads of bills, receipts and bank statements in PDF, CSV or Excel
• AI reading of Arabic and English documents
• Approval steps for bills and expense claims
• Reports and invoices on your firm’s templates
• Unlimited firm staff logins

HelloBooks is not a document management system for engagement letters, KYC files or signed audit reports. Many UAE firms keep a separate tool for those. If your practice needs a document request template, a client checklist or a report pack inside the branded space, ask at /book-a-demo or hello@hellobooks.ai and we will agree scope with you.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.