Wafeq AI Agent that automates unpaid invoices, VAT and expenses
Payments & accounting wafeq.com
A Katteb Agent for Wafeq that reads your Wafeq account and returns clear finance reports: unpaid invoices with due dates, VAT figures for any period, and this month’s expenses by category. It is for finance leads, accountants, and founders who use Wafeq and need fast, screen-backed summaries from live data.
What a Wafeq agent does
The jobs people usually do here by hand. Tap one in the app and it becomes a plan.
- List unpaid invoices in Wafeq with their due dates.
- Give me the VAT figures for this period.
- Summarise this month's expenses by category.
Anything else you would do in this site by hand can be described in your own words: the planner turns it into a plan you approve before it runs.
What people use it for
List unpaid invoices with due dates
The agent opens Wafeq, finds outstanding receivables and returns a dated list of invoice numbers, customers, amounts and due dates along with a screenshot of the Wafeq view. Use it for weekly chase lists or for handing to collections.
Give VAT figures for this period
The agent extracts Wafeq transaction data and reports total output VAT, input VAT and the net VAT position for the period you specify, plus a screenshot of the VAT report in Wafeq so you can reconcile quickly.
Summarise expenses by category
The agent groups this month’s bills and expense claims by category, showing totals and the top cost items, and includes a screenshot of the categorized expense list from Wafeq to speed month-end reviews.
Why it is worth it
- Get screen-backed reports from your live Wafeq account without sharing passwords
- Save time: run a report on demand or schedule daily or weekly runs
- Pay only for agent runs and the browser activity used
- Keep a clear audit trail: every report includes the agent’s screenshots
Questions people ask
How does the agent access my Wafeq data?
You sign in once inside a private Chrome browser hosted by Katteb; the agent works through that browser to click, read and screenshot the Wafeq pages. Katteb never sees your password and the agent stops if a page requests credentials.
Can the agent file VAT or post transactions in Wafeq?
No. The agent only reads the Wafeq interface like a person and returns reports and screenshots. It will not perform API exports or make changes to your books automatically.
Is automated activity inside a Wafeq account safe?
Automating clicks and logins inside a third-party account can carry a risk of restriction. The agent operates like a user in your browser; do not assume it is undetectable and review your platform terms before scheduling frequent runs.