Set up Safa in Slack

Send invoices to Safa in Slack. Safa replies in the thread with the UAE VAT treatment for each invoice and an Excel file of the batch.

What you need

  • A Safa account on the Safa Connectors plan. Create one here. You need your name, your email and an authenticator app on your phone. New accounts start with 5 free invoices, no card needed.
  • Early access. Safa Connectors is open to a small group for now. Your email must be on the access list to link your account. If it is not, join the waiting list or email hello@safa-ai.com.
  • Permission to add apps to your Slack workspace. If your workspace needs approval for new apps, your Slack admin approves Safa.

Safa is installed in one workspace at a time. Installing it across a whole Enterprise Grid organisation is not supported.

Add Safa to your workspace

  1. Open https://mcp.safa-ai.com/slack/install, or click Add to Slack on the Connectors page in the Safa web app.
  2. Choose your workspace, check the permissions Safa asks for, and click Allow.
  3. Safa confirms it is installed. Click Open Slack.

One install covers the whole workspace. Each person then links their own Safa account.

Link your Safa account

  1. Send Safa a direct message with an invoice attached.
  2. The first time, Safa replies with a link to connect your Safa account.
  3. Enter your Safa email, then the 6-digit code from your authenticator app. A backup code also works.
  4. Click Link. Go back to Slack and send your invoices again.

The link works for 30 minutes. If it expires, message Safa for a new one.

Check your invoices

  • In a direct message: send Safa PDFs, photos (PNG or JPG) or a ZIP file.
  • In a channel: @mention Safa in the same message that has the files. Invite Safa to the channel first.
  • You can send up to 20 files of up to 25 MB each, and up to 50 invoices per message.
  • Add "for" and a company name to choose the company, for example "for Acme Trading".
  • Add a few words such as "November bills" to name the analysis. Otherwise Safa names it from the invoices.

Safa adds an eyes reaction to your message straight away and posts its progress in the thread. When it is done, the reaction turns into a tick. In the thread you get the VAT treatment for each invoice, the reason for it, and an Excel file of the batch. If one of your company's VAT settings decided a result, Safa says which one.

Each document Safa reads and gives a VAT treatment counts as one invoice. Files that are not invoices are marked unrecognised and do not count.

Commands

  • /safa help shows what Safa can do and how many invoices you have left.
  • /safa history lists your 10 most recent analyses. Only you see the list.
  • /safa companies lists your companies.
  • /safa company sets the default company for this conversation. /safa company add and a name adds a company.
  • /safa settings opens a company's VAT settings.

Every analysis also appears in the Safa web app under Recent analyses.

Unlink or remove Safa

  • Unlink your Safa account: send unlink to Safa in a direct message. Or, in the Safa web app, open Connectors and click Unlink on the Slack card.
  • Remove Safa from the workspace: a Slack admin removes the app in Slack's app management. Safa then deletes the workspace's install and every Safa link in that workspace. Analyses already made stay in each person's Safa account.
  • Delete your results: delete an analysis in the Safa web app under Recent analyses. Otherwise Safa deletes analyses after 90 days.

Troubleshooting

  • "Safa Connectors is open to a small group for now": your email is not on the access list yet. Join the waiting list or email hello@safa-ai.com.
  • "Install Safa into a single workspace, not the whole organisation": start the install again and choose one workspace.
  • "This install link has expired": start the install again from the link above.
  • "This link has expired" when linking: message Safa in Slack for a new link.
  • Safa does not react to files in a channel: @mention Safa in the same message as the files, and check that Safa is in the channel. Or send the files in a direct message.
  • A file is refused: Safa takes PDF, PNG, JPG and ZIP files, up to 25 MB each and 20 files per message. Split larger batches.
  • Safa asks you to choose a company: pick one from the menu. The choice expires after 30 minutes. If it does, send the files again.
  • You are out of invoices: Safa says so and links to billing. Choose a plan or buy invoice credits.

Still stuck? See Support.

Your data

Safa keeps your analyses and their files for 90 days, then deletes them. Safa's replies and the Excel file stay in Slack under your workspace's own settings. Read the connectors privacy policy and the privacy policy for the details.