Accounting built for marketing agencies
Track project profitability, send quotes and invoices to clients, manage team expense claims, and keep agency finances organized with accounting designed for marketing businesses.
Track projects profitability — assign invoices and expenses to campaigns
Create quotes and convert them to invoices for client engagements
Employee expense claims with approval workflow for team spend
Key benefits
Trusted by marketing agencies across Saudi Arabia & UAE
Project profitability tracking for client campaigns
Quotes and invoices with PDF export and payment tracking
Employee expense claims with approval workflow
Automatic VAT return generation and tax rate management
Marketing
Financial challenges marketing agencies face
Campaign profitability visibility
Agencies run multiple client campaigns simultaneously — without project-level tracking, it is hard to see which engagements are profitable after staff and vendor costs.
Quote-to-invoice workflow
Proposals and scope changes need to flow into billing — manual re-entry from quotes to invoices creates delays and billing inconsistencies.
Team expense management
Creative teams incur travel, software, and vendor expenses across campaigns — scattered receipts make it difficult to assign costs to the right client project.
Client invoice follow-up
Retainer and project-based clients have different billing cycles — tracking outstanding invoices and payments across accounts consumes agency time.
VAT on agency services
Applying correct tax rates on client invoices and team expenses, then preparing VAT returns, requires consistent records across all engagements.
Quote clients and track campaign costs
From client quotes to project profitability and team expense claims, Wafeq keeps marketing agency finances organized in one workflow.
Client billing
Quotes and invoices
- Send quotes to clients and convert them to invoices when work is approved.
- Create and send invoices, track payments received, and send reminders for outstanding balances.
Campaign tracking
Projects and expense claims
- Assign invoices and expenses to projects and generate P&L reports by campaign.
- Employees submit expense claims with approval workflow — assign costs to the right client project.
Quotes, invoices, and projects
Proposals
Create quotes
Send quotes to clients and convert them to invoices when engagements are approved.
Download documents as PDF and export quote lists to CSV and Excel formats.
Client invoicing
Create and send invoices
Send invoices, track payments received, send reminders, and monitor total sales from the Invoices sheet.
- Convert approved quotes to invoices
- Track payments against client billing
- Export invoice lists for client reporting
Campaign tracking
Track projects profitability
Assign invoices and expenses to projects and generate P&L reports by project — ideal for tracking client campaign performance.
Visibility across clients and campaigns
Reports help marketing agencies understand revenue, costs, and profitability by project and cost center.
Expense claims, cost centers, and tax
Team expenses
Employee expense claims
Employees submit expense claims with approval workflow — assign approved costs to client projects for accurate campaign costing.
Cost centers
Cost center reporting
Assign invoices and expenses to cost centers and generate reports by cost center for departmental or team-level visibility.
Tax & VAT
VAT rates and automatic VAT returns
Apply VAT tax rates to invoices and expenses, and let Wafeq generate your VAT return automatically from transaction data.
Reports for agency business decisions
Access financial reports that help you understand billing, expenses, and performance across clients and campaigns.
Profit & Loss by project
Understand revenue and costs assigned to each client campaign or engagement
Cost center reports
Generate reports filtered by cost center for team or department visibility
Aged receivables
Monitor outstanding invoices and payment timelines across clients
Expense claim summaries
Review submitted expense claims and export lists for operational analysis
Streamlined accounting for marketing agencies
Wafeq helps marketing agencies send quotes and invoices, track campaign profitability, manage team expense claims, organize work by project and cost center, and stay on top of VAT — in one platform.