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Client Management

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Secure Client portal

Fill your documents with customer and service data in just a few clicks. 

Client approval workflow

Onboard new clients systematically.

Customised properties/fields

Customisable like Excel, structured like your own database.

Logged email threads

Automatically logged, intelligently filed and threaded.

VoIP Calls

Call your clients directly from the dashboard. Calls are automatically logged.

SMS

Send SMS to your clients directly from the dashboard. SMS automatically logged.

Deep search

Everything is searchable. Even photos and images.

Conflicts Check

Do your check for conflicts of interest directly within.

One click onboarding

KYC, CDD & other onboarding documents generated in one click.

China Wall

Great silos or china walls to reduce turning away clients due to conflicts of interests.

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Case Management

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Time Tracking

One click time tracker. Automatically tagged to case. Consolidate and send bill request/invoice when ready.

Activities Tracking

Every action, communication and task, logged automatically, presented in a easy to see timeline view.

Expense Tracking

Log case related expenses, bill your client in one click.

Billing Request

Send billing request. Convert it into an invoice later.

IP Cases + Basic IP Report

Intellectual properties reports in one click.

Finance Request

Customise and manage case related finance requests workflows.

Customised Case Templates

Automatically create case related documents, tasks with templates.

Case Templates

Leverage RPA to automatically create standard tasks for each case.

Case reports

Fully customisable case reports. Case billing, case tasks, case status. Anything you can think of.

Customised case approval workflow

Easily configure and modify case approval workflow.

Sequences

Sequence your approval process and map it to a company's hierarchy.

Customised properties/fields

Customisable like Excel, structured like your own database.

Logged email threads

Emails are automatically logged. Automatically tagged, threaded and filed in their respective cases.

Case Task management

Manage and delegate case related tasks.

Document generation

Smart document assembling automation to create boilerplate documents with a single click.

China Wall

Great silos or china walls to reduce turning away clients due to conflicts of interests.

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Project Management

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Customised Project Templates

Automatically create project related documents, tasks with templates.

Project reports

Fully customisable project reports. Case billing, case tasks, case status. Anything you can think of.

Customised project approval workflow

Easily configure and modify project approval workflow.

Sequences

Sequence your approval process and map it to a company's hierarchy.

Time Tracking

One click time tracker. Automatically tagged to project. Consolidate and send bill request/invoice when ready.

Activities Tracking

Every action, communication and task, logged automatically, presented in a easy to see timeline view.

Expense Tracking

Log case related expenses, bill your client in one click.

Billing Request

Send billing request. Convert it into an invoice later.

Finance Request

Customise and manage project related finance requests workflows.

Customised properties/fields

Customisable like Excel, structured like your own database.

Logged email threads

Emails are automatically logged. Automatically tagged, threaded and filed in their respective projects.

Project task management

Manage and delegate project related tasks.

Document generation

Smart document assembling automation to create boilerplate documents with a single click.

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Digital Signing

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Generate documents

Create, prepare, and send document for signing without having to switch to another application.

Upload documents

Upload DOCX or PDF and prepare them for signing using our UI.

Multi-Signers

Unlimited number of signers.

Flexible sequencing

Have the document signed by different people, in an order that you decide.

Sign without account

Signers are able to sign your documents without a Tessaract account.

Sign anywhere

Sign documents on any device, anywhere with an internet connection.

Signing log

Signing log ensure all actions on the document is tracked.

Singpass signing

Sign with SingPass, with the assurance that they are authentic.

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Document Management

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Drive Sync

Create, prepare, and send document for signing without having to switch to another application.

Multi-Docs

Upload DOCX or PDF and prepare them for signing using our UI.

Integrated digital signing

Unlimited number of signers.

Secure cloud storage

Have the document signed by different people, in an order that you decide.

Collaborative work

Signers are able to sign your documents without a Tessaract account.

OCR

Sign documents on any device, anywhere with an internet connection.

Document templates

Signing log ensure all actions on the document is tracked.

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Accounting & Finance

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Trust accounting

Built in trust accounting module, making trust account management easy.

Write off/File Closing

Built in process to faciliate account, case, job or project write-off.

Expense Approval

Customisable approval workflow for staff expense and claims.

Billling Approval

Customisable approval workflow for of billings.

Payment approval

Staff claims

Built-in module to process and account for dispensation of staff claim.

Sequences

Customisable sequence numbering formats for invoices, billing requests, expenses, finance requests.

Generate, send Statement of account by email

Generate and send statement of accounts to your customer.

Chart of accounts

Generate chart of accounts report.

Customised Tax settings

Customisable tax settings to cater to any scenario.

Repeating journals

Transaction journals

Transaction report, flexible enough to filter and sort by all fields.

Conversion balance

Easily migrate to Tessaract accounting with conversion balance.

Balance sheet reports

Generate balance sheet reports.

Fixed assets

Account for, and depreciate fix assets.

