For operations & compliance
Onboard customers with every step in view.
Receive each new customer with an owner, a list of what is required and the evidence still missing, connected to the agreement they signed.
Onboarding · Foundry Labs2 of 5 done
- Certificate of incorporationCompliance · ZaraReviewed
- Directors’ identificationCompliance · ZaraReviewed
- Board resolutionRequested from Foundry LabsWaiting
- Configure the accountOperations · EmekaNext
- Launch reviewSales · AdaAfter 2 steps
What gets in the way
The work between the steps.
Surprise launch dates
Sales promised a date before compliance knew the customer existed.
Evidence everywhere
Documents arrive by email, chat and shared drives.
Forms from other people
Banks and partners send PDFs that must be filled and signed exactly.
How Qasha helps
One record, every step.
How it works
Three steps, one record.
- 01Receive the handoff
A case opens with the customer and the signed agreement.
- 02Gather evidence
Required steps, owners and what is still missing.
- 03Approve and launch
A reviewer signs off the handoff; billing can begin.
Bring the whole deal into one place.
We’ll walk through your process, from first email to recurring invoice, and show you where Qasha fits.