Video tutorials
Short recordings - one task each. Click to watch.
New company? Start here
No accounting jargon required. Ask for an explanation before making changes. Empty Jabr books and a genuinely inactive company are different.
I have a new Saudi company. Check my setup and explain what is missing: fiscal year, accounts, owners and tax profile. Guide me to the right screens; ask before creating or changing records.
- 1Reads setup and company context
- 2Explains missing information in plain language
- 3Uses available tools or guides you to settings; no invented balances
We are new to Jabr but already have bank cash, paid capital and setup expenses. Help me identify the records and evidence needed for opening balances. Explain the proposed entries before saving anything.
- 1Separates existing financial facts from new transactions
- 2Requests dates, source evidence and company accounts
- 3Previews supported entries or import; blank books are not assumed to mean zero activity
Explain my income statement, balance sheet and cash flow in plain language. Use my recorded figures and explain why profit can differ from cash. Tell me what information is missing.
- 1Reads the relevant reports
- 2Explains profit, balances and cash movements separately
- 3Labels missing information instead of inventing business activity
Meet your AI accounting assistant
Ask Jabr to read your company context and explain balances, filing reminders and data-health issues. Jabr reminders are not proof of an unpaid authority obligation.
What's the status of my books? Anything I should worry about?
- 1Reads company context and available filing/data-health checks
- 2Explains recorded balances and reminders without asserting an authority obligation
- 3Offers supported next steps for the issues you choose
How much cash do I have? And who owes me money?
- 1Fetches live balances from your ledger - never estimates
- 2Answers 'per your Jabr books, cash is ...' with the real figure
- 3Lists customer balances from your actual statements
Receipts at scale - the Upload tab
Upload receipts, then ask Jabr to review them. Confirm the supported recording workflow after checking dates, amounts, business use and VAT evidence.
I uploaded all my receipts - record them all.
- 1Finds uploaded documents and extracts available receipt details
- 2Checks missing details, duplicates and applicable recording workflow
- 3Prepares supported entries for review and confirmation with source links
- 4Reports successful saves and items still needing review
Here's a receipt photo - record it.
- 1Reads the image: vendor, date, total, VAT
- 2Asks if the amount includes VAT when it's not printed
- 3Shows the entry, you confirm, posts with the receipt attached
Record 200 SAR fuel expense, paid cash, today.
- 1Drafts the entry with the right expense and cash accounts
- 2Shows debit and credit before anything posts
- 3You confirm - full audit trail kept
E-commerce money, recorded right
Amazon and Noon payouts arrive as one net number hiding fees, refunds and VAT. Jabr splits them the way your income statement needs.
Amazon transferred 45,230 SAR settlement today - record it.
- 1Requests the settlement report and checks whether sales are already recorded
- 2Separates supported payout, fees, refunds and tax evidence
- 3Previews the appropriate settlement or supported unbooked-sales workflow
- 4Records after confirmation without recreating an existing sale
Match my uploaded January bank statement against existing activity first. Show genuine missing transactions, duplicates and unresolved differences. Preview each proposed action before I confirm.
- 1Prepares statement rows without creating journals
- 2Checks existing journal activity and open source documents
- 3Previews matching or supported missing transactions separately
- 4Keeps unexplained items visible; recording and closing need their own review
My bank says 84,300 but Jabr says 86,100 - find the difference.
- 1Checks the statement date, bank account and evidenced closing balance
- 2Compares it with the book balance for the same date
- 3Explains recorded differences and asks for evidence; no guessed correcting entry
We transferred SAR 20,000 from Al Rajhi to our Al Ahli savings account. Preview recording the actual transfer using our saved bank accounts.
- 1Resolves the two saved company accounts and actual transfer details
- 2Previews an internal transfer journal rather than revenue or expense
- 3Confirmed posting updates book balances; Jabr does not initiate a bank transfer
Read our recorded Tabby and Tamara outstanding balances. Explain the movement from sales, refunds and settlements, and flag any difference between the stored balance and posted entries.
