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HisaBooks is an all-in-one business workspace that brings billing, field service, procurement, customers, and HR into a single system.

It replaces the scattered Word files, spreadsheets, and separate tools that growing companies usually juggle, so office work and field work live in one place.

It is made for growing SMEs that want a cleaner way to run operations, finance, and people, without jumping to a heavy enterprise system before they are ready.

No. HisaBooks runs entirely in the browser, so your team can work from the devices they already use.

Each person signs in with their username, a password, and your company code. The company code is permanent and keeps everyone tied to the right company workspace.

Yes. Most companies begin with a single workspace, such as billing or service reports, then switch on the others once that first flow is running smoothly.

Yes. The portal is built first for desktop work, and the public pages and forms also adapt to phones and tablets, so field staff can work from the device in their hand.

Yes. A companion mobile app for iOS and Android sits alongside the web portal, using the same company login and the same role-based permissions, so field teams, engineers, and managers can work without opening a browser.

From the app, your team can view the dashboard, manage customers and tasks, create and review service reports, quotations, and invoices, check payslips and attendance, and open any document as a PDF to share on the spot.

Company details and document settings, because everything else reads from them. Then customers and items, then the people who need logins, then start issuing real documents.

There is a getting started area in the app that walks the same order. The reason the sequence matters is that setting branding and tax treatment first means the first invoice you send is already correct rather than something you reissue.

Yes. There is a search that spans records rather than making you guess which section a document is filed under, which is usually how people actually look for things.

Yes. Time zone is a company setting, so documents and reports read in the time your business actually runs on rather than a server default.

Setup is fast. You create the company workspace, choose your workspaces, and add your team. If you would like a hand, you can request setup help before you begin.

You choose your country, a plan, the workspaces you want, and your team size. The total updates live as you change each part, so you can compare the monthly and yearly price before you check out.

The workspaces are Billing & Finance, Field Service & Signoff, Procurement & Payables, HR & People, and Payroll Support.

You can select only the ones you need now and add more later as the team grows.

Every plan includes a set number of users. When you need more than that allowance, the extra users are added to the total.

Employee count only affects pricing when HR or Payroll is part of your setup. If neither workspace is selected, the employee field stays hidden to keep the form simple.

Both billing intervals are supported. The yearly option shows the full annual total so you can compare it directly against monthly billing.

HisaBooks supports Singapore (SGD) and India (INR). The pricing page detects your region and shows the right plans and currency automatically.

Yes. HisaBooks offers a Free Starter workspace for companies that want to begin with real work before moving to a paid plan.

Free Starter is designed as a live operating workspace with clear limits and HisaBooks branding on customer-facing outputs, so teams can prove value quickly and upgrade later without re-entering everything.

Free Starter includes customers, items, quotations, invoices, service reports, company settings, and finance basics for a small team.

The free plan is intentionally limited by user count, active records, and monthly activity so companies can experience the flow while still having a clear reason to upgrade.

That branding is part of the free plan. It keeps the no-cost tier sustainable and helps the product market itself through real customer-facing work such as quotations, invoices, and service reports.

Once a company upgrades to a paid plan, that mandatory free-plan branding is removed automatically.

Yes. A free company upgrades from its own subscription settings page. The first Stripe subscription is attached to the existing company, so the company code, users, and records stay in place.

Yes. Plans are designed to grow with you. Company admins can upgrade the plan, add or remove workspaces, and adjust user or employee counts directly from the subscription settings page, without contacting support.

A Company Administrator cancels from the subscription screen in the web app. Cancelling stops the next renewal rather than cutting you off immediately: paid access stays active until the end of the period you have already paid for.

When that period ends the company moves to the Free plan or another allowed state. It is not deleted. Uninstalling an app or simply stopping work does not cancel a paid subscription, so use the subscription screen.

Paid fees are generally non-refundable, and partial-period refunds for unused time are not usually given, except where the law requires it or AARK has approved it in writing.

Duplicate charges, confirmed billing errors, and confirmed unauthorised charges are corrected after review. The Subscription, Cancellation, and Refund Policy is the full and authoritative version.

The payment may be retried, and you may be asked for an updated payment method and sent reminders. Paid-only features can be limited and paid access suspended after reasonable notice if it stays unpaid.

Keeping a working payment method on the account is the Company Administrator's responsibility, so it is worth updating a card before it expires rather than after.

Yes. Downgrades normally take effect at the end of the current paid period rather than immediately.

If what you are using is above the smaller plan's limits, the Company Administrator needs to bring users, employee records, or workspaces down to fit before the change can apply.

In Billing inside the web app. Subscription invoices and receipts are available there to the Company Administrator, so you do not need to ask us for a copy.

Payments are made by card through Stripe's secure hosted checkout, so you can pay with confidence.

