Frequently Asked Questions

Officaid is an all-in-one business management platform built for small and medium enterprises. It combines CRM, sales pipeline, HR, payroll, leave and claims management, invoicing, expense tracking, and full double-entry accounting into a single connected workspace.

Officaid is designed for small and medium businesses, startups, and growing teams that want to manage their contacts, sales, team, and finances from one platform instead of juggling multiple tools.

Yes. While Officaid includes Singapore-specific features such as CPF calculation, IRAS tax submission, and GST handling, the platform is built to support businesses operating in any region. Multi-currency support is included.

Most tools specialise in one area, such as accounting, CRM, or HR. Officaid brings all of these together in one platform. Your contacts, deals, invoices, payroll, expenses, and financial reports are all connected, which means less manual data entry, fewer errors, and a complete view of your business.

Officaid includes contact and company management with card and list views, full activity timelines, linked deals and invoices, notes, relationship tags, and "reason to connect" fields. Every relationship is tracked in one place.

Yes. Officaid provides a visual sales pipeline with customisable stages, activity logging, stage movement tracking, and revenue forecasting visibility. You can also create quotations and convert them directly into invoices.

Yes. You can manage products and services, track stock levels, receive low-stock alerts, and let the system automatically deduct inventory when invoices are created.

Officaid includes full double-entry accounting with bank account management, reconciliation, CSV statement uploads, internal transfers, invoicing, expense categorisation, vendor management, loan tracking, and fixed asset management with automatic depreciation.

Officaid generates Profit and Loss Statements, Balance Sheets, Cash Flow Statements, General Ledger, Trial Balance, Chart of Accounts, Accounts Receivable Aging, and Accounts Payable Aging. All reports are designed for audit readiness and compliance submission.

Yes. You can record expenses and income in multiple currencies while maintaining consistent reporting in your base currency. Exchange rate tracking and accurate conversions are built in.

Yes. Upload bank statements in CSV format and use transaction matching to reconcile your records. Internal transfers between accounts are also supported.

Yes. Expenses and invoices are processed using region-specific tax rules such as GST or VAT, ensuring correct tax treatment, valid recovery claims, and clean audit trails.

Yes. Officaid includes role-based access control with granular permission settings. You can define exactly who has access to specific modules, data, and actions across your organisation.

Yes. Officaid is a cloud-based platform with secure data handling practices. Your business data is stored safely and access is controlled through your permission settings.