- 1Reads the recorded provider balances and roll-forward
- 2Shows supported sales/refund/settlement movements
- 3Flags discrepancies; it does not independently verify the provider’s live dashboard
Use the uploaded provider settlement report to preview this Tabby or Tamara payout. Show the exact fees, refunds, any financing repayment and bank amount. Ask for missing fee VAT evidence; do not post yet.
- 1Reads report figures rather than estimating fees
- 2Separates payout, fees, refunds and financing repayment
- 3Previews review conditions; it does not record the sale again when already recognized
From quotation to collection
Pro and above. Build the sales workflow step by step, with actual customer, item and tax information.
Prepare a draft quotation for my saved customer for these items and prices. Ask for missing details and show me the preview before saving.
- 1Resolves the saved customer and supplied items
- 2Previews prices and applicable tax treatment
- 3Saves after confirmation; saving is not proof of delivery to the customer
The customer accepted this quotation. Help me convert it to an invoice. Check buyer details, VAT treatment and any customer advance before I confirm.
- 1Reads the quotation and related records
- 2Checks required buyer and tax details
- 3Previews conversion; invoice issuance follows its supported workflow
This customer paid SAR 5,000 toward this issued invoice today into our bank account. Read its outstanding balance and preview the payment before recording it.
- 1Reads the issued invoice and remaining amount
- 2Checks the bank account, payment date and amount
- 3Records the confirmed collection against the invoice; no duplicate sale
Show this customer’s statement: invoices, payments, credit notes and remaining balance. List overdue invoices, then preview a follow-up task for the ones I select.
- 1Reads the customer statement and invoices
- 2Shows recorded balances and due dates
- 3Saves requested tasks after confirmation; it does not send collection messages
These daily sales have not been recorded: cash SAR 2,000 and card SAR 3,000. Review the date, tax treatment, payment accounts and sold stock before previewing the daily summary.
- 1Checks that these are unrecorded sales, not a payout for existing invoices
- 2For registered companies, supports only confirmed standard-rated VAT-inclusive sales. Card/transfer totals post to primary bank, so unsettled provider money needs its own workflow
- 3Reviews sold stock and previews the summary; inspect sales and stock-cost results before retrying. This summary does not issue tax invoices
Prepare draft invoices from this customer and item list in a batch. Check saved customers, products, prices and tax treatment. Show the reviewed totals first, then report each successful or failed item.
- 1Resolves actual customers/products and supplied amounts
- 2Previews the supported bulk drafts, up to 50 per call
- 3Reports item-level outcomes; do not blindly retry successes. Draft creation is separate from issuance
Read this invoice’s saved electronic-invoice status. Explain pending, reported, cleared or rejected results. If a retry or correction is needed, preview the supported action before I confirm.
- 1Reads the invoice and recorded electronic-invoice result
- 2Checks setup, buyer details and document state before proposing submission or retry
- 3Pending is not acceptance; accepted documents use linked notes for corrections. This concerns e-invoices, not filing-return submission
Purchases, delivery and payment
Pro and above. Keep orders, goods receipts, supplier invoices and payments linked so the same purchase is not recorded twice.
Preview a purchase order for this supplier and these quantities and prices. Use my saved products and ask for missing details before saving.
- 1Resolves supplier and product identities
- 2Previews quantities, prices and provisional tax details
- 3Creates the confirmed order; it is not a receipt or supplier payment
We received 20 of the 50 items on this purchase order today. Preview the goods receipt. Ask me about input VAT recovery if needed, and keep the receipt reference for the supplier bill.
- 1Checks the quantity still due
- 2Previews inventory and goods-received-not-invoiced amounts
- 3Confirmed receipt updates stock; supplier AP and input VAT are handled in the matched bill workflow
Help me match this supplier invoice to the purchase order and receipt. Preview bill approval with the required evidence. Only after I confirm approval, read its status and preview payment separately.
- 1Checks supplier, receipt allocation, prices and evidence
- 2Previews bill approval for separate confirmation
- 3Reads the approved bill before payment; drafts cannot be paid
Prepare draft supplier bills from this list in a batch. Check suppliers, account mappings, dates, tax evidence and any purchase-order links first. Do not approve or pay the drafts.
