Accounting software built for accounting firms
Manage client organizations, control team access, export financial reports, and collaborate with clients — with consolidated reporting and VAT tools firms rely on.
Consolidated P&L, Balance Sheet, and Cash Flow across client organizations
Invite clients and assign role-based permissions by module
Export financial reports to CSV, Excel, and PDF for client deliverables
Key benefits
Trusted by accounting firms across Saudi Arabia & UAE
Consolidated financial statements across multiple client organizations
Multiple roles and permissions for firm staff and client access
Export reports to CSV, Excel, and PDF
Automatic VAT return generation and tax rate management
Accounting Firm Software
Financial challenges accounting firms face
Managing multiple client books
Firms juggle separate ledgers, contacts, and reports for every client — making it hard to maintain consistency and respond quickly to client requests.
Uncontrolled access across teams
Without granular permissions, staff may access modules they should not, or clients may see more data than intended.
Time-consuming report preparation
Assembling P&L, balance sheet, and cash flow deliverables for client reviews often means manual exports and rework across organizations.
VAT and compliance across portfolios
Firms must help clients apply tax rates correctly, avoid filing mistakes, and generate VAT returns from accurate transaction data.
Collaboration gaps with clients
Email chains and shared spreadsheets slow down reviews when accountants and clients need a shared view of the books.
Run client accounting from one platform
Organize each client as an organization, invite your team and clients with the right access, and keep books, reports, and collaboration in one workflow.
Client organizations
Manage books across client portfolios
- Maintain separate organizations for each client with its own chart of accounts, contacts, and transactions.
- Use consolidated financial statements to combine two or more organizations into P&L, Balance Sheet, and Cash Flow reports in any currency.
Collaboration & access
Invite clients and control permissions
- Invite your accountant or grant client access to handle books collaboratively.
- Assign multiple roles and permissions so co-workers access only the modules they need.
Consolidation and reporting
Multi-organization reporting
Consolidated financial statements
Create consolidated P&L, Balance Sheet, and Cash Flow statement reports in a click in any currency, combining two or more organizations.
Support firms that manage groups, branches, or related client entities from a single reporting workflow.
Report access & export
Access and export financial reports
Access and view financial reports data inside Wafeq, then export to CSV, Excel, and PDF for client deliverables and reviews.
- Access reports across client organizations
- Export reports to CSV, Excel, and PDF
- Share structured outputs for client advisory and compliance work
Ledger control
Manual journals and chart of accounts
Create manual journals on any ledger account for complete control when adjusting client books.
View and maintain each client's chart of accounts, including account hierarchy.
- Create manual journals on any ledger account
- Maintain chart of accounts and account hierarchy
- Track document changes with history on supported plans
Financial visibility across your client portfolio
Reports help firms monitor client performance, export deliverables, and understand consolidated results without leaving Wafeq.
Collaboration, permissions, and tax
Client collaboration
Invite clients and use firm chat
Give access to your accountant or client to handle books collaboratively.
Use a dedicated company chat channel to collaborate with your accountant or business partners on client work.
Approvals & controls
Approval flows and permissions
Set up approval workflows for sales and purchase documents before they are finalized.
Give a co-worker access to only a specific module in Wafeq — ideal for dividing firm workload safely.
Tax & VAT
VAT checklist and automatic VAT returns
Apply VAT tax rates to invoices, expenses, bills, and other transactions.
Use the VAT checklist to avoid filing mistakes and let Wafeq generate VAT returns automatically from transaction data.
Reporting built for firm deliverables
Access and export the financial reports firms need for client reviews, filings, and advisory work.
Profit & Loss
View and export P&L by organization or consolidated across clients
Balance Sheet
Access balance sheet reports and export for client reporting
Cash Flow Statement
Generate cash flow reports including consolidated statements
Aged receivables & payables
Monitor outstanding balances to support client collections and payables planning
One platform for firm-wide client accounting
Wafeq helps accounting firms manage multiple client organizations, control team permissions, export reports, collaborate with clients, and support VAT workflows — from one platform.