Built for real operating models
Every finance operation needs clear process ownership, connected data, and reliable reporting. NTS starts from this structure so your team does not begin from a blank slate.
Client & Portfolio Operations
For relationship managers, operations teams, and analysts handling client onboarding, transaction processing, service delivery, and collections.
Client management Transaction approvals Collections
Financial Control & Compliance
For CFOs, finance controllers, and compliance teams managing books, internal controls, regulatory reporting, and executive dashboards.
Accounting accuracy Audit readiness Regulatory compliance
Client & Portfolio Operations Workflow
A complete flow for intake, planning, execution, tracking, and operational improvement.
Client Onboarding & KYC
Capture client profiles, risk classifications, documentation requirements, and KYC approvals through a structured CRM workflow with full audit trail and document version control.
Product & Account Management
Manage financial products, account types, fee structures, interest rate configurations, and client portfolio assignments — with all data connected in one centralized record per client.
Transaction Processing & Approvals
Route payment instructions, disbursements, and financial transactions through configurable multi-level approval chains before execution, with full traceability and reversal audit trail.
Client Service & Helpdesk
Manage client inquiries, document requests, complaint handling, and service escalations through a structured helpdesk with SLA timers and resolution tracking per client account.
Collections & Receivables
Track outstanding balances, payment due dates, follow-up schedules, and collector assignments. Generate aging reports by client, product, and risk tier with automated reminder workflows.
Client Statements & Reporting
Generate client account statements, portfolio summary reports, and transaction histories automatically — formatted for client delivery and internal management review.
Financial Control & Compliance Workflow
A management flow for customer intake, delivery tracking, approvals, billing, accounting, and decisions.
Chart of Accounts & Bookkeeping
Configure multi-company chart of accounts, cost centers, analytical accounting dimensions, and automated journal entries for all transaction types from a single accounting setup.
AR/AP & Bank Reconciliation
Manage accounts receivable, accounts payable, multi-bank account reconciliation, and cash position with automated matching rules that eliminate manual reconciliation work.
Budget Planning & Variance Control
Build annual and departmental budgets, track actuals vs. planned spend in real time, and set alerts when specific budget lines approach defined thresholds.
Internal Controls & Audit Trail
Enforce approval matrices, spending limits, document retention policies, and role-based access controls — and generate complete audit trails ready for internal and external review.
Tax, VAT & E-Invoicing Compliance
Manage VAT, withholding tax, ETA e-invoicing for Egypt, and ZATCA Phase 2 for Saudi Arabia from a single configuration with automated submission workflows built in from day one.
Financial Reporting & Executive Dashboard
Produce balance sheets, P&L statements, cash flow reports, and board-level KPI dashboards directly from live transaction data — without manual spreadsheet consolidation.
What every implementation gets from day one
CRM
Customers, opportunities, requests, and follow-up
Projects
Tasks, milestones, responsibility, and delivery
Operations
Approvals, documents, services, and daily workflows
Inventory
Stock, purchasing, warehouses, and usage tracking
Accounting
Invoices, AR/AP, taxes, and financial visibility
Helpdesk
Tickets, SLAs, assignments, and customer service
Dashboards
KPIs, trend reporting, and management control
Mobile Access
Field teams, approvals, and updates on the move
Access Control
Roles, permissions, audit logs, and compliance
Arabic UI
Arabic/English operation with RTL readiness
Why Finance companies in Egypt and KSA choose NTS
Odoo is the platform. NTS is the team that makes it work for your operations.
EG / KSA Presence
Regional implementation and support across Egypt and Saudi Arabia.
Odoo Expertise
Certified implementation experience across CRM, operations, finance, and reporting.
Compliance Ready
ETA and ZATCA-ready workflows where required.
Predictable Delivery
Defined scope, timeline, and go-live ownership.
Real results from real businesses
NTS transformed our business with mobile apps and Odoo ERP. Their attention to detail sets them apart.
Yassa NagyPMO Manager / Egypro FME
NTS delivered a game-changing mobile app and provided exceptional support throughout implementation.
Osama AbbasOperations Manager / E Power
Odoo ERP by NTS streamlined our operations. Their expertise makes them our go-to development partner.
Moamen SaboorIT Manager / ECS Energy
Looking for a similar solution for your business?
Let NTS help you build a more connected finance operation through ERP, mobile, and digital experience solutions tailored to your industry.
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