- 1Checks supplied bills and company identities
- 2Previews supported bulk drafts, up to 50 per call, and reports each outcome
- 3Receipt matching, partial-recovery approval and payment remain separately reviewed; do not blindly retry saved items
Record and correct with care
Pro and above. Ordinary journals, invoice payments and issued documents have different correction paths. Review the source before choosing an action.
Help me prepare a balanced journal from these facts. Resolve our saved accounts and check whether an invoice, payroll or other specialized workflow is required. Explain the balance impact before I confirm.
- 1Reads the facts and actual company accounts
- 2Uses the source-document workflow when required
- 3Previews supported balanced entries and saves only through the applicable approval flow
Review this mistaken journal entry and its source. Explain whether an edit, reversal or source-document correction is supported. Preview the eligible correction with my reason; do not delete audit history.
- 1Reads the entry, source and period state
- 2Checks permissions, reversal window and protected source records
- 3Previews an eligible correction or explains the required source workflow; history remains
This invoice was mistakenly marked paid; no money actually arrived. Read its ordinary payment journal and preview reversing that exact recording with my reason. Do not issue a credit note or refund.
- 1Checks the invoice and specific ordinary payment journal
- 2Previews the supported Bank/AR reversal
- 3Confirmed reversal reopens the invoice balance; revenue and issued tax document remain unchanged. Unsupported payment sources need their own workflow
Month-end, walked for you
The checklist adapts to VAT registration, recorded activity, employee history and assets. Imported balances or missing records can still require review.
Close May for me. What's left?
- 1Pulls the live month-end checklist adapted to your business
- 2Flags draft entries, unreconciled bank lines, unposted depreciation
- 3Walks each step with you and marks it done
- 4Locks the period only when you say so
Do I have draft entries I forgot about?
- 1Finds unposted drafts and shows their dates and amounts
- 2Previews posting eligible drafts when requested
- 3Guides draft-journal deletion through Jabr’s UI; it does not delete them through chat
Translate my account names to Arabic.
- 1Reads your chart of accounts
- 2Previews supported bulk translation, preserving existing translations unless you request replacement
- 3Updates after confirmation; large lists may require several batches
VAT, Zakat and WHT - checked before filed
Prepare draft tax figures from recorded activity. Review evidence, classification and warnings before external filing; Jabr does not submit the return to the authority.
Prepare my VAT return for this quarter.
- 1Reviews recorded purchase VAT and recovery conditions
- 2Runs data checks and preserves unresolved review items
- 3Generates the supported draft VAT fields from the selected period
- 4Explains contributing records; submission remains outside Jabr
Where does the 3,568 in box 13 come from?
- 1Reads the actual value for the selected filing and period
- 2Shows contributing accounts and records where supported
- 3Retrieves the applicable reference when explaining tax treatment
I paid a tech company in India 7,666 SAR for services - any withholding tax?
- 1Asks for service type, payment date, beneficiary and Saudi PE facts
- 2Retrieves applicable references; treaty relief needs its required evidence
- 3Previews supported WHT assessment/recording with source-payment checks; it does not assume every foreign service has the same treatment
Dinner with a client at a hotel restaurant, 1,200 SAR including VAT.
- 1Checks receipt, business use and the applicable restriction
- 2Previews confirmed blocked or recoverable VAT treatment through the supported expense workflow
- 3Shows amounts before posting; unknown eligibility remains for review
Review reverse-charge VAT on this approved foreign service expense bill in SAR. Check the supplier invoice, place of supply and recovery allocation. Explain VAT separately from payment withholding; do not post yet.
- 1Reads an approved SAR service-expense bill with one expense line, no supplier VAT and reviewed invoice/allocation evidence
- 2Calculates output VAT, deductible input VAT and any cost addition
- 3This workflow does not pay the bill or record WHT; mixed supplies, inventory, FX and historical rates need separate review
This unpaid domestic expense bill supports both taxable and exempt activity. Review its tax invoice and our evidenced recovery allocation. Preview deductible VAT, denied VAT in cost and supplier payable before approval.
