Finance Pack

For accountants, financial advisors, entrepreneurs: budgets, cash flows, valuations, Zakat and VAT calculations, KPI analysis.

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What sets this pack apart

  • Annual + monthly budgets
  • ZATCA-compliant Zakat
  • VAT calculation
  • 5-method valuation
  • 3-statement model

Prompts in this pack (20)

Annual Budget pro

Build a full annual budget for a Saudi company following SOCPA standards, with departmental allocation, variance analysis, and ZATCA complia

★ Free preview
Cash Flow Projection plus

Prepare a cash flow statement and 12-month projection for Saudi SMEs under IFRS 7, covering both direct and indirect methods with local cont

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Company Valuation

Value a Saudi startup using DCF and revenue multiples, calibrated to SAMA regulations, Tadawul comps, and STV/Wa'ed fund benchmarks.

Zakat Calculator plus

Calculate Zakat accurately per ZATCA guidelines covering Nisab, Hawl, and both individual and corporate scenarios

★ Free preview
Financial KPIs

Analyze financial ratios for liquidity, profitability, and solvency per IFRS and SOCPA standards for Saudi companies

Saudi SaaS Subscription Revenue Model: Pricing, 15% VAT, and Projections

Builds a complete SaaS subscription revenue model for the Saudi market: pricing structure, 15% VAT calculation, churn analysis, and 12-month

Real Estate Investment Feasibility Analysis – ROI, Yield, REGA Standards, and Ejar Platform

Conduct a comprehensive real estate investment analysis covering ROI, rental yield, exit strategy, and financing, aligned with REGA standard

Saudi Personal Budget: Salary, Zakat 2.5%, Housing, and Savings Plan

Builds a comprehensive personal budget tailored for Saudi Arabia: salary allocation, Zakat calculation, housing, savings, and emergency fund

VAT Calculation & E-Invoicing Requirements – ZATCA Phase 2 (15%)

Calculate Saudi VAT at 15% and verify e-invoice data completeness per ZATCA Phase 2 requirements, including QR code and XML fields.

3-Statement Financial Model — IFRS/SOCPA

Build an integrated 3-statement financial model linking income statement, balance sheet, and cash flows under IFRS/SOCPA standards.

Personal Investment Plan – Shariah-Compliant: Equities, Sukuk, Real Estate, and CMA Guidelines

Build a personalised Shariah-compliant investment plan covering equities, sukuk, and real estate aligned with your risk profile and CMA Saud

Cost Reduction

Cost reduction strategy using Zero-Based Budgeting for Saudi companies — protecting quality, workforce, and compliance with labor regulation

SaaS Startup Financial Model (3-Year Projection)

Operational financial model for a Saudi SaaS startup with MRR/ARR/CAC/LTV/Churn KPIs and 36-month projections for investor pitch or Series A

Capitalization Table for a Saudi Startup

Multi-class cap table (Founders + ESOP + SAFE + Preferred) for a Saudi startup, with dilution simulation across rounds.

Discounted Cash Flow (DCF) Company Valuation

Professional DCF valuation for a Saudi company with WACC, FCFF, Terminal Value, and sensitivity analysis for M&A or Tadawul IPO.

Comparable Companies Multiples Valuation

Valuation via Trading Multiples (EV/EBITDA, EV/Revenue, P/E) with peer selection from Tadawul and MENA markets.

Comprehensive Zakat Calculation (Personal & Business)

Full Zakat calculation guide: cash, livestock, crops, gold, stocks, funds, companies — applying ZATCA regulations for Saudi entities.

Shariah-Compliant Personal Investment Plan (Diversified Portfolio)

Build a diversified Shariah-compliant investment portfolio for a Saudi investor by age and risk profile, using products actually available i

Comprehensive Saudi Retirement Plan (GOSI + Personal Investment)

Integrated retirement plan for a Saudi employee combining GOSI pension + personal Shariah investment to bridge the post-retirement income ga

Residential Home Purchase Plan (Shariah-Compliant Financing)

Home purchase plan in Saudi Arabia with Shariah-compliant financing (Ijarah, Murabaha, Tawarruq) with affordability and buy-vs-rent analysis

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