Taxes may apply depending on your billing country. The final amount is calculated and confirmed securely at checkout before you pay.

There are three company roles: company super admin, the master account owner; company admin, who handles day-to-day setup and management; and company user, for regular work inside the permitted modules.

Yes. Access is decided by a person's role plus the features your company has subscribed to, so sensitive areas can be kept away from the wrong people.

Yes. Alongside the standard company roles, a company admin can grant or remove individual permissions for a specific user, so an exception, such as giving one staff member access to export financial reports, does not require changing their entire role.

Every permission change is recorded in the audit trail, so it is always clear who has access to what, and when that access changed.

Every company operates inside its own account boundary. One company can never see another company's records.

Each company operates inside its own fully isolated workspace, with its own company code, users, and records. If you run more than one legal entity or need entirely separate books, each one is set up as its own HisaBooks company so data never mixes between them.

Within a single company, you can still organize day-to-day work by department, customer, or project using tasks, roles, and feature access, without needing a second workspace.

Yes. A company admin can disable or remove a user at any time, so accounts stay tidy when staff change.

Yes. Key actions and changes are recorded, so they can be reviewed later from the company dashboard.

Yes. The admin role can be given to more than one person, so responsibility for managing the company workspace can be shared across your team.

Your company creates a link for a job, and the engineer or customer opens it on site to complete the form. No account or login is needed to fill a shared link.

Yes. The signature pad works on screen, so a customer can sign directly on the phone or tablet being used at the job.

An optional company stamp can be added, or photographed and attached if it is a physical stamp only.

No. Once a form is submitted, the link closes, so the same job cannot be completed twice.

Service reports can be set up as standard or vessel, so the form matches the type of work, whether it is general service or marine and vessel jobs.

Yes. A company can preload delivery order items, and those lines stay read-only for review, so the person on site confirms them rather than edits them.

Yes. Supporting images and PDF files can be attached, so site photos and related documents stay together with the job record.

Yes. Once a form is submitted, it can be generated as a clean PDF for sending to the customer or keeping on file.

Yes. When procurement is part of your setup, service reports and delivery orders can be linked to a purchase order. This keeps field costs and purchasing records connected in one view.

Billing & Finance handles invoices, quotations, credit notes, customer payments, and statements, so your sales and finance work stays in one place.

Yes. Procurement & Payables covers supplier records, purchase orders, supplier bills, and supplier payments, so the payables side lives in the same system.

Purchase orders can also be linked to service reports and delivery orders, so field costs and procurement stay connected in one view.

Yes. The item catalog lets you save goods and services with a name, optional item code, default selling price, cost price, and tax rate. When you add an item to a quotation, invoice, or purchase order, those values fill in automatically, so your team spends less time retyping the same products and rates.

For India companies, each item stores an HSN or SAC code and a default GST rate. For Singapore, you can set the GST treatment per item (standard-rated, zero-rated, exempt, or out-of-scope). You can also assign a preferred supplier to a goods item and turn on stock tracking, which connects that item directly to the inventory module.

Yes. The inventory module tracks stock for goods items in your catalog. You can record five types of movement: Stock In (goods received), Stock Out (goods issued or sold), Adjustment Up, Adjustment Down, and Opening Balance to set a starting quantity. Every entry captures quantity, unit cost, an auto-generated reference number, and an optional note.

Each item can be given a reorder level. The inventory dashboard highlights anything at or below that threshold in a low-stock view, so you can reorder before stock runs out. A per-item movement log keeps a full traceable history of every change. Inventory is part of the Billing & Finance workspace and can be toggled per company.

Usually yes. Deleting an invoice, quotation, purchase order, delivery order, payslip, service report, or supplier bill marks it as deleted rather than erasing it, and there is a restore action for each of those.

This matters more than it sounds. Numbered documents are part of your records, so removing one outright would leave a hole somebody has to explain later.

Yes. Recurring invoices let you define the customer, the lines, and the schedule once, so a retainer or subscription bills on time without anyone remembering to raise it.

Yes. Documents carry multi-currency totals and there is an exchange rates area, so you can invoice a customer abroad in their currency while your own reporting stays consistent.

Yes. There is a customer portal with its own settings, message thread, and attachments, so a customer can look at what you sent and reply against it instead of digging through email.

You control what it shows, and portal follow-ups and messages stay attached to the customer record rather than sitting in one person's inbox.

Yes. Supplier bills and supplier payments sit alongside purchase orders and goods receipt notes, so an order can be followed through receiving to the bill and the payment against it.

Yes. Delivery orders, shipments, route manifests, backorder reporting, and delivery proof attachments are all there, so what left the warehouse and what the customer signed for stay on the same record.

Yes. Stock counts come with a count variance report, so a count that disagrees with the system produces a list of what differs rather than an argument. Inventory transfers have their own notes, packs, and reports.