- 1Checks the domestic expense bill and eligibility facts
- 2For residual use, needs the saved evidenced annual allocation; it does not invent a percentage
- 3Previews supported bill approval. Inventory, assets and imports require their own workflows
We recently registered for VAT. Read our registration facts and original pre-registration purchases. Show recovery candidates and missing evidence; do not change invoice dates or assume every purchase is eligible.
- 1Reads recorded registration and original purchase candidates
- 2Separates candidates from verified eligibility and prior claims
- 3Starts with read-only review; any supported claim needs its own evidence and approval
Payroll and end of service
GOSI rates per the regulations including the 2024 reform, end-of-service per Labor Law Articles 84 and 85 - never hand-calculated.
Run June payroll.
- 1Reads employees and their saved scheme, salary and employment dates
- 2Calculates payroll and GOSI through Jabr’s payroll engine; missing or partial-month facts need review
- 3Shows the payroll preview before confirmed posting
Ahmed resigned after 7 years - calculate his end of service.
- 1Uses the Labor Law formula - Articles 84 and 85
- 2Base wage = basic + housing + fixed allowances (the 'last wage' - not basic alone)
- 3Applies the resignation discount correctly
- 4Shows the calculation line by line with the legal basis
Run the end of service provision for June.
- 1Reads eligible active employees and the selected month
- 2Previews the calculated provision and any review conditions
- 3Posts after confirmation, or reports already processed or no eligible amount without a new journal
We paid Ahmed a SAR 2,000 cash salary advance today. Preview recording it as an employee receivable, and explain how payroll clearing needs separate review.
- 1Checks the employee, amount, date and payment account
- 2Previews the cash advance as an employee receivable
- 3Records after confirmation; it does not automatically deduct the next payroll, which needs a separate reviewed clearing step
Migration - one conversation
Coming from Qoyod, Wafeq, Excel or any system: upload the export files to the Upload tab, then say one sentence.
I uploaded my old system's files to the Upload page - migrate my books to Jabr.
- 1Analyzes supported uploaded files and reports unrecognized formats
- 2Stages the appropriate migration/import workflow and account mappings
- 3Shows totals, reconciliation and review conditions before confirmation
- 4Reads back successful results; unresolved discrepancies are not silently fixed
Review my staged import before saving. Show the date range, account mappings and totals, and explain anything that needs my review. Do not import until I confirm.
- 1Reads the staged preview; existing entries stay unchanged
- 2Shows the dates, mappings, totals and any review issues
- 3Prepares the import for your confirmation after you review it
Think ahead, with your data
Forecasts and what-ifs computed from your actual history - not motivational guesses.
What if I hire an accountant at 6,000 SAR a month - how does my cash flow look?
- 1Reads the existing forecast when enough recorded history is available
- 2Models the explicitly supplied additional expense; employer costs need confirmed assumptions
- 3Shows estimated profit and cash impact; use Financial Plan for detailed hiring assumptions
Compare my VAT filings this year against last year.
- 1Reads the selected years’ filing figures
- 2Shows comparable values and reported differences
- 3Explains supported source records without inventing causes
Why is there a fine for late VAT filing, and is there an exemption now?
- 1Retrieves the applicable reference and official source link
- 2Checks verification dates and whether a relief initiative is current
- 3Explains what is verified and what still needs confirmation
Show me profit by month from January to May.
- 1Reads recorded reports for the requested months
- 2Shows revenue, expenses and profit on the same basis
- 3Explains supported contributors and asks about causes not established by records
Your financial plan, through chat
Available on Business. Copy a prompt into Jabr’s built-in chat or a connected MCP assistant. Replace the sample dates and figures with your own. Review previews and confirm each save; your plan appears under Planning → Financial Plan.
Help me build a 12-month financial plan starting January 2027. Monthly sales excluding VAT: SAR 100,000; cost of sales: SAR 40,000; operating expenses excluding payroll: SAR 15,000; five employees at a full employer cost of SAR 8,000 each. Customers pay after 30 days and suppliers after 30 days. Ask me for missing opening balances, tax assumptions and other cash commitments. Preview it before saving.
- 1Collects missing assumptions instead of guessing
- 2Previews 12-month profit, balance sheet and cash, plus a 13-week cash outlook
- 3Shows the assumptions for your review before any save
Save the financial plan we just reviewed as a draft, with the same assumptions. Show the reviewed changes and ask for my confirmation first. After I confirm, read back the saved plan and tell me its name and version.
