Everything You Can Do With Officaid: One Platform to Run Your Entire Business

See Everything That Matters From One Dashboard

The moment you log in, Officaid shows you what needs attention. Your dashboard is not just a summary. It is a decision-making tool.

Overdue invoices, upcoming tasks, expiring documents, and pending team requests are all flagged automatically. You can see your cash flow trends, track open deals in a visual funnel, and review your profit and loss summary without clicking into a single module.

For business owners and managers, this means fewer surprises and faster decisions. You are not digging through reports or chasing updates from your team. The dashboard brings the information to you.

Manage Every Business Relationship in One Place

Officaid is more than a contact list. Every person and company in your network gets a rich profile that connects to their activities, deals, invoices, and communication history.

You can view contacts as visual cards or in a detailed list. Each contact record includes notes, a full activity timeline, and a "reason to connect" field. This simple but powerful feature reminds you why this relationship matters and what your next move should be.

You can also store company employee directories and family member details, giving you the personal context that turns a cold business relationship into a warm one.

Track Sales From First Conversation to Closed Deal

Officaid gives you a clean, visual sales pipeline organized by stages. You always know where every deal stands, what activities are coming up, and which opportunities need attention. Stage movement is tracked so you can see how deals progress over time, with revenue forecasting built into the pipeline view.

Create quotations directly within the platform and, when the deal closes, convert them into invoices with a single action. No re-entering data. No switching tools.

For businesses that sell physical products, Officaid also includes item and inventory management. Track stock levels, get low-stock alerts, and let the system automatically deduct inventory when invoices are created.

Stay Organized With Tasks and a Unified Calendar

Keeping track of what needs to happen across a business is one of the hardest operational challenges. Officaid handles this with a straightforward task management system and a unified calendar.

You can create tasks, assign them to team members, add follow-ups linked to deals or contacts, leave comments for collaboration, and review full task history for accountability. The calendar pulls together tasks, invoice due dates, payable deadlines, team leaves, and deal activities into a single view so nothing falls through the cracks.

Manage Your Team, Payroll, and HR Without a Separate System

Officaid includes a full HR and payroll suite designed for growing teams.

Every employee gets a detailed profile covering documents, salary progression, KPIs, emergency contacts, assigned assets, payslips, leave records, allowances, and deductions. It is a complete employee record, not just a name and email address.

Payroll runs with automated calculations and payslip generation. For businesses in Singapore, Officaid supports CPF and statutory calculations, API-based payroll submission, and direct tax submission to IRAS, saving hours of manual compliance work every month.

Leave and claim management are fully customizable. You define the policies that match your company rules, and the system handles applications, approvals, balance tracking, and reporting.

Full Accounting and Financial Management Built In

This is where Officaid truly sets itself apart from most business management tools. Instead of connecting to a third-party accounting app, Officaid includes a complete double-entry financial management system.

You can manage bank accounts, upload CSV statements, match and reconcile transactions, process internal transfers, and review statement history. Fixed assets are tracked with automatic depreciation scheduling, employee assignment, and disposal records.

On the revenue side, you can create invoices, record other income, and maintain client financial details. On the expense side, you can categorize expenses, manage bills and payables, maintain a vendor directory, and track loans with repayment visibility.

Everything feeds into your reports, which means your financial data is always up to date and consistent.

Generate the Reports You Need for Decisions and Compliance

Officaid generates all the standard financial reports businesses need without requiring an accountant to pull them together.

Available reports include the Profit and Loss Statement, Balance Sheet, Cash Flow Statement, Accounts Receivable Aging, Accounts Payable Aging, General Ledger, Trial Balance, and a full Chart of Accounts. Everything is designed for audit readiness, accountant collaboration, and compliance submission.

Whether you are preparing for a board meeting, filing taxes, or simply reviewing how the quarter went, the data is ready when you need it.

Control Access and Keep Your Data Secure

Officaid includes role-based access control with granular permission settings, so you can define exactly who sees what across your organization. Company details, tax settings, and financial configuration are managed centrally, giving administrators full control over the platform.

Support That Meets You Where You Are

We believe software should come with real support, not just a FAQ page.

Officaid offers a comprehensive help center with guides and tutorials, weekly free workshops where you can learn tips and ask questions live, a 24/7 AI chatbot for instant answers at any time, and regular product updates so you always know what is new.