1
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Import customer or supplier records from CSV/XLSX.
Client portfolio
Demo data32Client businesses
71,428Records scanned
12,391Need action
76%Portfolio ready
| Business | Records | Readiness | Issues | Status |
|---|---|---|---|---|
| Al Noor Trading LLC | 2,417 | 76% | 586 | Action needed |
| Dubai Horizon Services LLC | 1,209 | 94% | 73 | Nearly ready |
| Gulf Build Supplies LLC | 3,881 | 61% | 1,514 | Major gaps |
Upload master data
CSV / XLSXDrop customer or supplier records here
Use the sample company to test the workflow.
Data-quality scan
586 issues2,417Analysed
312Missing tax IDs
147Incomplete legal/address data
89Possible duplicates
| Record | Issue | Confidence | Next step |
|---|---|---|---|
| AL NOOR GEN TRDG LLC | Possible duplicate entity | 92% | Review |
| Falcon Technical Services | Tax identifier missing | 100% | Collect |
| Greenline Interiors LLC | Address incomplete | 100% | Collect |
Counterparty data collection
English + العربيةEach counterparty receives a unique secure link to confirm requested business information. No change is accepted until the accountant or business approves it.
Review proposed updates
312 responses| Existing | Submitted legal name | Tax ID | Action |
|---|---|---|---|
| AL NOOR GEN TRDG LLC | Al Noor General Trading L.L.C. | Received | |
| Falcon Tech Svc | Falcon Technical Services LLC | Received |