- 1Shows the reviewed assumptions and proposed save
- 2Use the built-in confirmation card or your MCP client’s approval flow
- 3Reads back the saved version; planning does not post accounting entries
For my saved financial plan, preview one additional employee from March 2027 at a full monthly employer cost of SAR 8,000. Keep every other assumption unchanged. Compare profit and cash with the current version, and show any month below my minimum cash target. Do not save yet.
- 1Reads the saved plan and changes the hiring assumption only
- 2Compares the scenario with the current version and cash target
- 3Lets you review before saving a new version; it does not create an employee or payroll
For my saved plan, preview a 20% sales increase from April 2027. Keep cost of sales at the current percentage of sales and leave other assumptions unchanged. Compare it with the current version and tell me what happens to profit and cash. Do not save yet.
- 1Uses the saved plan as the baseline
- 2Changes sales and the explicitly linked cost of sales
- 3Shows the comparison as a planning estimate for review
Read the 13-week cash outlook in my saved plan. Show the weeks below my minimum cash target and the dated receipts and payments behind them. Then preview customers paying after 60 days instead of 30, keeping everything else unchanged. Do not save or move any money.
- 1Reads the saved plan’s dated cash outlook
- 2Identifies projected cash gaps and compares slower collections
- 3Shows estimates only; no bank transfer or customer payment is created
Compare January 2027 posted results with January in my saved financial plan. Use its saved version and my actual books. Explain the revenue, expense, profit and cash differences without guessing their causes. Ask me about unexplained differences. Preview any review or follow-up tasks before saving.
- 1Reads the saved plan and posted actuals for the same month
- 2Separates measured differences from explanations you provide
- 3Prepares any review and requested tasks for confirmation before saving
Compare the first saved version of my financial plan with the latest. Name both versions, show changed assumptions and their profit/cash effects, and keep both saved versions unchanged.
- 1Reads revision 1 and the latest saved revision
- 2Compares their recorded assumptions and projections
- 3Read-only comparison does not overwrite history or create accounting entries
Owner money, separated from the business
Personal expenses through the company account, partner draws, capital injections - each has a different treatment that affects your Zakat and financial statements.
I paid my son's school fees 12,000 SAR from the company account.
- 1Checks the paying account, date and responsible owner
- 2Previews the supported owner transaction rather than a business expense
- 3Shows journal effects; any filing impact is reviewed separately
Omar injected 50,000 SAR additional capital into the company.
- 1Checks the partner, bank receipt and funding basis
- 2Previews the supported additional funding treatment
- 3Registered-capital changes follow their evidenced workflow; no legal amendment is performed by chat
We received a 150,000 SAR loan from Al Ahli bank.
- 1Reviews loan terms, receipt date and company accounts
- 2Previews borrowing as a liability, separate from revenue
- 3Records the confirmed transaction; repayments and interest need their own facts
We made a bank-loan repayment. Read the loan account and ask for the payment statement showing principal and interest. Preview the separate liability and expense effects before recording it.
- 1Checks the loan, payment date, bank and supplied split
- 2Principal reduces the loan; the stated interest follows its expense treatment
- 3Previews the supported repayment without recording the whole payment as expense
We approved and paid a profit distribution to our partners. Read the saved partners and ownership percentages, ask for the amount and evidence, and preview the accounting before recording.
- 1Checks partner percentages and the supplied payment facts
- 2Previews the supported equity/payment treatment
- 3Recording the confirmed distribution does not certify its legal eligibility or approve it on behalf of partners
Inventory and fixed assets
Stock counts, missing items, delivery vans, office equipment - each recorded the way your financial statements need.
Physical count shows 3 Samsung phones missing - cost 2,400 each.
- 1Reads saved quantity, cost and count evidence
- 2Previews the permitted adjustment and loss classification
- 3Confirmed adjustment updates quantity and linked accounting together
Bought a delivery van for 75,000 SAR including VAT.
