White-label partner onboarding UAE: from demo to first client

Each step has a clear owner, so nothing stalls while each side waits for the other.

• Demo: we walk through the product with your partners and discuss your client base
• Terms: founding firms agree founding-firm terms, including the licence and client plan discount
• Brand pack: you send your logo, colours, firm name in English and Arabic, and invoice footer text
• Set-up: we build your branded sign-in page, app name and document templates on a hellobooks.ai subdomain
• Test client: your team creates a dummy company, raises a tax invoice, uploads a bill and a statement, and checks the result
• Training: your staff learn the firm console, review steps and the AI agent’s suggestions
• First clients: you invite one or two friendly clients before rolling out widely

Start with clients who already send documents on time and whose books are not complicated. A Sharjah consultancy with forty transactions a month and one bank account is ideal. A multi-entity contracting group with retentions and three currencies is better as client number ten, once your team knows the software.

For each first client, agree a simple routine: when bills are captured, when the statement is uploaded and when your bookkeeper reviews. Then compare the first VAT quarter with the previous one to see where the time went.

Tell those first clients what is changing and why. Owners in the UAE are used to sending paperwork by WhatsApp or email, so show them the sign-in page, the receipt capture app and the one or two things you need from them each month. A short call in the first week usually prevents a backlog later.

Onboarding is the best moment to ask for a bilingual invoice layout, an industry chart of accounts or an approval rule, because they can be planned alongside the brand set-up. Raise them in your first call or email hello@hellobooks.ai. Larger items are scoped separately and may follow after go-live.

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.