Why This Upgrade Matters
Thousands of businesses rely on Finanshels daily. With this upgrade, we’ve focused on three key goals:
- Make life easier for existing clients by eliminating scattered communication and manual follow-ups.
- Create a single source of truth for documents, reports, deadlines, and team interactions.
- Strengthen transparency while giving founders more control over their own data.
To ensure a seamless experience, this phase is reserved only for current clients, with all your data securely preloaded for instant activation.
A Closer Look at What’s New
1. Centralized Dashboard for Complete Visibility
The upgraded dashboard brings your day-to-day essentials together:
- Reports (view + download)
- Compliance deadlines
- Documents & folders
- Team contact information
- Support tickets
- Quick referral submissions
Every tool you need is now in one place — organized, searchable, and designed to save you time.
2. Smarter Reports & Document Management
No more email hunting.
Your reports and documents are now:
- Accessible directly through the portal
- Branded, clean, and exportable as PDFs
- Organized with custom folders
- Instantly updated with email notifications when something new is added
It’s a simpler, faster way to stay on top of your business finances.
3. Compliance Deadlines — Automated, Customizable, and Always On-Time
Founders shouldn’t have to track expiry dates manually.
The upgraded compliance module now lets you:
- View system-generated deadlines (passport, VAT, license)
- Add custom deadlines unique to your business
- Set monthly, annual, or multi-year cycles
- Enable intelligent reminders: 21, 14, and 3 days before due dates
A calendar view auto-generates future deadlines so you never miss an important renewal again.
4. Direct WhatsApp & Email Integration
Reaching your team is now one tap away.
From the Team section, you can instantly:
- Open a WhatsApp chat
- Send an email
- Call directly from the portal
No searching for numbers. No switching between apps. Just seamless communication with the people handling your account.
5. Built-In Referral System
Clients can now submit referrals through a simple form.
Each submission instantly triggers an internal notification for tracking — making it easier than ever to refer businesses that may need our support.
6. Profile Control With Real-Time Sync
Clients can review and update select company details, with every change syncing directly with our PMS.
You stay in control while ensuring your data stays accurate across all systems.
Introducing: The All-New Support Module
One of the most important parts of this update — and the one we want to spotlight — is the Support Ticket System.
Through this module, clients can:
- Raise issues or share feedback
- Attach supporting documents
- Track the status of every request
- Receive timely updates until resolution
For us, this is more than a feature — it’s a commitment.
It ensures every concern is captured, tracked, and resolved quickly, with complete transparency.
A Controlled Rollout for Maximum Stability
To maintain reliability and reduce friction:
- The upgrade is accessible only to existing clients in this phase.
- All your data has already been synced.
- Login activation is simple and secure with a password reset flow.
- New client onboarding will follow after this phase, once feedback is incorporated.
This phased approach helps us maintain quality while ensuring you experience the platform at its best.
What’s Coming Next
We’re already working on:
- Full automation of email reminders
- Enhanced scheduling for compliance notifications
- More integrations to streamline communication
- Deeper personalization based on your usage patterns
This upgrade lays the foundation for everything we’re building next.
The Finanshels Promise
This portal upgrade isn’t about adding complexity — it’s about removing it.
It is designed to give founders:
- More visibility
- More autonomy
- Faster support
- And a smoother way to run their business
We’re excited for you to experience it.
If you have questions or feedback, the support module is just one click away.
Here’s to clarity, convenience, and a better way to manage your business — all in one place.
