How onboarding works

Fifteen minutes from sign-up to your first baseline tax position.

Four steps. No spreadsheets, no scanned bank statements. The same flow we run with every Solo and Growth customer — clicked through below.

UAE Pass + email Open Finance bank connection 18 months of history, classified in seconds
Step 1 · UAE Pass verification

Let's verify your business with UAE Pass.

We use the official UAE Pass to verify your business entity and retrieve your trade licence details. This is instant, secure, and cryptographically verified.

You will be redirected to the official UAE Pass portal to verify your business.

Step 2 · Bank connection

Pick the banks where your business runs.

We use UAE-licensed Open Finance providers — Lean and Tarabut — to pull eighteen months of transactions in a single, read-only connection. We never see your login.

Two banks selected. We'll pull 18 months of history — about 4,200 transactions — and classify them in the next step. Estimated time: 90 seconds.
Read-only access · revocable anytime · UAE-resident
Behind each step

What actually happens, in order.

A short, honest description of each step — including the moments where an accountant takes over from the agent.

01

Verify with UAE Pass

We pull your trade licence directly from the issuing authority. OCR extracts entity details, free-zone status and shareholders — confirm with one tap.

≈ 2 minutes
02

Connect your bank

Read-only Open Finance link via Lean or Tarabut. Eighteen months of statements arrive within ninety seconds, end to end.

≈ 3 minutes
03

Classify history

The Capture agent classifies every transaction into the chart of accounts, with confidence scores. Anything ambiguous queues for review.

≈ 5 minutes
04

Baseline tax position

Tax-Prep computes VAT to date, a Corporate Tax estimate, and your Small Business Relief eligibility. Your accountant reviews within a day.

≈ 5 minutes
Common questions

About this flow.

Do you actually see my bank login?

No. The Open Finance link is brokered by Lean or Tarabut — both UAE-licensed under the CBUAE Open Finance framework. We receive read-only transaction data with your consent, and you can revoke the connection from your dashboard at any time.

What if I don't have 18 months of history?

We use whatever you have. For a newly incorporated entity, we ingest from the date of incorporation. If you have paper statements only, drag them into the inbox — the Capture agent OCRs them in the same pass.

Can I migrate from Xero or Zoho?

Yes. We import your chart of accounts, opening balances, customers and vendors. The migration typically runs in the background while you continue onboarding, and a human reviewer reconciles the cutover before you go live.

Who sees the classifications?

You, your dedicated chartered accountant, and the agent itself. No other party has read access. The reasoning trail is preserved with every classification and is exportable in CSV or JSON.

Try it

Start your onboarding today.

Fifteen minutes from the form to a baseline tax position you can act on. Your dedicated accountant takes it from there.