Features

Everything your business needs, nothing it doesn't.

One platform. 100+ features. Built for how you actually work.

Accounting

Total Clarity

See every dollar, every account, every period. Your books stay accurate and your decisions stay informed.

  • Chart of Accounts

    Set up your accounts exactly how your business works with multi-level categories for assets, liabilities, equity, revenue, and expenses.

  • Journal Entries

    Post journal entries one at a time or in batches, with a full audit trail so nothing gets lost.

  • Accounting Periods

    Open, close, and lock fiscal periods to keep your financial records accurate and tamper-proof.

  • Multi-Currency Ledger

    Track transactions in any currency with automatic conversion using your own or system exchange rates.

  • Asset Management

    Track your fixed assets from purchase to disposal, with automatic depreciation schedules built in.

Banking

Cash Control

Import your bank statements, match transactions, and always know where your cash stands.

  • Bank Account Management

    Manage multiple bank accounts across different banks and currencies, all in one place.

  • Transaction Recording

    Record deposits, withdrawals, and transfers with detailed line-item tracking for every transaction.

  • Bank Reconciliation

    Match your bank statements against your books with smart matching suggestions and clear exception handling.

  • Bank Statement Import

    Import your bank statements and match transactions to save hours of manual data entry.

  • Cash Position Tracking

    See your cash balance across all accounts so you always know your liquidity position.

Receivables

Earn Faster

Send invoices, collect payments, and stay on top of who owes you what.

  • Invoicing

    Create, send, and track invoices with multi-currency support, tax calculations, and full line-item detail.

  • Estimates & Quotations

    Send professional estimates and convert approved quotes into invoices with a single click.

  • Proforma Invoices

    Issue proforma invoices for advance billing and convert them to final invoices when you are ready.

  • Recurring Invoices

    Automate your regular billing with templates that generate and send invoices on schedule.

  • Payment Recording

    Record full or partial payments against invoices with automatic allocation and balance tracking.

  • Sales Credit Memos

    Issue credits for returns or billing corrections that flow straight through to your general ledger.

  • Customer Statements

    Generate account statements showing your customers their outstanding balances and transaction history.

  • Receivables Aging

    Track who owes you, how much, and for how long with aging buckets that keep your cash flow healthy.

Payables

Stay on Budget

Track every expense, manage vendors, and make sure nothing slips through the cracks.

  • Expense Management

    Record and categorize your business expenses with line-item detail and automatic GL account mapping.

  • Purchase Orders

    Create purchase orders with approval workflows and track fulfillment against vendor deliveries.

  • Vendor Invoices

    Process vendor invoices with PO matching and three-way verification to catch errors before you pay.

  • Vendor Payments

    Pay your vendors with full tracking, allocation, and accounts payable balance management.

  • Purchase Credit Memos

    Record vendor credits for returns or billing adjustments and apply them against your outstanding payables.

  • Expense Categories

    Define your own expense categories for consistent classification and cleaner reporting.

Payroll

Payday

Run payroll at the touch of a button. HeadOffice handles the calculations so you can focus on your business.

  • Payroll Processing

    Run payroll for your entire team with automatic gross pay, deduction, and net pay calculations.

  • Pay Period Management

    Set up weekly, bi-weekly, semi-monthly, or monthly pay cycles to match how your business runs.

  • Tax Deductions

    Automatically calculate and apply statutory tax deductions based on your local tax tables.

  • Benefits Administration

    Manage benefit types, enrollment, and employer contributions for your team in one place.

  • Payroll Adjustments

    Handle bonuses, commissions, overtime, reimbursements, and other pay adjustments by type.

  • Payslip Generation

    Generate detailed payslips showing earnings, deductions, contributions, and net pay for each team member.

  • Organization Contributions

    Track employer-side contributions like pension, health insurance, and statutory obligations.

  • Remuneration Types

    Support salaried, hourly, and commission-based pay structures with flexible configuration.

  • P45 Import

    Import P45 data for new hires to carry forward their year-to-date tax and earnings information.

Tax

Stay Compliant

Generate tax returns with data pulled directly from your books. No double entry, no guesswork.

  • Tax Returns

    Generate your tax returns automatically using data from your receivables and payables.

  • Tax Submissions

    Create, review, and download your tax filings with detailed line-item breakdowns ready for the authorities.

  • Tax Bills & Payments

    Track your tax liabilities, record payments, and manage refunds with full reconciliation.

  • Tax Schedules

    View and download tax schedules that summarize your taxable transactions for any period.

  • Multi-Jurisdiction Support

    Handle tax compliance across multiple jurisdictions with local rules, authorities, and settings.

  • Tax Reporting

    Generate tax reports for internal review or external filing with drill-down to source transactions.

People

Team Power

Manage your team from onboarding to timesheets, all in one place.