There is a profit summary alongside the financial tracking and receivables and payables views, so margin is something you can look at rather than something you work out at the end of the year.

Yes. Scheduled reports send on a schedule you choose, and workflow reminders chase the things that are due, so the routine checks do not depend on somebody remembering.

Yes. There is an approvals area for requests and transactions that require independent review before they are issued or posted.

Yes. Customer-side and supplier-side balances are tracked inside one company workspace, so you get a clear view of money in and money out.

Yes. The HR & People and Payroll workspaces cover employees, attendance, leave, payslips, and statutory deductions (Singapore CPF or India EPF, ESI, Professional Tax, and TDS), so people management sits alongside the rest of your operations.

Yes. Documents such as invoices, quotations, and reports can be generated as clean PDFs for sending or record-keeping.

Yes. HisaBooks includes a catalog of professionally designed PDF themes, and each company can further customize font choice, heading and body text size, accent and text colors, table and border styling, logo size and placement, header layout, footer notes, and an optional watermark.

These settings apply automatically across invoices, quotations, purchase orders, delivery orders, credit notes, service reports, and payslips, so every document a customer receives is consistent and on-brand.

Yes. Company admins can set reusable intro and closing wording for quotation emails, invoice emails, and customer statement emails from Settings.

On the free plan, the company can still adjust its own wording, but the mandatory HisaBooks promotional footer stays in place and cannot be removed from that page.

Yes. Every customer-facing email, quotations, invoices, statements, and payment reminders, is tracked from the moment it is queued through to delivery, and its status is visible from the related document.

If a delivery fails, it is flagged rather than silently disappearing, so you always know whether a customer actually received what you sent.

Yes. Your company profile, including name, address, registration number, and bank details, is stored once and used on the documents you generate.

Yes. Finance and procurement work perfectly well on their own. You only add HR and payroll if and when you need them.

The Customer Data Vault is a secure store for customer-specific records that do not fit in a standard document, such as customer-held equipment inventory, site assets, access credentials, serial numbers, and secure notes.

Records are tied to a specific customer and access-controlled by role, so sensitive details stay available to the right people and off-limits to everyone else.

Yes. The Tasks module lets you create and track jobs assigned to customers or internal teams. Each task can carry a status, a due date, assignee, and notes, so open work is visible alongside the billing and service records it relates to.

Tasks integrate with the dashboard summary so managers get a live count of what is open, in progress, and completed without opening a separate tool.

Yes. Employees get their own leave, claims, and attendance views, so requests come in through the system instead of by message, and whoever approves them is looking at the same record.

This is usually the change people notice first, because it takes a pile of small interruptions off whoever was fielding them.

Yes. Attendance, leave, claims, shifts, onboarding, the employee lifecycle, and performance are all part of the HR area, and payroll reads the same employee record rather than a copy of it.

There is also an HR compliance calendar, so the recurring statutory dates are visible ahead of time rather than remembered on the day.

The HR & People workspace covers employee records (contract, banking, emergency contacts, documents), attendance tracking, shift planning, leave management with an approval workflow, onboarding checklists, expense claims, and performance review cycles.

The Payroll workspace adds payslip generation, statutory deduction calculations (CPF for Singapore or EPF/ESI/PT/TDS for India), and the statutory export tools that feed government filing portals. Payslips can be locked after approval so the record cannot be changed once finalized.

Not yet as a direct, automatic connection. Today, HisaBooks prepares the data you need for statutory and accounting purposes, GST-ready billing documents, India EPF, ESI, and TDS export files, and Singapore payroll summaries, in formats built for government portals and accountants.

Direct accounting-software and e-invoicing integrations are on our roadmap. If this is important for your rollout, let us know through Contact Sales and we will factor it into your setup guidance.

Payment is handled on Stripe's secure checkout. As soon as payment succeeds, your company workspace is created and you can begin setup.

Yes. Card details are entered on Stripe's hosted checkout, not stored in the portal, so sensitive payment data never sits inside HisaBooks.

Your data is protected on several layers. All traffic runs over an encrypted HTTPS connection, so information stays private while it moves between your team and the portal.

Each company is held inside its own isolated boundary, and what a person can open is controlled by their role and your subscribed features, so records stay within your company and in front of the right people only.

Passwords are stored using one-way hashing, never as plain readable text, so they cannot be read back by anyone, including us.

Repeated failed sign-in attempts are slowed and temporarily locked out, which protects accounts against guessing and brute-force attempts.

Yes. Any user can turn on two-factor authentication from their account settings, using a standard authenticator app to generate a time-based one-time code at sign-in.

One-time recovery codes are provided when 2FA is enabled, so an account can still be recovered if a device is lost, and enrollment or removal of 2FA is recorded in the audit trail.

