To make the most of your SiFi platform, there are a few essential steps you need to complete during setup. These steps ensure your company can start using SiFi smoothly for expense management, reimbursements, and card controls.

✅ Step 1: Set Up Your SiFi Account

• Once invited, you’ll receive an email and SMS with your invitation.

• If you already have a SiFi account, simply log in, then accept or reject the invite.

• If you’re new to SiFi, you must complete a one-time KYC process:

  1. Go to my.sifi.app.

  2. Click Activate Account.

  3. Follow the activation requirements (NID/Iqama/Passport details, email verification, mobile verification, Nafath).

👉 See How to Activate Your Account for detailed instructions.

✅ Step 2: Add Funds

• To start using SiFi, you’ll need to add funds.

• This can be done directly from the Dashboard.

• Once funded, your company balance will appear in real-time.

👉 See How to Add Funds to SiFi.

✅ Step 3: Invite Your Team

• Go to the People tab in the dashboard.

• Use Invite to add team members either in bulk or individually.

• We recommend inviting all employees who will submit expenses, request reimbursements, or use cards.

👉 See How to Invite Your Team.

✅ Step 4: Set Up Budgets (Optional)

• If you manage expenses by department, office, or project, you can create Budgets.

• Each budget can have its own rules and assigned cards.

• If your company doesn’t need this, you can skip this step.

👉 See How to Create Budgets.

✅ Step 5: Define Approval Policies

• Create approval workflows to control who approves what.

• You can configure multi-level approvals, minimum/maximum limits, or special cases.

👉 See How to Configure Approval Policies.

✅ Step 6: Connect Accounting Software

• Integrate SiFi with your existing accounting or ERP system.

• This ensures expenses flow automatically for reporting and reconciliation.

👉 See How to Connect Your Accounting Software.

✅ Step 7: Start Issuing Cards

• Once everything is in place, you can begin issuing cards (virtual or physical).

• Set limits, add category/country restrictions, and assign them to your employees.

👉 See How to Create a Card.

🎉 You’re Ready!

After completing these steps, your company can fully enjoy the benefits of SiFi:

• Smarter spend management

• Automated reimbursements

• Secure card controls

• Seamless accounting integration

💬 Need assistance setting up your company on SiFi? Contact us at support@sifi.sa or call 920031030.