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Plans & Billing

Shaari offers three subscription plans designed to grow with your business. Start with purchase invoice management on the Basic plan, and unlock sales, HR, projects, and ZATCA compliance as your needs expand.

Plan Comparison​

Basic Plan​

The Basic plan gives you a fully functional purchase invoice management system.

Included features:

  • Purchase invoice upload --- Upload invoices as PDF, JPEG, PNG, or HEIC files
  • AI-powered extraction --- Automatic extraction of vendor details, line items, amounts, and tax breakdowns from uploaded documents
  • QR code reading --- Automatic detection and decoding of ZATCA-compliant QR codes on invoices
  • Manual invoice entry --- Create purchase records manually when you do not have a document to upload
  • Categories --- Create custom categories to organize invoices by type (e.g., Office Supplies, Equipment, Travel)
  • Payment types --- Define and assign payment methods (Cash, Bank Transfer, Credit Card, etc.)
  • Invoice status workflow --- Track invoices through Draft, Pending, Approved, and Archived statuses
  • Auto-archiving --- Configure rules to automatically archive old invoices
  • Basic reporting --- Dashboard widgets showing spending totals, monthly trends, and category breakdowns
  • Bilingual interface --- Full Arabic (RTL) and English (LTR) support
  • Dark mode --- Complete dark theme across all screens
  • PWA support --- Install on any device from the browser
Who Should Use the Basic Plan?

The Basic plan is ideal for freelancers, sole proprietors, and micro-businesses that need to digitize and organize their purchase receipts and invoices. If you only need to track what you buy --- not what you sell --- the Basic plan has everything you need.

Plus Plan​

The Plus plan adds the full Sales module and Custody management on top of everything in the Basic plan.

Everything in Basic, plus:

Sales Invoices​

  • Create professional sales invoices with your company branding (logo, stamp, signature)
  • Add line items with descriptions, quantities, unit prices, discounts, and tax rates
  • Automatic VAT calculation at 15%
  • Sequential invoice numbering

Credit & Debit Notes​

  • Issue credit notes for returns, corrections, and adjustments
  • Issue debit notes for additional charges
  • Automatic linking to the original invoice

Quotations​

  • Create detailed quotations with line items and terms
  • Send quotations to customers with professional formatting
  • Convert approved quotations directly into sales invoices
  • Convert quotations into sales contracts
  • Track quotation status (Draft, Confirmed, Cancelled)

Sales Contracts​

  • Generate contracts from quotations or create standalone contracts
  • Digital signature capture --- Clients sign directly on-screen via touch or mouse
  • Embed signatures into contract documents
  • Track contract status and validity periods

Customer Management​

  • Maintain a comprehensive customer database
  • Store contact details, VAT numbers, and billing addresses
  • Saudi National Address support --- Building number, street, district, city, postal code, additional number
  • Customer-level transaction history and outstanding balance tracking

Product Catalog​

  • Build a product and service catalog with detailed descriptions
  • Set unit prices, tax rates, and discount rules
  • SKU and barcode tracking --- Assign unique SKU codes and barcodes to each product
  • Inventory quantity tracking
  • Product categories for organization

Sales Analytics​

  • Revenue dashboards with period-over-period comparisons
  • Top customers by revenue
  • Product sales performance
  • Quotation-to-invoice conversion rates
  • Outstanding receivables aging

Custody Management​

  • Assign cash custody to employees
  • Track daily expense reports against custody balances
  • Monitor remaining amounts and enforce accountability
  • Full balance history with receive, spend, and return tracking
Who Should Use the Plus Plan?

The Plus plan is designed for small and medium enterprises that issue invoices to customers, manage quotations and contracts, and need a structured sales pipeline. If you sell goods or services and need to invoice customers, the Plus plan is for you.

Enterprise Plan​

The Enterprise plan unlocks Shaari's full potential with HR management, project tracking, multi-entity support, and regulatory compliance.

Everything in Plus, plus:

HR Management Module​

A complete human resources management system:

  • Employee Records --- Comprehensive employee profiles with personal details, employment dates, salary information, documents, and status tracking
  • Departments --- Define your organizational structure with departments and hierarchies
  • Attendance Tracking --- Daily check-in/check-out recording with late arrival and early departure tracking
  • Leave Management --- Leave request submission and approval workflows, leave types (annual, sick, emergency, unpaid), and balance tracking per employee
  • Payroll Processing --- Configure salary structures with base salary, allowances (housing, transportation, etc.), and deductions. Process monthly payroll runs and generate individual salary slips
  • Employee Loans --- Issue employee loans with configurable installment schedules and automatic payroll deduction
  • Warnings & Disciplinary Actions --- Issue and track employee warnings with escalation levels
  • Document Management --- Centralized storage for employee documents (contracts, IDs, certificates, iqama copies)

Projects Module​

End-to-end project cost tracking, particularly suited for construction and contracting firms:

  • Project Management --- Create projects with start/end dates, budgets, customer assignment, and status tracking (Draft, Active, On Hold, Completed, Cancelled)
  • Material Tracking --- Record material purchases per project with quantities, unit costs, and supplier details
  • Expense Management --- Track miscellaneous project expenses with categorization
  • Subcontractor Contracts --- Manage subcontractor agreements with scope, value, and payment terms
  • Subcontractor Payments --- Record and track payments to subcontractors against contract values
  • Budget vs. Profit Analysis --- Real-time dashboard showing total project costs (materials + expenses + subcontracts) against budget and revenue, with profit margin calculations