Yes. The portal is served entirely over HTTPS, so the connection between your browser and HisaBooks is encrypted from end to end.

No. Companies are strictly separated, so one company can never reach another company's records. Inside your company, access is further limited by each person's role and the features you have subscribed to.

Yes. Uploads are limited to safe file types, such as images and PDFs, with a size limit, and they are stored outside the public web area so they are not openly accessible.

Signing in automatically closes any older session for that account, so a single login stays in one place and an unattended session does not stay open elsewhere.

If a subscription becomes inactive, access is paused until billing is back in order. Your company data is not deleted, and access returns once the subscription is current.

Only where it is needed to resolve something you have raised, and it is recorded. The Support Policy sets out how diagnostics and access work, and the activity log in your own company shows what happened.

We would rather you knew the honest shape of this than assumed nobody can ever see anything. Access exists, it is limited to support work, and it leaves a trail you can read.

There is a public status page for service availability and maintenance notes. If something is affecting you and the status page does not explain it, contact support rather than waiting.

The web app runs in any current browser and needs nothing installed, which is how most teams use it today. There is also a companion mobile app for iOS and Android.

Desktop and mobile app availability can vary by workflow. Contact support before planning a rollout that depends on device-specific integrations.

Your company records are yours. There is a data export area inside the app, and a Company Administrator should export anything important before reducing or ending paid access.

Export is deliberately separate from cancelling, so leaving a paid plan never depends on getting an export finished first.

No. Cancelling stops future renewals. It does not by itself delete company records, remove invoices or payroll history, cancel a statutory duty you still have, close a privacy request, or clear data already written to backups.

Deleting an account, removing an individual user, or closing a company are handled as separate requests. Those go through verification, an authority check, legal-retention review, and backup handling, which is why they are not a single button.

Standard support runs Monday to Friday, 9:00 AM to 6:00 PM Singapore time, excluding Singapore public holidays, and is currently provided in English.

Response targets are set by severity and describe an initial human response or acknowledgement. They are not promised fix times or a contractual uptime commitment. The Support Policy sets out the current targets.

If another administrator exists they can restore access, which is the main reason to keep more than one. If nobody can get in, contact support from a company address and expect to verify who you are and that you have authority to act for the company before anything is changed.

Yes. Talk to us before you buy rather than after, and we will go through what carries across cleanly, what has to be re-entered, and the order to do it in.

It is worth doing that conversation first, because the sequence you set things up in decides how much re-keying you end up doing.

Yes. You can contact our team for setup guidance, and we will help you map the first rollout, including which workspaces to start with.

No. Queued workflow emails are meant to be processed by the platform email worker automatically.

Manual retry is an operator recovery action for failed deliveries, not something normal company users should need to run every day.

Yes. Singapore companies can use the portal for billing, field operations, procurement, HR, payroll support, and secure internal workflows. Pricing is shown in SGD and all statutory requirements are built around MOM and IRAS rules.

Yes. GST-registered Singapore companies can apply standard-rated (9%), zero-rated, exempt, or out-of-scope GST treatment on each invoice and quotation.

When GST registration is enabled, invoices and tax invoices show the company GST registration number and a TAX INVOICE header as required by IRAS.

Yes. Singapore payroll support includes full CPF calculation for Citizens and Permanent Residents. PR employees are automatically assigned to the correct contribution tier (year 1, year 2, or year 3+), each with different employee and employer rates. The 2026 CPF contribution tables are built in.

Skills Development Levy (SDL) is calculated at 0.25% of ordinary wages, capped at S$4,500 ordinary wages per month. Self-Help Group (SHG) deductions are tracked per employee based on their racial/community group: CDAC for Chinese employees, SINDA for Indian employees, MENDAKI for Malay employees, and ECF for Eurasian employees. Each employee profile stores the assigned SHG group, and the portal calculates the correct deduction automatically each payroll run.

Yes. The AIS / IR8A preparation section checks employee and payslip data for annual income statement readiness. It flags any issues and helps ensure the data matches what IRAS expects for annual filing.

Yes. Singapore companies can use the inventory module to track goods stock with five movement types: Stock In, Stock Out, Adjustment Up, Adjustment Down, and Opening Balance. Each entry records quantity, unit cost, a reference number, and a note for a full audit trail.

Items can be given a reorder level so the low-stock filter highlights anything running short before it becomes a problem. The per-item movement log keeps a complete traceable history. Inventory is part of the Billing workspace and works directly alongside the item catalog.

Yes. Visitors detected in Singapore see SGD pricing by default, and checkout still asks the company to confirm country of incorporation before provisioning.

Yes. Many Singapore SMEs start with Billing & Finance or Field Service & Signoff, then add HR, payroll support, or procurement later. Workspaces can be added through the subscription settings page at any time.