Industry solutions
Financial Services ERP & CRM Software in the UAE
Connect internal finance, approvals and client administration with Odoo while keeping trading systems, regulated decisions and compliance responsibilities clearly defined.
Book a Free Consultation See How It WorksIndustry solutions
Financial Services ERP & CRM Software in the UAE
Connect internal finance, approvals and client administration with Odoo while keeping trading systems, regulated decisions and compliance responsibilities clearly defined.
Book a Free Consultation See How It WorksOperational challenges
Budgets and expenses lack a shared reporting view
Onboarding records and internal initiatives have unclear handoffs
Operational challenges
Manual approvals delay procurement and operational spending
Budgets and expenses lack a shared reporting view
Onboarding records and internal initiatives have unclear handoffs
Odoo solutions for your operation
Accounting, budgeting and expenses
Configure budgets and expense workflows across departments, projects and currencies. Link approved expenditures to accounting and management review.
Approvals and cross-team delivery
Define approval levels, responsible reviewers and exception handling. Use Project workflows for internal initiatives that require accountable milestones.
CRM and scoped onboarding
Organise client administration and required documentation with configured access controls. Scope KYC integrations and review steps without implying automatic regulatory approval.
Odoo solutions for your operation
Accounting, budgeting and expenses
Configure budgets and expense workflows across departments, projects and currencies. Link approved expenditures to accounting and management review.
Approvals and cross-team delivery
Define approval levels, responsible reviewers and exception handling. Use Project workflows for internal initiatives that require accountable milestones.
CRM and scoped onboarding
Organise client administration and required documentation with configured access controls. Scope KYC integrations and review steps without implying automatic regulatory approval.
Your industry workflow
- Internal request or client enquiry
- Document collection
- Responsible review
- Approval
- Service or project handoff
- Expense and accounting entry
- Management reporting
Your industry workflow
- Internal request or client enquiry
- Document collection
- Responsible review
- Approval
- Service or project handoff
- Expense and accounting entry
- Management reporting
Relevant modules and implementation scope
- Accounting and budgeting
- Approvals
- Expenses
- CRM
- Project
- Scoped KYC integration
Relevant modules and implementation scope
- Accounting and budgeting
- Approvals
- Expenses
- CRM
- Project
- Scoped KYC integration
Why Decision Intelligent
We agree the workflow, data requirements and success measures first. Configuration, integration and custom development are scoped around your operation, with testing, training and a phased rollout.
Why Decision Intelligent
We agree the workflow, data requirements and success measures first. Configuration, integration and custom development are scoped around your operation, with testing, training and a phased rollout.
Eplanet Brokers
Business challenge
Internal budgets, spending and approvals needed coordination as operations expanded.
What we implemented
Odoo Accounting and Budgeting, Approvals and Expenses for corporate financial operations.
Project scope
Accounting, Budgeting, Approvals, Expenses
Operational outcome
Multi-currency spending, budgets and approvals managed through a shared internal system.
Eplanet Brokers
Business challenge
Internal budgets, spending and approvals needed coordination as operations expanded.
What we implemented
Odoo Accounting and Budgeting, Approvals and Expenses for corporate financial operations.
Project scope
Accounting, Budgeting, Approvals, Expenses
Operational outcome
Multi-currency spending, budgets and approvals managed through a shared internal system.
Uptex Bank
Business challenge
Client onboarding and internal financial/project processes required a coordinated backend.
What we implemented
Custom KYC/CRM, Accounting, Expenses, Approvals and Project workflows.
Project scope
Custom KYC/CRM, Accounting, Expenses, Approvals, Project
Operational outcome
Client-administration and internal governance workflows combined in an Odoo-based backend.
Uptex Bank
Business challenge
Client onboarding and internal financial/project processes required a coordinated backend.
What we implemented
Custom KYC/CRM, Accounting, Expenses, Approvals and Project workflows.
Project scope
Custom KYC/CRM, Accounting, Expenses, Approvals, Project
Operational outcome
Client-administration and internal governance workflows combined in an Odoo-based backend.
Tharawat Investments
Business challenge
Its website did not clearly present both investment and energy activities.
What we implemented
Website redesign bringing financial and energy-related content into a unified identity.
Project scope
Website design and development
Operational outcome
A redesigned public website presenting both areas of the business.
Tharawat Investments
Business challenge
Its website did not clearly present both investment and energy activities.
What we implemented
Website redesign bringing financial and energy-related content into a unified identity.
Project scope
Website design and development
Operational outcome
A redesigned public website presenting both areas of the business.
Plan your implementation
Tell us about your systems, priorities and the workflow you want to improve.
Plan your implementation
Tell us about your systems, priorities and the workflow you want to improve.
Explore other industries
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Explore other industries
Real Estate & Property ManagementGeneral Trading, Import & ExportIT Distribution & ElectronicsIT Services & Systems IntegrationAdvertising, Marketing & Creative AgenciesRetail, Wholesale & Omnichannel CommerceMaritime, Offshore & Ship SupplyTransportation, Fleet & MobilityConsulting & Professional ServicesManufacturing & Supply ChainHealthcareEducationHospitality & Restaurants