- 1Checks acquisition evidence, business use and VAT recovery
- 2Previews the supported asset workflow and depreciation assumptions
- 3Records after confirmation; vehicle use alone does not establish input VAT eligibility
Bought a printer for SAR 2,500. Help me decide expense or asset using our accounting policy, useful life and evidence. Check VAT treatment before previewing the supported entry.
- 1Asks about company policy, use and expected useful life
- 2Checks source evidence and VAT treatment
- 3Previews the supported expense or asset workflow; price alone does not decide classification
Read our fixed assets and preview depreciation for September 2026. Show the amounts before posting and tell me if the month has already been processed.
- 1Reads saved asset schedules and the selected period
- 2Previews the supported depreciation run for all active assets
- 3Posts after confirmation; this tool does not select one asset only
We sold this saved fixed asset. Review its recorded cost, depreciation, disposal date and proceeds, then preview the disposal and any gain or loss. Ask for missing facts.
- 1Reads the saved asset and disposal inputs
- 2Previews supported carrying value, proceeds and gain/loss
- 3Saves the confirmed disposal; required tax or document treatment still needs review
This saved product may be worth less than its recorded cost. Review our quantity, cost and my evidenced net realizable value, date and valuation basis. Preview the allowance without changing physical quantity.
- 1Reads saved quantity, cost and prior allowance
- 2Uses your supplied value, date and valuation basis; it does not independently authenticate market value
- 3Confirmed valuation changes allowance, not stock quantity; no incremental adjustment may mean no new journal
Returns, refunds and credit notes
Keep corrections linked to the original invoice or purchase. Credit notes, stock returns, refunds and VAT review can be separate steps.
Customer returned 3 Samsung phones at 1,700 each including VAT.
- 1Finds the original issued invoice and returned quantities
- 2Previews the linked credit-note correction and applicable VAT
- 3Reviews stock return and actual cash refund separately; does not assume a refund already happened
Supplier refunded 4,600 SAR including VAT for defective items.
- 1Checks the original purchase, refund evidence and returned goods
- 2Previews the supported refund and source-document correction workflow
- 3Keeps inventory, bank and VAT review separate where needed; no automatic eligibility claim
This customer has an unpaid invoice for SAR 8,000. Read the original invoice and help me review an evidenced bad-debt write-off. Explain any separate VAT-relief conditions and preview only eligible changes before saving.
- 1Reads the original invoice and remaining debt
- 2Requests write-off evidence and reviews supported conditions
- 3Previews eligible invoice-linked write-off or separate VAT relief; age alone does not establish eligibility
Sales beyond the counter
Cross-border sales, customer deposits and contract deductions require their actual facts and evidence. Ask for the treatment before recording.
Sold 10 laptops to a client in Bahrain for 41,000 SAR.
- 1Checks goods movement, customer and place-of-supply facts
- 2Retrieves the applicable reference and asks for export evidence
- 3Previews the supported invoice treatment; customer location alone does not establish zero-rating
Customer transferred 20,000 SAR deposit before we prepare their order.
- 1Checks the advance date, bank receipt, VAT registration and intended supply
- 2Previews the supported advance liability and any advance VAT treatment
- 3Applying the advance to a later invoice is explicit and reviewed; it is not automatic
A government customer paid less than our invoice and deducted 5%. Read the invoice and ask for the contract and payment statement. Help me identify whether this is retention, tax or another deduction before recording anything.
- 1Reads the issued invoice and supplied payment evidence
- 2Asks for the contractual basis instead of assuming withholding tax
- 3Previews a supported treatment or identifies the review still needed; no promised tax recovery
Filing center - print-ready financial statements
Generate financial-statement drafts from Jabr books, review their notes and warnings, and print or save a PDF in the app. External review and submission remain separate.
Prepare my Qawaem financial statements.
- 1Generates the draft statements and shows data-quality notices
- 2Provides supported income, balance, cash-flow, equity and notes views
- 3Guides you to review notes and print/save PDF in Filing Center
- 4A printable draft is not certification or authority acceptance
How much Zakat do I owe this year?
