Overview
Wafeq is a UAE/GCC accounting platform – VAT-compliant for Saudi Arabia + UAE + other GCC tax regimes. The Automize Wafeq connector covers invoices, expenses, contacts, accounts, tax rates, and financial reports.
- Regions: GCC region (UAE, Saudi Arabia, Bahrain, Kuwait, Oman, Qatar). Arabic + English bilingual UI + invoicing.
- Plans: Starter, Standard, Premium – API access on Standard+.
Setting up the connection
Auth type: API Key.
- Sign in to app.wafeq.com → Settings → API Keys → Generate.
- Copy the key.
- In Automize, open Settings → Connectors → Wafeq → Add connection. Paste key.
Find your credentials at https://app.wafeq.com/settings/api-keys.
Rate limits
Wafeq enforces per-account limits – typical 60/min. Connector retries 429 with backoff.
Data model
Accounting primitives:
Organisation ─┬─ Contacts (customers + vendors)
├─ Invoices (sales) ─── Line Items
├─ Expenses (purchases) ─── Line Items
├─ Accounts (chart of accounts)
├─ Tax Rates (VAT – KSA 15%, UAE 5%, etc.)
└─ Reports (P&L, balance sheet, VAT return)Available operations
12 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Contact | General | Create a new contact |
| Create Expense | General | Create a new expense |
| Create Invoice | General | Create a new invoice |
| Get Contact | General | Get contact details |
| Get Invoice | General | Get invoice details |
| Get Report | General | Get a financial report by type |
| List Accounts | General | List chart of accounts |
| List Contacts | General | List all contacts |
| List Expenses | General | List all expenses |
| List Invoices | General | List all invoices |
| List Tax Rates | General | List available tax rates (VAT) |
| Send Invoice | General | Email an invoice to the contact |
Operations
Create Contact
Create a new contact
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Email email | Yes | text | |
Tax Number tax_number | Yes | text | |
Currency currency | Yes | text |
Tips
- name + email + tax_number + currency.
- tax_number is required for B2B contacts under KSA/UAE VAT rules.
Create Expense
Create a new expense
| Parameter | Required | Type | Description |
|---|---|---|---|
Contact contact | Yes | text | |
Line Items line_items | Yes | text | |
Currency currency | Yes | text | |
Date date | Yes | text |
Tips
- contact (vendor) + line_items + currency + date.
Create Invoice
Create a new invoice
| Parameter | Required | Type | Description |
|---|---|---|---|
Contact contact | Yes | text | |
Line Items line_items | Yes | text | |
Currency currency | Yes | text | |
Date date | Yes | text | |
Due Date due_date | Yes | text |
Tips
- contact + line_items[] + currency + date + due_date.
- Each line item: account_id + amount + tax_rate_id + description.
- Wafeq auto-generates VAT-compliant tax invoices with bilingual layout.
Get Contact
Get contact details
| Parameter | Required | Type | Description |
|---|---|---|---|
Contact Id contact_id | Yes | text |
Tips
- Returns contact + tax_number (TRN for UAE, VAT number for KSA).
Get Invoice
Get invoice details
| Parameter | Required | Type | Description |
|---|---|---|---|
Invoice Id invoice_id | Yes | text |
Tips
- Returns invoice + line items + VAT breakdown.
Get Report
Get a financial report by type
| Parameter | Required | Type | Description |
|---|---|---|---|
Report Type report_type | Yes | text |
Tips
- report_type: profit_loss, balance_sheet, vat_return.
- Date params: start_date, end_date.
List Accounts
List chart of accounts
No input parameters.
Tips
- Chart of accounts. Filter by type (income, expense, asset, liability, equity).
List Contacts
List all contacts
No input parameters.
Tips
- Filter by type (customer, vendor, both).
List Expenses
List all expenses
No input parameters.
Tips
- Vendor expenses. Filter by contact, date range.
List Invoices
List all invoices
No input parameters.
Tips
- Filter by contact, status, date range. Pages via cursor.
List Tax Rates
List available tax rates (VAT)
No input parameters.
Tips
- VAT rates configured for the org (KSA 15%, UAE 5%, zero-rated, exempt).
Send Invoice
Email an invoice to the contact
| Parameter | Required | Type | Description |
|---|---|---|---|
Invoice Id invoice_id | Yes | text |
Tips
- Emails the invoice to the contact + attaches PDF (Arabic/English).
FAQ
- VAT compliance – KSA vs UAE?
- Wafeq handles both. KSA VAT is 15% (zero-rated/exempt categories). UAE VAT 5%. Tax invoices auto-generate with TRN/VAT number on each line.
- Bilingual invoicing?
- Invoices auto-render in Arabic + English side-by-side. Customer's locale on the Contact record sets the default.
- ZATCA e-invoicing (KSA Phase 2)?
- Wafeq integrates with ZATCA Fatoora portal for Phase 2 e-invoice submission. Set up in Wafeq UI; API exposes the resulting clearance status.