Quick Start Guide
Get up and running with Shaari in under 5 minutes. This guide walks you through the essential steps from account creation to uploading your first invoice.
All you need is an email address and a web browser. Shaari works on desktop, tablet, and mobile. No software installation is required --- though you can install Shaari as a PWA for the best experience.
Step 1: Create Your Account
- Navigate to shaari.app in your browser.
- Click Sign Up (or إنشاء حساب in Arabic).
- Enter your email address and choose a password.
- Passwords must be at least 8 characters and include uppercase, lowercase, and a number.
- Click Create Account.
- Check your email for a 6-digit verification code (OTP).
- Enter the OTP on the verification screen to activate your account.
Check your spam/junk folder. The email is sent from noreply@shaari.app. If it still does not arrive, click Resend Code to receive a new OTP.
Step 2: Complete Your Company Profile
After verifying your email, you will be prompted to set up your company profile. This information appears on your invoices and is required for ZATCA compliance.
- Company Name --- Enter your business name in Arabic and/or English.
- VAT Number --- Your 15-digit Saudi VAT registration number (starts and ends with
3). - Commercial Registration (CR) Number --- Your 10-digit CR number from the Ministry of Commerce.
- Company Address --- Enter your business address. For Saudi businesses, this should follow the National Address format.
- Logo --- Upload your company logo (optional but recommended). It will appear on sales invoices and quotations.
Click Save to complete your profile.
Yes. All company profile fields can be updated at any time from Settings > Account. Your VAT and CR numbers are used for ZATCA e-invoice generation, so make sure they are accurate.
Step 3: Upload Your First Invoice
Now let's upload a purchase invoice to see Shaari's AI extraction in action.
- From the Dashboard, click the Upload Invoice button (or navigate to Purchases > Invoices).
- Click the upload area or drag-and-drop an invoice file.
- Supported formats: PDF, JPEG, PNG, HEIC/HEIF
- Maximum file size: 10 MB per file
- Shaari's AI engine will automatically process the document and extract:
- Vendor name and VAT number
- Invoice number and date
- Line items, quantities, and amounts
- Subtotal, VAT, and total
- Review the extracted data --- the AI is highly accurate, but you should verify the results. Make corrections if needed.
- Optionally assign a Category and Payment Type to organize your records.
- Click Save to store the invoice.
If your invoice contains a ZATCA-compliant QR code, Shaari will automatically detect and decode it, pre-filling vendor details and totals with verified data. Look for the green QR badge on the invoice card.
Step 4: Explore the Dashboard
After saving your first invoice, return to the Dashboard to see your data come to life.
- Total Spending --- Your cumulative purchase total, updated in real time.
- Monthly Chart --- A visual breakdown of spending over recent months.
- Recent Invoices --- Quick access to your latest uploads.
- Category Breakdown --- See how your expenses distribute across categories.
Take a moment to explore the sidebar navigation:
| Section | What You'll Find |
|---|---|
| Purchases | All uploaded purchase invoices, categories, payment types |
| Sales | Sales invoices, quotations, contracts, customers, products (Plus plan and above) |
| HR | Employees, attendance, payroll, leave, custody (Enterprise plan) |
| Projects | Project tracking, materials, expenses, subcontracts (Enterprise plan) |
| Settings | Account, billing, ZATCA setup, automation, team management |
What to Do Next
Now that you have your account set up and your first invoice uploaded, here are some recommended next steps:
Organize Your Invoices
- Create categories to group invoices by type (e.g., Office Supplies, Equipment, Services).
- Set up payment types to track how invoices were paid (Cash, Bank Transfer, Credit Card).
Set Up Your Sales Pipeline (Plus Plan)
- Add your customers with their VAT numbers and contact details.
- Build your product catalog with descriptions, prices, and SKUs.
- Create your first sales invoice or quotation.
Configure Automation
- Enable auto-archiving to automatically move old invoices to archive status.
Invite Your Team
- Add team members and assign roles with appropriate permissions.
- Review the permission matrix to understand access levels.
Enable ZATCA Compliance (Enterprise Plan)
- Configure ZATCA Phase 2 for e-invoice reporting.
- Complete the onboarding wizard to connect your account to ZATCA's production environment.
Install as a PWA
- On Chrome/Edge: Click the install icon in the address bar, or open the browser menu and select "Install Shaari."
- On Safari (iOS): Tap the share button and select "Add to Home Screen."
- Once installed, Shaari launches like a native app with its own window and icon.
The Basic plan includes the Purchases module with full AI extraction, categories, and payment types. To access Sales, HR, Projects, or ZATCA integration, you will need to upgrade to Plus or Enterprise. See Plans & Billing for details.