Services firms sell time and expertise, and most cannot say which clients make money. Kaido implements systems that connect the proposal, the timesheet and the invoice, so margin per project is a daily number.
Hours are logged late or not at all, so billable time is lost, project cost is unknown and utilisation reports are fiction.
Fees are known, but staff cost, freelancers and expenses are not allocated to projects, so the profitable clients are a matter of opinion.
Retainer balances, milestone billing and out-of-scope work are tracked in email, so invoices are late, disputed or never raised.
The CRM says a deal is won, but resourcing, project setup and billing start from scratch, and forecasting revenue against capacity is guesswork.
A proposal is built from a rate card and an estimate of hours by role. When the client signs, the project is created from the quote with its budget, milestones or retainer terms, and the team is assigned. Nothing is re-keyed.
Consultants log time daily against tasks on their phone or laptop, with approval by the project lead. Expenses and freelancer invoices are coded to the project. The project screen shows hours sold, hours used, cost to date and margin, and warns before the budget is exceeded. Out-of-scope requests are logged as change orders and quoted before the work is done.
Billing follows the contract: time and materials from approved timesheets, milestones on completion, retainers in advance with a balance that decreases as work is logged. Utilisation by person and by team is reported weekly. Recruitment firms track placements and guarantee periods on the same record; event companies track supplier costs per event in the same way.
Services to UAE clients carry VAT at 5%. Services to clients outside the UAE may be zero-rated where the conditions are met, and the system should hold the treatment per customer and produce the evidence the FTA expects. Recharged expenses need the right treatment as disbursements or re-supplies.
Corporate tax at 9% on profit above AED 375,000 makes revenue recognition on long engagements and retainers, plus work in progress, matters that need a consistent method the auditor can follow.
E-invoicing starts 1 January 2027 for firms with revenue of AED 50 million or more and 1 July 2027 for the rest. Invoices go out in PINT AE format through an Accredited Service Provider on the Peppol five-corner model. Larger firms needed an ASP appointed by 30 October 2026, and late compliance carries AED 5,000 per month. Firms with KSA clients may also need ZATCA-compliant invoicing from a KSA entity.
The price is fixed before the build. Discovery covers your service lines, rate cards, contract types, timesheet culture and reporting, and ends with a signed scope.
Delivery runs through design, configuration, migration of clients, open projects and balances, user testing on live engagements, go-live and hypercare. Each phase has a gate you approve.
Timesheet adoption is treated as part of the project, with the approval flow and mobile entry tested on real teams. After go-live, a support contract keeps the same consultants on your account for changes and the next phase.
Make it quick and make it visible. Entry takes under a minute on mobile against assigned tasks, reminders go out daily, and project leads approve weekly. Managers see missing timesheets on a dashboard. Billing depends on approved hours, so the link between a timesheet and revenue becomes obvious. Most firms reach consistent daily logging within the first month.
Yes. A retainer is set up with its monthly or annual value, invoiced in advance, and hours or deliverables are logged against it. The balance is visible to the account manager and, if you choose, to the client. Overuse is flagged for a change order; underuse is reported before renewal so the conversation happens with data.
No. Kaido integrates the CRM with the project and finance system so a won deal creates the project and the billing schedule, and invoice status flows back to the account record. Replacing the CRM is only recommended when the licence cost or the duplication of data makes one platform clearly better.
Yes. A recruitment placement is a sales order with the candidate, start date, fee and guarantee period, with invoicing and any refund logic tied to the dates. An event is a project with its budget, supplier purchase orders, staffing and client billing, so the event margin is known before the last invoice is paid.
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