Practice Management Software for Business Setup Companies

FinnDesk is practice management software for business setup companies that form and maintain companies for their clients. Run each formation from a jurisdiction template, collect documents over WhatsApp, track every application through government approvals and keep licence renewals and visas on schedule after setup.

Formation templates for mainland, free zone and offshore setups
Jurisdiction-specific document checklists over WhatsApp
A board showing every application by approval stage
Post-setup renewals scheduled on the same client record

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Modules in one workspace

Unlimited

Clients and formations

14 days

Free trial, no card required

The moving parts behind every company formation.

Every jurisdiction works differently

Mainland, free zone and offshore setups each have their own steps, documents and approval stages. Keeping the team consistent across them is hard.

Clients slow to send documents

Passports, NOCs and business plans arrive late and in pieces, holding up applications.

Government timelines you do not control

Approvals move at the authority’s pace. Without a clear view of what is pending where, clients chase you for updates.

Revenue after the setup

Licence renewals, visa quotas and banking support are ongoing revenue — if they are tracked. Too often they are left to calendar reminders.

Business setup workflows from enquiry to licence — and beyond.

FinnDesk runs the formation and the client relationship after it, on one record per client.

Jurisdiction workflow templates

Build a task template for each setup type — UAE mainland, DMCC free zone, offshore, India private limited. Apply it to a new client in one click and get a structured task list with all approval stages pre-defined.

Tasks & Compliance Scheduling

Document collection over WhatsApp

Send each client a jurisdiction-specific document checklist via WhatsApp. They submit documents as replies; FinnDesk files them against the case and tracks what is still missing.

WhatsApp Integration

Government stage pipeline

Track every client through the approval stages on a single board. Colour-coded status shows which applications are on track, waiting for a government response or blocked by missing documents.

Leads

Automatic milestone billing

Define billing milestones for each setup type. FinnDesk generates the invoice as soon as the milestone task is completed — initial payment, approval fee, licence fee — without the team having to remember.

Invoice & Billing

Practice management for business setup companies, answered

Is FinnDesk a CRM for business setup companies?

It covers the CRM side — leads, follow-ups and proposals — and then keeps going: formation workflows, document collection, approval tracking, billing and post-setup renewals all live on the same client record.

Can FinnDesk manage setups across multiple jurisdictions simultaneously?

Yes. Each client setup has its own jurisdiction template, deadline calendar and document checklist. You can run setups in UAE, India, UK and other jurisdictions from the same account with no cross-contamination.

How does FinnDesk handle government timelines that change without notice?

Task due dates can be updated instantly. If a government authority announces a processing delay, you can push all affected task deadlines in bulk rather than editing each case individually.

Can we manage post-setup services — renewals, visa quotas, banking — for the same clients?

Yes. Once the initial setup is complete, post-setup services become recurring tasks on the same client record. Licence renewals, visa applications and compliance filings are managed alongside the original setup history.

How do we track government portal reference numbers for each application?

FinnDesk allows custom fields on each client record and task, so you can log portal reference numbers, submission IDs and any jurisdiction-specific identifiers alongside the task workflow.

How do clients follow the progress of their setup?

Clients receive milestone updates over WhatsApp or email — application submitted, initial approval received, licence issued — as each stage is completed.

Still have a question? Talk to us

Run every company formation from one board.

14-day full-feature trial, no credit card. Set up your first jurisdiction template and see every application by stage.

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