Financial Services, Collection & Financing

SERP – Debt Collection & Portfolio Management | Tier B — Advanced

Scope included:
• Odoo apps configured: CRM, Helpdesk, Accounting, VoIP, Documents
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Case and debtor model
• Collection stages
• Commission computation

SERP – Insurance | Tier C — Enterprise & Regulated

Scope included:
• Odoo apps configured: Accounting, CRM, Helpdesk, Documents, Multi-company
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Core system integration
• IFRS 17 entries
• Broker commission calculation

SERP – Insurance Brokerage | Tier B — Advanced

Scope included:
• Odoo apps configured: CRM, Sales, Accounting, Documents, Helpdesk
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Quote comparison
• Policy register with expiry
• Commission reconciliation

SERP – Asset Management & Investment | Tier C — Enterprise & Regulated

Scope included:
• Odoo apps configured: Accounting, Documents, CRM, Multi-company, Portal
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Multi-company fund structure
• Fee computation
• Investor portal

SERP – FinTech & Payments | Tier C — Enterprise & Regulated

Scope included:
• Odoo apps configured: Accounting, Subscriptions, Helpdesk, CRM, Multi-company
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Automated transaction import
• Fee rules
• Reconciliation dashboard

SERP – Financial Leasing | Tier C — Enterprise & Regulated

Scope included:
• Odoo apps configured: Accounting, Assets, Sales, Fleet, Documents
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Asset-to-contract link
• Rental and residual schedule
• Insurance alerts

SERP – Finance Companies | Tier C — Enterprise & Regulated

Scope included:
• Odoo apps configured: Accounting, Sales, CRM, Documents, Sign, Multi-company
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Installment schedule generator
• Deferred income recognition
• Collection stages