- 1Reads ownership, fiscal period and the supported calculation inputs
- 2Shows calculated base components and unresolved review conditions
- 3Retrieves the reference when explaining the applicable treatment
- 4Estimates and Jabr filing records are not authority-assessed or submitted amounts
My new company has no entries in Jabr. Preview the Qawaem financial statements for 2026, even if the values are zero. Ask whether we actually have paid capital, bank activity, setup expenses, debts or opening balances. Explain review notices and guide me to the printable statements; do not create artificial entries.
- 1Generates a draft from the selected period; empty books can produce zero values
- 2Explains missing facts and review notices; zero activity is not inferred from empty books
- 3Optional new-company attestation is completed by an authorized reviewer in the Qawaem sheet; draft viewing and printing remain available
Show me how to open the financial statements for my selected year in Filing Center, review the notes and warnings, then print them or save a PDF. Explain what still needs review before external submission.
- 1Guides you to the Qawaem financial statements view
- 2You review statement notes, comparatives and visible warnings
- 3You click Print and choose printer or Save as PDF; chat does not control the print dialog or submit to Qawaem
Control spending and repeated work
Business workflows for branches, budgets and schedules. Use actual accounts and reviewed assumptions.
Compare Riyadh and Jeddah for September 2026. Show revenue, direct costs, shared costs and unassigned amounts, and reconcile them to company totals.
- 1Reads recorded branch attribution
- 2Shows branch, Central and Unassigned contribution
- 3These are management reports, not separate branch statutory statements or tax returns
Preview a SAR 120,000 marketing budget for 2027, spread evenly over the months. Resolve the actual expense account and ask whether it belongs to a cost center before saving.
- 1Resolves account and optional cost center
- 2Previews annual and monthly targets
- 3Saves after confirmation; it does not record an expense
Show actual spending against my saved 2027 budgets. Explain the recorded variances and ask me about causes that the records do not establish.
- 1Reads budgets and posted spending
- 2Compares the same period and accounts
- 3Separates measured differences from business explanations
Check our existing recurring invoices. Preview a monthly subscription for this saved customer starting January 2027 for SAR 2,000 excluding VAT. Ask for tax treatment and end date. Keep automatic issuance off.
- 1Checks existing templates to avoid duplicates
- 2Reviews customer, tax treatment and schedule
- 3Saves the confirmed template; automatic issuance needs an explicit request
List our recurring invoice templates and next run dates. Preview pausing the template I select, without changing invoices already generated.
- 1Reads templates and status
- 2Identifies the selected template
- 3Confirmed pause changes future scheduling, not past invoices
We already recorded SAR 24,000 in prepaid insurance. Preview releasing it to insurance expense over 12 months from January 2027. Read the relevant accounts and existing schedules first so it is not recorded twice.
- 1Checks the existing prepaid balance and schedules
- 2Previews expense/prepaid accounts and monthly release
- 3Creates the confirmed schedule; it does not record the original bank payment again
Deeper work for accountants
Detailed reports and working papers from Jabr records. Review completeness and evidence; outputs are not authority submissions or audit opinions.
Prepare the tax examination working pack for July–September 2026. Explain document-to-VAT-ledger differences, missing evidence and review items. Guide me to the full Excel export and printable summary.
- 1Reads trial balance, operational schedules, receipts and filing references
- 2Explains differences and limitations; chat detail is capped at 100 rows per schedule
- 3Guides you to Reports for the full export/print; this is not audit certification or submission
Rank our top ten customers by invoiced revenue for Q3 2026 and export the results to Excel. Read the actual records first and state how credit notes, VAT and missing customer links are treated.
- 1Fetches and aggregates available source records
- 2Explains the period, basis and incomplete data
- 3Builds the requested workbook from reviewed rows; the export itself is not an independent audit
Review what remains before closing our 2026 fiscal year. Explain incomplete checks, depreciation, payroll provisions and filings. Do not close or mark anything complete yet.
- 1Reads year-end status and supporting records
- 2Explains outstanding checks and applicable follow-up
- 3Closing requires its own reviewed action; preparing does not submit filings
For our existing group, check account mappings and supported intercompany relationships. Ask for missing ownership or exchange-rate information, then preview preparing consolidated results for September 2026.