Automated fixed assets

Foreign currency

Multi-currency support.

Deferred income

Easily defer unearned incomed as you please.

Apportionments

Easily apportion sales, expenditures or income into different accounts.

Invoicing

Invoice easily with integrated products, timesheets and expense billings.

Bill Requests

Send bill requests to clients for approval, before converting it into an invoice.

Peppol

Automated e-Invoicing processing, integrated with Peppol network.

InvoiceNow

Automated e-invoicing processing, integrated with InvoiceNow.

Quotation

Easily generate and send quotations to clients. Convert quotations to invoices in a click.

Product management

Manage sales team with products you can easily add into Bill Requests, Quotes or Invoices.

Bank account integration

Integrate your bank account with accounting.

Customised financial settings

Fully customisable accounting module, adaptable to accounting standards around the world.

Full reporting

Performance, cash, collection, foreign currency, transactions, tax, fully customisable.

IRAS reports

Instantly generate IRAS reports for easy corporate tax filing in Singapore.

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Workflow management

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Client approval workflow

Onboard new clients systematically with approval workflow.

Case approval workflow

Open, manage and close cases with approval workflow.

Billing approval workflow

Manage drafting, posting, sending and closing of billing requests with approval workflow.

Expense approval workflow

Post, manage and expenses systematically with approval workflow.

Batch approval from dashboard

Review and approve individually or in batch from the approval dashboard.

Finance request approval workflow

Manage all finance request systematically with approval workflow.

Write off approval workflow

Manage write off and file closing systematically with approval workflow.

Payment approval

Leave approval workflow

Manage and approve all employee leave with approval workflow.

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Human Resources

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Employee expense claim management

Submit and manage employee expense claims.

Employee biodata management

Manage employee data in one integrated system.

Leave approval

Manage and approve all employee leave with approval workflow.

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User Management

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Client side access

Clients for our projects, jobs or cases have access to all client related documents and data with a client access portal.

Extended permissions

Extended permissions ensures only the right person has access to any particular modules and/or functions.

Group/Department Access

Group users into multiple groups for easy access control.

China Wall

Great silos or china walls to reduce turning away clients due to conflicts of interests.

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Analytics & Reporting

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Preset report templates

Standard reports for most use cases.

Customised reports

Fully cusomisable reports for unique scenarios or use cases.

Customisable notifications

Full notification control.

Chart of accounts

Generate chart of accounts report.

Sales performance reports

Actionable sales performance reports for sales.

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Integrations

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External Calendar
External Drive
Softlog
Papercut
Equitrac
Hubspot
Mailchimp
Lupl
SingPass
Outlook plugin
IMAP Email sync
Tessaract Mobile App
VoIP
Google Suite
Microsoft 365 Business & Enterprise
Sentroweb
Superset charts
Full API Access
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Onboarding

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Professional onboarding scoping

Professional scoping ensures all your business requirements and processes are mapped.

Professional process integration

Integrates your existing processes into the platform, ensures your business processes remain uninterupted.

Professional implementation

Implements all business requirements onto the platform.

Customised UI setup

Customise user interface to help with change management, and to conform to industry or company specific naming protocols.

Professional data migration service

Our professionals migrate your data from legacy or other systems, ensures no loss of business data.

Professional on-site training sessions

On site training sessions to help with change management within your company.

Professional remote training sessions

Remote training sessions to help with change management within your company.

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Support

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Ongoing software update

Ongoing software updates.

Standard helpdesk support

Helpdesk support reachable over email and online chat.

Premium helpdesk support

Priority support over email, chat and phone.

Regular remote training sessions

Regular remote training sessions to ensure continued optimised use of the system by employees.

Regular on-site training sessions

Regular on-site training sessions to ensure continued optimised use of the system by employees.

On-site hosted solution

Option to host Tessaract on your own servers or infrastructure.

Up to 80% funding available

Tessaract is a pre-approved PSG vendor. You might be eligible to receive up to 80% funding support from PSG. Power your business with Tessaract today.

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Frequenty Asked Questions

What kind of businesses can Tessaract power?

Tessaract can power all types of businesses. We have customers from the Legal, Accounting, Insurance, Consultancies and Asset Management industries.

My firm is a small firm with < 10 employees. Is Tessaract built for us?

Tessaract can power all types of businesses. We have customers from the Legal, Accounting, Insurance, Consultancies and Asset Management industries.

My firm is a multi-national company with thousands of employees. Can we use Tessaract?

Tessaract can power all types of businesses. We have customers from the Legal, Accounting, Insurance, Consultancies and Asset Management industries.

Are there any grants available?

Tessaract is only $88 per person, making it one of the most affordable business management software on the market. We strive to keep our costs low while maintaining quality so our clients can continue receiving the best without breaking the bank. Your business might also qualify for PSG.

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Power your business today

Tessaract is the operating system that powers your business. Power your business and accelerate growth today.