TaskFino is a paid, cloud-based office management platform that consolidates HR, payroll, accounting, CRM, task, asset, and loan management into a single system for streamlining daily business operations.
What is TaskFino?
TaskFino is an all-in-one office management software designed to centralize HR, finance, accounting, and task management for businesses. It takes employee data, attendance logs, leave requests, leads, invoices, and project milestones as inputs and produces automated payroll calculations, payslips, financial reports, and real-time dashboards as outputs. The platform runs on the web and is developed by VISER X, as stated in the footer.
Key Features
- HRMS – Automates employee onboarding, attendance tracking, leave management, and division/department organization with a designation-based hierarchy and role-based access.
- Payroll – Automates salary calculations, deductions, overtime, meal cost, leave deduction, festival bonus disbursement, insurance, provident fund, and payslip generation in one click; supports spreadsheet export.
- Loan Management – Manages collateral-free employee loans with application, hierarchy-based approval, installment setup, amortization table, interest rate setup, and complete loan records.
- Asset Management – Tracks company assets by category, records repair history, warranty periods, additional parts, and includes an employee offboarding checklist.
- CRM – Manages leads with source tracking, status monitoring, follow-up reminders, proposal records, permission-based assigning, one-click filtering, and conversion rate calculation.
- Accounting – Handles invoice management, expense tracking, account type creation, deposit monitoring, account transfers, transaction history, income/expense recording, and milestone-based payment collection.
- Task Management – Supports board organization, task distribution, project and milestone tracking, sprint planning, subtasks, Kanban view, global task tracker, and one-click task creation and assigning.
- Notice Board – Provides a centralized digital notice board for company announcements and updates.
Who is it for?
- HR teams – Use the HRMS module to onboard employees, manage attendance and leave policies, and centralize employee databases with division and department organization.
- Finance and accounting staff – Use payroll automation and accounting features to calculate salaries, generate payslips, track expenses, and manage invoices without switching tools.
- Operations managers – Use asset tracking, loan management, and task boards to monitor company resources, approve employee loan applications, and assign project milestones.
What can you do with TaskFino?
- Streamline employee management: From onboarding to payroll processing, TaskFino automates workflows for attendance, leave, and salary calculations, reducing manual HR work.
- Track company assets and loans: Assign assets to employees, record repair histories, and manage employee loan applications with approval workflows and amortization schedules.
- Manage projects and leads: Use Kanban boards, global task tracking, and CRM lead follow-up reminders to keep teams aligned and convert prospects.
Pricing
TaskFino offers four paid tiers billed annually: Startup ($16.69/month, billed $199/year, 10 users), Growth ($33.33/month, billed $399/year, 25 users), Scale ($58.33/month, billed $699/year, 50 users), and Enterprise ($108.33/month, billed $1299/year, 100 users). All tiers include 24/7 support and a custom domain. Monthly pricing is also displayed with higher per-month rates. Start a free trial at TaskFino pricing page.
FAQ
What is TaskFino?
TaskFino is an all-in-one office management software designed to streamline business operations, including HR, finance, accounting, and task management.