TaskFino

1.3 Key Features

Human Resource Management System (HRMS)

  • Manage employee records, attendance, and leave applications.
  • Manage Divisions, Departments, Designations, and Office Calendar.
  • Track performance metrics and maintain comprehensive employee data.
  • Notice board.

Payroll Management

  • Define and manage different salary structures based on employee roles, departments, or grades, including basic, allowances, deductions, and bonuses.
  • Automatically calculate monthly salaries based on attendance, leave, overtime, and other variables – reducing manual errors.
  • Add performance-based bonuses, commissions, and handle various deductions like loans, taxes, or penalties with full control.
  • Configure tax rules and statutory deductions as per local regulations, ensuring accurate tax computation and compliance.
  • Generate downloadable and printable payslips for each employee, with breakdowns of earnings, deductions, and net pay.
  • Track disbursed and pending salaries, payment modes, and transaction references for audit and financial records.
  • Access detailed reports including salary summaries, department-wise payroll, tax deductions, and monthly disbursement logs.

Loan Management

  • Employees can apply for loans directly from their dashboard by specifying the amount, reason, and desired repayment terms.
  • Admins or authorized personnel can review, approve, or reject loan requests with comments, ensuring controlled disbursement.
  • Configure custom EMI (Equated Monthly Installment) plans, which are automatically deducted from employee salaries during payroll processing.
  • Set interest rates (flat or percentage-based) and define whether the loan is interest-free or interest-bearing.
  • Maintain a complete record of each employee’s loan, including approved amount, paid EMIs, remaining balance, and payment dates.
  • Generate reports to analyze total loans issued, outstanding amounts, and department-wise loan disbursement.

Asset Management

  • Maintain detailed records for every asset, including additional items, parts, purchase date, cost, and purchase receipts for reference and audits.
  • Monitor warranty start and end dates with automated alerts to ensure timely claims or renewals.
  • Log every repair or maintenance activity with dates, descriptions, costs, and service provider details for future reference.
  • Allocate assets to employees or departments based on availability, role, or project need, with a full history of asset assignment and return.

Lead Management System

  • Capture and manage leads efficiently.
  • Assign leads to team members and monitor progress.
  • Monitor the lead conversion journey perfectly.
  • Generate insights on lead conversion rates.

Accounting

  • Approve or reject project budgets before execution begins.
  • Link financial goals and payments to specific project milestones.
  • Create, send, and manage professional invoices; track paid, unpaid, and overdue statuses.
  • Record and categorize all company or project-related expenses.
  • Manage multiple accounts such as bank, cash, and digital wallets; monitor balances and transactions.
  • Record deposits, handle internal fund transfers, and maintain accurate general ledger entries for auditing and compliance.

Task Management

  • Approve or reject project budgets before execution begins.
  • Link financial goals and payments to specific project milestones.
  • Create, send, and manage professional invoices; track paid, unpaid, and overdue statuses.
  • Record and categorize all company or project-related expenses.
  • Manage multiple accounts such as bank, cash, and digital wallets; monitor balances and transactions.
  • Record deposits, handle internal fund transfers, and maintain accurate general ledger entries for auditing and compliance.

Why Choose TaskFino?

TaskFino is an all-in-one platform that streamlines your business operations by integrating HRMS, Payroll, Lead Management, Project and Task Management, Accounting, Asset and Loan Management—all in a single, easy-to-use solution delivering efficiency and real-time insights.

  • All-in-One Solution: Combines HR, payroll, project management, accounting, and more into a single unified platform, eliminating the need for multiple disconnected tools.
  • User-Friendly Interface: Intuitive design and centralized dashboards make it easy for teams to adopt and manage daily tasks without a steep learning curve.
  • Automation & Efficiency: Automates repetitive processes like payroll calculation, attendance tracking, and invoicing, freeing up time for strategic work.
  • Real-Time Insights: Comprehensive dashboards and reports provide up-to-date visibility into employee performance, project progress, finances, and more.
  • Customization & Flexibility: Tailor workflows, roles, and permissions to fit your unique business processes and team structures.
  • Scalable for Growth: Suitable for small businesses to large enterprises, supporting expanding teams and evolving operational needs.
  • Integrated Communication: Built-in notifications and collaboration tools keep everyone aligned and informed within the same platform.
  • Reliable Security: Role-based access control and data protection policies ensure sensitive information stays secure.
  • Improved Decision Making: Data-driven analytics and reports empower managers to make smarter, faster decisions.
  • Cost-Effective: Reduces software overhead by consolidating multiple business functions in one affordable system.
  • Support: Access dedicated customer support and regular updates to stay ahead.