Help Desk & Project Management Software for Financial Service Companies

With the pressure of meeting financial targets, staying current on rigorous regulatory standards, and reporting to key stakeholders, it’s imperative to have a robust system in place. OneDesk combines Help Desk & Project Management software into a single application – it increases efficiency by eliminating the need for multiple applications. Implementing a unified system means your sales team and support teams can work concurrently.

Utilizing the Help Desk side of OneDesk enables convenient client and contact management: from stock brokers, wealth managers, consultants and investment bankers. OneDesk allows you to manage tickets, maintain a knowledge base & FAQ, create automations and export intuitive reports.

The Project Management side of OneDesk is a great way to manage financial products and compliance projects. You can set goals for financial targets, make sure your team is on schedule, and track performance.

Help Desk

Provide Superior Customer Support: OneDesk’s built-in help desk software lets you capture support tickets, assign and respond to them from one centralized place. Simultaneously hold private internal conversations and separate client-facing discussions on the same ticket.

OneDesk Help Desk Software

Project Management

Online Team Collaboration and Project Tracking: Plan your projects, tasks, cost, and schedule within OneDesk. Discuss tasks and issues with your team and customers, and capture hours worked using timesheets or work timers. In OneDesk you can track tasks and issues together, view your tasks/projects as Gantt charts, and generate reports.

OneDesk Project Management Software

Discussions & Team Collaboration

In OneDesk you can share projects with the entire team, with specific members such as Financial Analysts, Accountants, or Auditors, or keep them private. Everyone sees only what pertains to them; and in turn, will increase efficiency. You can view your resources’ workload and easily re-assign tasks for optimal time management and work distribution between teams and members.

OneDesk Team Collaboration

100s of Integrations

You can connect OneDesk to hundreds of web applications:

  • Connect with QuickBooks and create new invoices from OneDesk timesheets
  • Create a project in FreshBooks from a project in OneDesk
  • Create Xero sales invoices from OneDesk timesheets
OneDesk QuickBooks FreshBooks & Xero Integrations


Extract data and create insightful reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email Excel or PDF documents. This will aid in creating your balance sheets, cash flow statements, etc.

OneDesk Reporting

Assign Tasks to Teams

Keep your entire team in the loop (including customers) with built-in discussions and email notifications on tasks and projects. View your resources’ workload and easily reassign tasks for optimal time management and work distribution between teams and members.

OneDesk Assign Tasks to Team Members

Mobile App

Carry your OneDesk around with you. Our mobile app connects to your OneDesk account so you can:

  • Access, create, and reply to Help Desk tickets
  • Get notified of new assignments
  • Log work with timers & timesheets
  • Create new tasks and submit them to your projects
OneDesk Mobile App

Live Chat with Customers

Phone scams are of the utmost concern to most. More customers are putting their trust in live chat services – they know they’re being directed to the correct institution. OneDesk utilizes SSL Certificates to keep your online chat conversations secure, so when customers are inquiring about their accounts and other sensitive information, they will be at ease.

OneDesk Live Chat with Customers

Email Integration

Capture and respond to customer emails directly from your OneDesk account. OneDesk will create a new ticket from the email, capture attachments, and create a new customer record if necessary.

OneDesk Email Integration

Customer Web Portal

OneDesk includes a web-portal designed especially for your customers. Engage with them on your website and allow them to report issues, make suggestions, and receive answers. The web portal is completely customizable – you can change the appearance, features, behaviour, and customer permissions.

OneDesk Customer Portal

Knowledge Base & FAQ

Always answering the same questions on loan approvals or account-related issues? Let customers find the answers quickly by publishing FAQ’s to the knowledge base. Increases customer satisfaction while reducing the workload on your support team.

OneDesk Knowledge Base & FAQ

Completely Customizable

OneDesk can be customized to your preferences. With hundreds of options, you can change colours, layout, create custom messages, intelligent automations, and more.