Full features list of Tessaract

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

Onboard new clients systematically.

Customisable like Excel, structured like your own database.

Automatically logged, intelligently filed and threaded.

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

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

Everything is searchable. Even photos and images.

Do your check for conflicts of interest directly within.

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

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

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

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

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

Send billing request. Convert it into an invoice later.

Intellectual properties reports in one click.

Customise and manage case related finance requests workflows.

Automatically create case related documents, tasks with templates.

Leverage RPA to automatically create standard tasks for each case.

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

Easily configure and modify case approval workflow.

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

Customisable like Excel, structured like your own database.

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

Manage and delegate case related tasks.

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

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

Automatically create project related documents, tasks with templates.

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

Easily configure and modify project approval workflow.

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

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

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

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

Send billing request. Convert it into an invoice later.

Customise and manage project related finance requests workflows.

Customisable like Excel, structured like your own database.

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

Manage and delegate project related tasks.

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

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

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

Unlimited number of signers.

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

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

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

Signing log ensure all actions on the document is tracked.

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

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

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

Unlimited number of signers.

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

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

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

Signing log ensure all actions on the document is tracked.

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

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

Customisable approval workflow for staff expense and claims.

Customisable approval workflow for of billings.

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

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

Generate and send statement of accounts to your customer.

Generate chart of accounts report.

Customisable tax settings to cater to any scenario.

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

Easily migrate to Tessaract accounting with conversion balance.

Generate balance sheet reports.

Account for, and depreciate fix assets.

Multi-currency support.

Easily defer unearned incomed as you please.

Easily apportion sales, expenditures or income into different accounts.

Invoice easily with integrated products, timesheets and expense billings.

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

Automated e-Invoicing processing, integrated with Peppol network.

Automated e-invoicing processing, integrated with InvoiceNow.

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

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

Integrate your bank account with accounting.

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

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

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

Onboard new clients systematically with approval workflow.

Open, manage and close cases with approval workflow.

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

Post, manage and expenses systematically with approval workflow.

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

Manage all finance request systematically with approval workflow.

Manage write off and file closing systematically with approval workflow.

Manage and approve all employee leave with approval workflow.

Submit and manage employee expense claims.

Manage employee data in one integrated system.

Manage and approve all employee leave with approval workflow.

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

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

Group users into multiple groups for easy access control.

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

Standard reports for most use cases.

Fully cusomisable reports for unique scenarios or use cases.

Full notification control.

Generate chart of accounts report.

Actionable sales performance reports for sales.

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

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

Implements all business requirements onto the platform.

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

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

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

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

Ongoing software updates.

Helpdesk support reachable over email and online chat.

Priority support over email, chat and phone.

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

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

Option to host Tessaract on your own servers or infrastructure.