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Officaid

What Can Officaid Do?

Your Business in Harmony. Finance, Sales, Team, and Network in One Platform.

Officaid is a unified business management system designed for small and medium enterprises. Instead of juggling separate tools for accounting, payroll, CRM, and operations, everything works together inside one connected workspace.

Dashboard and Real-Time Insights

Everything that needs your attention, the moment you log in.

Financial Visibility

  • Real-time cash flow summary

  • Bank account balance overview

  • Money in vs. money out trend graph

  • Profit and loss summary

  • Office expense snapshot

Alerts and Actions

  • Overdue and upcoming invoices

  • Payable deadlines

  • Expiring document notifications

  • Team leave and claim approval requests

  • Overdue tasks and activities

Sales and Relationships

  • Visual sales funnel with open, closing, and active deals

  • Upcoming deal activities

  • Relationship warm-up tracker for key contacts

Contacts and Relationship Management (CRM)

Know every connection and why it matters.

Contact Profiles

  • Card view and list view modes

  • Full activity timeline per contact

  • Linked companies, deals, invoices, and activities

  • Notes and communication records

  • "Reason to connect" and relationship tags

  • Family and personal detail fields

Company Records

  • Company-level profiles

  • Employee directory per company

  • Linked revenue and deal tracking

Sales, Deals, and Inventory

From first conversation to closed deal, including product management.

Sales Pipeline

  • Visual deal stages

  • Activity logging and notes

  • Stage movement tracking

  • Revenue forecasting visibility

Quotations

  • Create and send quotations

  • Convert quotations to invoices instantly

  • Track payment status

Items and Inventory

  • Product and service management

  • Track stock levels

  • Automatic stock deduction upon invoicing

  • Low-stock visibility alerts

Tasks and Unified Calendar

Stay on top of daily operations with clarity.

Task Management

  • Assign tasks to team members

  • Add follow-up tasks linked to deals, invoices, or contacts

  • Comment-based collaboration

  • Complete history logging

Unified Calendar

A single calendar view that combines:

  • Tasks

  • Invoice due dates

  • Payable deadlines

  • Team leave schedules

  • Deal activities

Team and HR Management

Manage your people, payroll, and policies in one place.

Employee Management

  • Full employee directory

  • Detailed profiles with documents, salary progression, KPIs, emergency contacts, and assigned assets

  • Allowances and deductions tracking

  • Performance notes

Payroll Engine

  • Automated payroll calculation

  • Payslip generation

  • API-based payroll submission

  • CPF and statutory calculation support (Singapore)

  • Tax calculation automation

Leave Management

  • Customizable leave types and rules

  • Leave application and approval flow

  • Leave balance tracking

Claims Management

  • Expense claim submission

  • Approval workflows

  • Custom claim policies

Tax and Compliance

  • Automatic tax calculation from payslips

  • Direct tax submission to IRAS (Inland Revenue Authority of Singapore)

Finance and Accounting

Full double-entry accounting designed for SME operations.

Banking and Reconciliation

  • Bank account management

  • CSV statement uploads

  • Transaction matching and reconciliation

  • Internal transfers between accounts

  • Statement history archive

Revenue Management

  • Invoice creation and management

  • Other income tracking

  • Client financial records

Expenses and Payables

  • Expense categorization

  • Vendor directory

  • Bill management

  • Loan tracking and repayment visibility

Fixed Assets

  • Asset register

  • Automatic depreciation scheduling

  • Employee assignment tracking

  • Disposal tracking

Financial Reports

The numbers you need, ready when you need them.

Profit and Loss Statement

Balance Sheet

Cash Flow Statement

General Ledger

Trial Balance

Chart of Accounts

Accounts Receivable Aging

Accounts Payable Aging

Designed for audits, accountant collaboration, and compliance submission readiness.

Administration and Access Control

Secure and scalable for teams of any size.

  • Role-based access control

  • Granular permission settings

  • Company configuration

  • Tax and financial settings

Support and Learning

We are here to help you get the most out of Officaid.

  • Help Center knowledge base

  • Weekly live workshops (free)

  • 24/7 AI chatbot assistance

  • Product updates and release notes

Ready to run your business from one place?

Officaid brings your contacts, sales, team management, payroll, and full accounting together.
No more switching between tools. No more syncing data across systems.

Get started

  • No credit card required

  • 14-Day free trial