Help
How to do each job in SME AI Office, one step at a time. Search for a word, or pick the part of the system you are working in.
Getting started
Your first screen: your website link and three steps that turn green. The top bar, and stars that follow your account.
Compliance
Resolutions signed on a phone, your company setup, deadlines and company records.
Accounting
Scan receipts, check expenses and revenue, read your P&L and balance sheet, prepare the GST F5, and keep a register of your equipment.
Payments
The free PayNow QR, card and PayNow through your own HitPay account with no platform fee, and refunds.
Invoicing
Invoices, quotes, payments and reminders.
Payroll
Set up your team, run payroll, send payslips, and prepare CPF, the bank file and IR8A.
HR
Leave, claims, attendance and the staff portal.
Personal Coach
Your booking page, session packs, recurring bookings, classes and events, Schedule and your clients.
Learning Centre
Terms, the timetable, enrolling students, fees by PayNow, the register and make-up lessons.
Retail
For a shop: Today, selling at POS, one product list with sizes, colours and add-ons, stock, and selling online with orders, delivery, discounts, refunds and reviews.
F&B
Your ordering website, the prep list, recipes and waste, tables, the counter and the kitchen display.
Fitness Studio
Timetable, instructors, class packs and passes, the register and your studio page.
Membership
Your member register, categories, renewals, reminders, payments and receipts.
POS and Inventory
Selling at POS, stock in, stock takes and shifts.
Get found on Google
How your website shows on Google, your words and About, your Google Business Profile, and a checklist.
Your blog
Write posts for your website that Google lists, from Online Shop, Personal Coach, F&B or Fitness Studio.
CRM
Contacts, the pipeline and merging duplicates.
Connect Claude
Connect your own Claude, ask about your business, let it suggest receipts and invoices for you to approve, and disconnect.
On the Free plan? The Free plan and Pro 365: no monthly fee, unlimited sales, the free PayNow QR, no fee from us on any payment, and what Pro 365 adds.
In Malaysia? Using SME AI Office in Malaysia: working in ringgit, telling customers how to pay by bank transfer, and what is different from Singapore.
In Hong Kong, the Philippines, Brunei, Australia, New Zealand or India? Using SME AI Office outside Singapore: working in your own money, telling customers how to pay, and the beta.
Use Claude? Connect it to SME AI Office and ask “how do I…” in your own words. It answers step by step from these guides, with a link to the right page. If the guides do not cover it, it will point you to Feedback or our WhatsApp.
Cannot find it? Email [email protected], or use the Feedback button inside the app.