- 1Checks group access, mappings and required inputs
- 2Reports unsupported or unresolved intercompany items
- 3Confirmed run saves a consolidated result; member-company books are unchanged
Preview creating a reusable gross-margin calculator in My Tools with sales and cost inputs. Explain the formula and what happens when sales is zero before saving it.
- 1Defines the calculator inputs and supported arithmetic
- 2Explains and previews the reusable tool
- 3Saves after confirmation; custom tools are not arbitrary programs or integrations
Read our ownership and fiscal-year records. Prepare the available corporate income-tax draft and explain its inputs, adjustments and review notes. Show any access limit; do not claim it was filed or paid.
- 1Reads the supported tax calculation and saved ownership facts
- 2Explains adjustments, limitations and evidence still needing review
- 3Draft calculation is separate from tax-authority assessment, submission and payment; tool access depends on the chosen workflow
Ask for the right screen
These are app-guided lessons. Chat explains where to go; you finish the settings, permission or printing action in Jabr.
Show me where to customize our invoice and document appearance. Explain the supported logo, colors and Arabic label options and guide me to the preview.
- 1Guides you to Settings → Document design
- 2You review and save supported appearance choices in the app
- 3Presentation changes do not change fiscal amounts, identity or ZATCA data
Explain how to invite my external accountant or CPA to review our records in Jabr, and where I control their access. Do not grant access on my behalf.
- 1Reads the relevant access guide
- 2Explains the supported review workflow and permissions
- 3You complete the invitation and access settings in the app
Show me where an owner or admin can review who changed our records and export the audit history. Explain how to filter it.
- 1Guides you to Audit Log
- 2Explains action and performer filters and CSV export
- 3You review/export in the app; audit history cannot be edited or deleted
Explain our team roles and show me where to invite an employee with only the permissions they need. I will review and save the access myself.
- 1Explains the roles documented in Jabr
- 2Guides an authorized user to team settings
- 3You review company access and save permissions in the app
Show me how to connect my supported AI client to Jabr through MCP. Explain where I authorize company access and how its approval flow differs from built-in chat. Do not grant access for me.
- 1Reads Jabr’s connection guide
- 2Explains supported client setup, company access and tool approval
- 3You authorize the connection in the relevant client/app; Jabr subscription and client requirements are separate
Read our integration status and explain which connections are recorded as active. Guide me to the available management screens. Do not imply an unfinished or hidden connector is ready to connect or synchronize.
- 1Reads the company’s recorded connection status
- 2Guides you to management for integrations actually available to your company
- 3Connection setup and synchronization follow release controls and permissions; recorded status is not proof of complete external data
Show me how to export our company backup from Settings → Maintenance. Explain what the archive includes and how to recognize any incomplete export. Do not restore or overwrite records.
- 1Guides you to Export All Data in Maintenance
- 2You download and check the archive and any completeness notices
- 3An incomplete archive is not a full backup; restore is a separate reviewed app action
Explain how our software can send supported records to Jabr through API access. Show me the app setup and explain test/live access, permissions and review-first posting. Do not create or request a secret in chat.
- 1Guides an authorized user to Settings → API access
- 2Explains supported operations, environments and posting policies
- 3You review permissions and create/manage the connection in the app; keep credentials out of chat
Why you stay in control
Review proposed actions, understand the evidence and check the saved result.
Review before saving
Built-in chat prepares supported changes for server-checked confirmation. For a connected MCP assistant, follow that client’s approval flow and review the tool action. A preview or spoken promise is not a saved result.
Everything is traceable
Important accounting actions retain source links and audit records. Eligible corrections use the supported source workflow or reversal, subject to permissions, period locks and the company’s configured window.
It knows its limits
Closed periods, protected fiscal data and missing evidence can require review or refusal. Jabr explains the supported next step; a failed action must not be described as completed.
Built-in guardrails
Use specialized loan, owner, payroll and supplier-payment workflows. Their server checks protect required mappings and evidence, and surface unsupported cases instead of silently treating them as ordinary entries.
Ready to try it on your own books?
Start with a question in the built-in assistant. Read the preview, confirm supported changes, and use the app for printing, evidence review or other steps explained in the lesson.