  • Team Member Management

    Keep comprehensive profiles for every team member with personal details, employment history, and status tracking.

  • Onboarding

    Bring new hires on board with employee number assignment and jurisdiction setup.

  • Emergency Contacts

    Store emergency contact details for every team member to keep your workplace safe and compliant.

  • Employee Documents

    Store contracts, files, and HR documents securely against each team member profile.

  • Internal Memos

    Record confidential HR notes and memos against employee profiles for internal reference.

  • Timesheets

    Track work hours with timesheet submission and approval so payroll stays accurate.

  • Attendance Tracking

    Monitor attendance records for better workforce management and payroll accuracy.

  • Leave Management

    Set up vacation, sick, and personal leave types with duration rules and accrual policies.

  • Employee Assets

    Track company equipment and assets assigned to team members throughout their time with you.

  • Salary Packages

    Manage compensation packages with full salary history tracking and revision records.

  • Deduction Management

    Configure deductions for loans, garnishments, and voluntary withholdings per team member.

Inventory

Stock Smart

Track what you have, where it is, and when to reorder. No surprises, no stockouts.

  • Product & Service Catalog

    Manage both physical products and billable services with categories, types, and pricing.

  • Stock Tracking

    Monitor your stock levels with current quantities and low-stock visibility.

  • Inventory Adjustments

    Record write-offs, corrections, shrinkage, and physical count variances to keep your numbers right.

  • Manufacturer Tracking

    Link inventory items to manufacturers for better product sourcing and supply chain visibility.

  • Inventory Categories

    Organize your products and services into categories for cleaner catalog management and reporting.

Contacts

Know Everyone

Keep every customer, vendor, and stakeholder in one place with a full financial picture.

  • Entity Management

    Manage customers, vendors, employees, and other contacts in one unified system.

  • Contact Profiles

    Store full contact details with classification by type, whether individual or business.

  • Activity Timeline

    Track all interactions and transactions for each contact in a chronological feed.

  • Tax Classification

    Assign tax IDs and classifications to your contacts for compliance and reporting.

  • Balance Tracking

    Monitor receivable and payable balances per contact so nothing falls behind.

Investments

Grow Wealth

Track your portfolio performance, record returns, and manage disposals with full GL integration.

  • Investment Tracking

    Record and monitor your investments with cost basis, current value, and quantity tracking.

  • Investment Valuations

    Record periodic valuations to track how your portfolio value changes over time.

  • Investment Returns

    Track dividends, interest, and capital gains by investment with clear return type classification.

  • Investment Disposals

    Record sales with automatic gain or loss calculation and GL journal entry posting.

  • Portfolio Overview

    View your consolidated portfolio with current value, cost basis, and return metrics at a glance.

Loans

Track Capital

Manage loans you have issued and received with payment tracking and interest accrual.

  • Issued Loans

    Track loans your business has issued with principal, interest rates, and repayment schedules.

  • Received Loans

    Manage loans your business has borrowed with payment tracking and interest accrual.

  • Loan Payments

    Record payments received or made with automatic principal and interest allocation.

  • Collateral Management

    Document collateral associated with your issued loans for risk management and compliance.

  • Outstanding Balances

    Monitor outstanding loan balances with maturity dates and status at a glance.

Reporting

Know Numbers

Generate the reports you need to make smarter decisions, from balance sheets to payroll summaries.

  • Financial Reports

    Generate balance sheets, income statements, trial balances, and other core financial reports.

  • Receivables Reports

    Analyze customer aging, collections performance, and outstanding invoice summaries.

  • Payables Reports

    Review vendor aging, payment schedules, and accounts payable analysis.

  • Payroll Reports

    Produce earnings summaries, deduction reports, and employer contribution statements.

  • Tax Reports

    Generate tax summaries and filing support reports across jurisdictions and periods.

  • Inventory Reports

    Analyze stock levels, valuation, movement, and turnover.

  • Banking Statistics

    Review bank account activity, transaction volumes, and reconciliation status.

  • Invoice & Expense Analytics

    Track invoice and expense trends with statistical analysis and period-over-period comparisons.

Platform

Run Securely

Control who sees what, manage multiple businesses, and keep a full audit trail of every action.

  • Role-Based Access Control

    Define roles with granular permissions to control exactly who can access what.

  • User Management

    Invite users, manage accounts, and control activation with secure authentication.

  • Portal Access

    Give your team members their own portal access to view payslips and personal information.

  • Multi-Currency

    Transact in any currency with configurable exchange rates and base currency conversion.

  • Multi-Jurisdiction

    Operate across jurisdictions with local tax rules, authorities, and compliance settings.

  • Audit Trail

    See every change and every action taken across all records for full compliance and accountability.

Get Started

Ready to see it in action?

Try HeadOffice and discover how one platform can replace your entire toolkit.