Subsidiaries & Multi-Tenancy​

  • Create subsidiaries --- Set up child tenants for branches, divisions, or related companies under your main account
  • Tenant switching --- Seamlessly switch between parent and child organizations without logging out
  • Isolated data --- Each subsidiary has its own invoices, customers, employees, and settings while remaining linked to the parent entity for management purposes

ZATCA Phase 2 Integration​

Full compliance with Saudi Arabia's ZATCA e-invoicing Phase 2 (Integration Phase):

  • Onboarding wizard --- Step-by-step setup to connect your account to ZATCA's production system
  • Cryptographic Stamp Identifier (CSID) --- Obtain and manage your compliance CSID
  • Real-time reporting --- Automatically submit simplified (B2C) invoices and clear standard (B2B) invoices with ZATCA in real time
  • XML generation --- Compliant UBL 2.1 XML invoice generation with all required fields
  • QR code embedding --- Cryptographically signed QR codes embedded in every invoice
  • Credit/debit note compliance --- ZATCA-compliant credit and debit note handling with reference to original invoices
  • Submission status tracking --- Monitor ZATCA acceptance/rejection status per invoice

Advanced Team Management​

  • Granular role-based permissions across all modules
  • Full activity log with audit trail across all user actions
ZATCA Phase 2 Requires Configuration

ZATCA Phase 2 integration is available on the Enterprise plan but requires additional setup. You must complete the onboarding wizard in Settings > ZATCA Setup, which involves generating cryptographic keys and obtaining a Compliance CSID from ZATCA. See the ZATCA Setup Guide for step-by-step instructions.

Feature Matrix​

FeatureBasicPlusEnterprise
Purchase invoicesYesYesYes
AI extractionYesYesYes
QR code readingYesYesYes
Categories & payment typesYesYesYes
Auto-archivingYesYesYes
Dark mode & PWAYesYesYes
Arabic/English bilingualYesYesYes
Sales invoices--YesYes
Quotations--YesYes
Sales contracts & signatures--YesYes
Customer management--YesYes
Product catalog--YesYes
Sales analytics--YesYes
Custody management--YesYes
Credit & debit notes--YesYes
HR management----Yes
Payroll processing----Yes
Leave & attendance----Yes
Employee loans & warnings----Yes
Projects module----Yes
Subcontractor management----Yes
Subsidiaries----Yes
ZATCA Phase 2----Yes

How to Upgrade​

Upgrading your plan is straightforward and takes effect immediately.

Steps to Upgrade​

  1. Navigate to Settings > Billing from the sidebar.
  2. You will see your current plan highlighted, along with the available upgrade options.
  3. Click Upgrade on the plan you want.
  4. Review the features included in the new plan.
  5. Complete the payment process.
  6. Your new modules and features are activated instantly --- no restart or re-login required.
Seamless Transition

When you upgrade, all your existing data remains intact. Your purchase invoices, categories, and settings carry over. The new modules simply appear in your sidebar navigation, ready to use.

Downgrading​

If you need to downgrade to a lower plan:

  1. Navigate to Settings > Billing.
  2. Select the lower plan.
  3. Review the features that will become unavailable.
  4. Confirm the downgrade.
Data Retention on Downgrade

When you downgrade, your data in the deactivated modules (e.g., Sales, HR, Projects) is not deleted. It is preserved but becomes inaccessible until you upgrade again. This means you can safely downgrade without losing any records.

Billing Settings​

Billing Dashboard​

The billing section in Settings > Billing shows:

  • Current plan --- Your active subscription plan and status
  • Billing cycle --- Monthly or annual billing period
  • Next billing date --- When your next payment is due
  • Payment method --- Your current payment method on file

Invoice History​

View and download all past billing invoices. Each invoice includes:

  • Invoice number and date
  • Plan name and billing period
  • Amount charged
  • Payment method used
  • Download link (PDF)

Updating Payment Method​

  1. Go to Settings > Billing.
  2. Click Update Payment Method.
  3. Enter your new payment details.
  4. Click Save.

Your next billing cycle will automatically use the updated payment method.

Trial Requests​

Not sure if Plus or Enterprise is right for your business? Shaari offers trial access so you can explore premium features before committing.

How to Request a Trial​

  1. Navigate to Settings > Billing.
  2. On the plan you are interested in, look for the Request Trial option.
  3. Submit the request with a brief description of your business and which features you want to evaluate.
  4. The Shaari team will review your request and activate a time-limited trial.

Alternatively, you can contact the Shaari team directly:

Trial Scope

Trial access gives you full functionality of the selected plan. All data you create during the trial period is retained --- if you decide to subscribe, you continue right where you left off. If the trial expires without subscribing, the premium modules become inaccessible (but your data is preserved).

Frequently Asked Questions​

Can I switch plans at any time?​

Yes. You can upgrade at any time, and the new features activate immediately. Downgrades can also be done at any time and take effect at the end of your current billing period.

What happens to my data if I cancel?​

Your data is retained for a grace period after cancellation. You can reactivate your account to regain access.

Is there a commitment or contract?​

Shaari plans are available on a monthly basis with no long-term commitment. You can cancel or change plans at any time.

Do you offer discounts for annual billing?​

Contact the Shaari team to discuss annual billing options and potential discounts for longer commitments.

Can I have multiple tenants on different plans?​

Yes. If you manage subsidiaries (Enterprise plan), each subsidiary is a separate tenant that inherits the parent's plan. For independent organizations, you can create separate accounts with different plans.

Next Steps​