TakafulBook

The books of your real-estate projects — clear, compliant and always with you.

Arabic & English ZATCA-ready Desktop & mobile

Scan to open this tour online takafulbook.com/en/presentation

02The problem

Running a project shouldn’t mean chasing paper.

Five versions of the same spreadsheet

Receipts lost in chat groups

Paper invoices in a drawer

ZATCA deadlines and fines

Investors asking for updates

Which bill is still unpaid?

So… where does the project stand today?

03The answer

One workspace for every project.

Project books

Every wallet, bill, payment, sale and contract — with its receipt.

Investor ledgers

Transfers in, payouts out, entitlements computed for you.

ZATCA e-invoicing

Signed invoices, reported or cleared automatically.

It never collects, holds or moves your money — every amount records something that already happened.

04Two kinds of project

Built for developers and contractors.

Developer

Raise capital from investors, record every transfer and payout, and show each investor their share of the profit.

Development project

or

Contractor

Customer contracts and payments on one side, suppliers and bills on the other — and your margin in between.

Contracting project

Chosen once per project — every screen adapts to it.

05Workspace

Everything about a project, one tab away.

Overview Investors Transactions Documents Updates Tasks

Total Revenue1,437,500 SAR

Total Payments575,000 SAR

Profit750,000 SAR Before VAT: 862,500 SAR

Profit Percentage75.0% Always after VAT

06Transactions

Every riyal, recorded with its receipt.

Supplier wallets Bills Payments Refunds Sales & contracts

Balances that keep themselves

Every wallet, bill and contract shows what is paid and what is left — live.

Find anything in seconds

Search by name or amount, sort, select many and act at once — in the currency you read.

07Autofill

Attach the invoice. We fill in the rest.

Reading the ZATCA QR code…

VendorQR

AmountQR

VATQR

DateQR

Invoice numberAI

ZATCA QR codes are read instantly, AI reads the rest — and nothing you typed is ever overwritten.

08Investors

Investors see exactly where they stand.

Investment+250,000 SAR

Payout−120,000 SAR

Entitlement875,000 SAR

Balance to pay out755,000 SAR

Each investor gets a read-only view of their own ledger — on any phone.

09ZATCA · step by step

Connect to ZATCA in four guided steps.

VAT & OTP

Compliance certificate

Compliance checks

Production certificate

Keys made for you

The signing key and certificate request are generated and encrypted automatically.

No SDK, no consultant

Enter the one-time code from the Fatoora portal. We do the rest.

Told when it’s done

An email the moment your account is linked, straight to your first project.

10ZATCA e-invoicing

Compliant invoices, issued in one click.

Simplified invoice (B2C)

Reported

Signed with a QR code and reported to ZATCA automatically, well inside the 24-hour window.

Standard invoice (B2B)

Cleared

Cleared by ZATCA before it is issued — the stamped copy is the one your customer receives.

Credit notes Debit notes Live status for every document

11VAT

Your VAT position, every quarter.

Output VAT187,500 SAR

Input VAT75,000 SAR

Net VAT payable112,500 SAR

Print a return-ready summary for any quarter, year or all time — every transaction listed.

12Teamwork

Your whole team, in sync.

Tasks

Assign, set a due date, attach the receipt when done.

Action needed

Everyone sees their own to-do list first.

Project updates

Share progress with investors — and email it in one click.

Notifications

In the app and by email, in each person’s own language.

13Dashboards

The whole portfolio at a glance.

Cash in, cash out

From one month to all time, grouped by day, week, month or quarter automatically.

What needs attention

Overdue bills, invoices waiting for ZATCA and your open tasks — on one card.

A dashboard for investors too

Invested, entitled, paid out and outstanding — across all their projects.

14Reports

Reports in any language, in any currency.

Project report in English, in riyals — English · SAR

Project report in Arabic, in riyals — العربية · SAR

Project report in English, in dollars — English · USD

Pick the sections, the date range, the language and the currency — then print.

15Arabic & English

Truly bilingual. Truly right-to-left.

Every screen, both languages

Switch any time. Emails, PDFs and notifications follow each person’s language.

Twelve currencies

Each person reads the numbers in the currency they prefer.

Light, dark and your colours

16Desktop & mobile

Every feature. Every device.

Nothing is desktop-only — record a payment on site, issue an invoice from the car.

Transactions

Invoices

Tasks

Dashboard

Investor view

Desktop Tablet Phone Nothing to install

17Security

Built to be trusted.

A code at every sign-in

Email two-factor authentication for every account.

Encrypted ZATCA keys

Signing keys and certificates are stored encrypted, never in plain text.

The right access for each role

Owners, project managers and investors each see only what is theirs.

Daily off-site backups

Your documents are archived every day to a separate location.

Your money never passes through us

The subscription is the only payment we ever process.

18Help Center

Help is one click away.

TakafulBook Help Center R

Guides Questions Announcements ZATCA

Getting started: your first projectGuides24

How do I link my company to ZATCA?ZATCA18

Recording a customer payment on a contractQuestions9

Tip: attach invoices straight from your phone cameraGuides31

What’s new this monthAnnouncements12

Illustrative preview of the Help Center.

Same account, no second password

Signed in to TakafulBook? You are already signed in to the Help Center.

Step-by-step guides Community questions Our support team

19What’s next

Always improving.

New features ship all the time. Coming next:

1

Pay your contractor’s workers

Wages and payments for the crews working on each contract.

2

VAT across all projects

One VAT summary for your whole company, every quarter.

3

Project maps

Every site on a map, one tap from directions.

4

Security & performance

Continuous updates that keep it safe and fast.

…and many more.

20Pricing

Start your free trial today.

Monthly

115.00 SAR

per month · VAT included

Yearly

2 months free

1,150.00 SAR

per year · VAT included

7-day free trial Cancel any time Unlimited projects and investors

Scan to create your account

takafulbook.com

Thank you — let’s keep your project’s books together.