Roadmap
27 use cases, scored and sequenced in the open.
حالات استخدام مرتّبة حسب القيمة وقابلية التنفيذ
Delivery waves
What ships when
0 to 3 months
Wave 1
VAT reconciliation first, then VAT return preparation and review, the GL tax risk scan, withholding tax, e-invoices, customs and AP duplicates: the engines and the data contract everything else builds on.
WHT refund recovery
AP duplicate & anomaly detection
Treaty & TRC lifecycle manager
VAT return review checks
GL tax risk scanner
Reverse-charge VAT on imported services
Clearance invoice auto-audit
WHT Health Check
VAT return ↔ GL ↔ e-invoice reconciliation
VAT return preparation
E-invoice (Phase 2) purchase-invoice validation
Landed cost & duty/exemption assurance
3 to 6 months
Wave 2
Turns one-off reviews into prevention: treaty and TRC management, monthly WHT, and the modules that reuse Wave 1 data.
Client intake & PBC automation
GL ↔ TB ↔ FS integrity check
Bank-to-ledger reconciliation
Monthly WHT compliance autopilot
Input VAT recoverability review
6 to 12 months
Wave 3
Month-end close, continuous monitoring, new tax domains and judgement-heavy work, built only once the data foundation and the Tier-3 drafting controls are proven.
Related-party transactions register & disclosure
TB to financial statements
Month-end close pack & flux narrative
ZATCA assessment & notice triage
Tax research copilot (KSA)
Continuous tax monitoring
Zakat base computation workpapers
Contract substance & PE analyser
Under evaluation
Backlog
Ideas we have scored but not committed to. Interest from clients moves them up.
How we prioritise
Value against feasibility
Full ranking
All 27, in priority order
| Rank | ID | Solution | Value | Feasibility | Priority | Quadrant | Size | Wave |
|---|---|---|---|---|---|---|---|---|
| 1 | WHT-03 | WHT refund recovery | 3.15 | 5.00 | 15.75 | Fill-in | XS | Wave 1 (0-3 m) |
| 2 | ACC-01 | AP duplicate & anomaly detection | 2.80 | 4.75 | 13.3 | Fill-in | XS | Wave 1 (0-3 m) |
| 3 | WHT-02 | Treaty & TRC lifecycle manager | 3.80 | 4.75 | 9.03 | Quick win | S | Wave 1 (0-3 m) |
| 4 | VAT-06 | VAT return review checks | 4.30 | 4.20 | 9.03 | Quick win | S | Wave 1 (0-3 m) |
| 5 | ACC-04 | GL tax risk scanner | 3.90 | 4.50 | 8.78 | Quick win | S | Wave 1 (0-3 m) |
| 6 | VAT-01 | Reverse-charge VAT on imported services | 3.80 | 4.55 | 8.65 | Quick win | S | Wave 1 (0-3 m) |
| 7 | CUS-01 | Clearance invoice auto-audit | 3.55 | 4.50 | 7.99 | Quick win | S | Wave 1 (0-3 m) |
| 8 | ADV-03 | Client intake & PBC automation | 3.20 | 4.50 | 7.2 | Fill-in | S | Wave 2 (3-6 m) |
| 9 | WHT-01 | WHT Health Check | 4.55 | 4.55 | 6.9 | Quick win | M | Wave 1 (0-3 m) |
| 10 | ACC-05 | GL ↔ TB ↔ FS integrity check | 3.20 | 4.30 | 6.88 | Fill-in | S | Wave 2 (3-6 m) |
| 11 | VAT-02 | VAT return ↔ GL ↔ e-invoice reconciliation | 4.90 | 4.00 | 6.53 | Quick win | M | Wave 1 (0-3 m) |
| 12 | VAT-05 | VAT return preparation | 4.50 | 3.90 | 5.85 | Quick win | M | Wave 1 (0-3 m) |
| 13 | VAT-03 | E-invoice (Phase 2) purchase-invoice validation | 4.00 | 4.25 | 5.67 | Quick win | M | Wave 1 (0-3 m) |
| 14 | CUS-02 | Landed cost & duty/exemption assurance | 3.95 | 3.50 | 4.61 | Quick win | M | Wave 1 (0-3 m) |
| 15 | ACC-02 | Bank-to-ledger reconciliation | 2.05 | 4.25 | 4.36 | Fill-in | S | Wave 2 (3-6 m) |
| 16 | TP-01 | Related-party transactions register & disclosure | 3.80 | 3.30 | 4.18 | Strategic bet | M | Wave 3 (6-12 m) |
| 17 | ACC-06 | TB to financial statements | 3.50 | 3.40 | 3.97 | Strategic bet | M | Wave 3 (6-12 m) |
| 18 | ACC-03 | Month-end close pack & flux narrative | 3.60 | 3.00 | 3.6 | Strategic bet | M | Wave 3 (6-12 m) |
| 19 | WHT-04 | Monthly WHT compliance autopilot | 4.60 | 3.80 | 3.5 | Strategic bet | L | Wave 2 (3-6 m) |
| 20 | VAT-04 | Input VAT recoverability review | 2.80 | 3.55 | 3.31 | Fill-in | M | Wave 2 (3-6 m) |
| 21 | ADV-02 | ZATCA assessment & notice triage | 3.55 | 2.55 | 3.02 | Strategic bet | M | Wave 3 (6-12 m) |
| 22 | ADV-01 | Tax research copilot (KSA) | 3.75 | 2.35 | 2.94 | Strategic bet | M | Wave 3 (6-12 m) |
| 23 | ACC-07 | Continuous tax monitoring | 4.20 | 3.00 | 2.52 | Strategic bet | L | Wave 3 (6-12 m) |
| 24 | ZAK-01 | Zakat base computation workpapers | 3.60 | 3.05 | 2.2 | Strategic bet | L | Wave 3 (6-12 m) |
| 25 | WHT-05 | Contract substance & PE analyser | 3.55 | 2.25 | 1.6 | Strategic bet | L | Wave 3 (6-12 m) |
| 26 | ADV-04 | CFO questions over governed data | 3.40 | 2.30 | 1.56 | Deprioritise | L | Backlog |
| 27 | CIT-01 | Income tax provision & deferred tax | 2.85 | 2.50 | 0.89 | Deprioritise | XL | Backlog |
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