Frequently Asked Questions

OCTIS is the AI-first, all-in-one business operating system for Malaysian SMEs — a "Business-in-a-Box" that runs your whole company from one dashboard. It combines incorporation, a licensed company secretary, compliance, accounting, tax, e-invoicing, business banking, a built-in CRM, HR & payroll and legal services, all connected by AI. You onboard your company once and run everything in one place instead of stitching together a dozen separate tools and providers.

It means every core back-office function your company needs lives inside OCTIS and shares one login, one dashboard and one bill: company setup, company secretary, accounting & bookkeeping, tax filing, e-invoicing, invoicing, business banking, customers (CRM), HR & payroll, contracts & legal, e-signature, documents, trademark & IP, plus an AI Co-Founder and your live CompanyDNA™. Because the modules are connected, your data flows between them automatically — no re-entering the same information across apps.

No. Incorporation is only the front door — it's the easiest way to get started, but the real product is the operating system you run the business on afterwards. Most of OCTIS is what happens after registration: keeping you compliant, doing your books and taxes, sending invoices, paying your team, managing customers and signing contracts. You can also bring an already-registered company onto OCTIS without incorporating again.

OCTIS is built for Malaysian SMEs and founders — from someone registering their first Sdn Bhd, to an existing company that wants to consolidate its secretary, accounting, tax and operations in one place. It suits owner-run businesses that would rather not juggle multiple vendors, spreadsheets and deadlines, and growing teams that need everything connected and audit-ready as they scale.

AI and automation handle the repetitive work — paperwork, SSM and statutory filings, deadline reminders, data entry and document prep — so OCTIS runs lean and passes the savings on: lower price, same outcomes. Licensed humans (company secretaries, tax agents and auditors) still do the judgement work; the AI backs them, it doesn't replace them. That lower cost-to-serve is why one OCTIS plan typically costs less than the separate providers it replaces.

The AI Co-Founder is your 24/7 AI business advisor inside OCTIS — it answers questions, surfaces deadlines and helps you act across every module. CompanyDNA™ is a live, always-up-to-date model of your business (your structure, compliance status, finances and readiness) that the AI and your licensed team use to give advice that actually fits your company. Together they turn a pile of admin into clear, guided next steps.

OCTIS has three flat, monthly plans (billed annually, in MYR): Launch — RM80/month for the licensed company-secretary essentials and a registered office; Essential — RM120/month, our mid-tier secretarial plan for growing companies; and Professional — RM180/month, our top-tier secretarial plan for companies with more directors and shareholders. With a valid referral link, Launch is RM50/month and Professional is RM120/month (see pricing page.

Every plan includes your licensed named company secretary, registered office address, statutory records, compliance reminders and the OCTIS dashboard. Essential adds e-invoicing and covers more directors and shareholders than Launch. Professional turns on the rest of the operating system — CRM, HR & payroll, legal & contracts, banking and the full AI toolset — with room for even more directors and shareholders. The detailed, side-by-side feature table is on the pricing page, where you can compare any two plans.

OCTIS — and we guarantee it. If you find the same licensed incorporation or company-secretary service in Malaysia for less, our Lowest Price Guarantee matches the price. On the 24-month Launch package, incorporation is RM0 in OCTIS fees — you pay only SSM's own RM1,010 government fee — and the plan is RM50 a month, which a RM600 cash rebate brings down to an effective RM25 a month. All-in that is RM799 against RM2,210 of package value, plus RM811 in service credit. And the whole operating system is included at no separate charge: customer records and pipeline, team chat, WhatsApp AI, invoicing, bookings, digital name card, task management, forms, e-signature and business email. A cheaper incorporation elsewhere buys you the filing on its own; here the same money also carries the system you run the company on afterwards. The RM50 rate and the cash rebate require a valid referral link and the 24-month term — without them the standard rate is RM80 a month, still covered by the guarantee. Every plan also carries a 30-day money-back guarantee.

Incorporation costs RM200 one-time (plus the government SSM fee) as a standalone service, or is free — you only pay the government (SSM) fee — with a valid referral link. Either way it covers the SSM name search, Sdn Bhd registration, incorporation documents and your first-year company secretary, fully digital. There are no padded mark-ups or hidden commissions.

Yes. New company incorporation and every OCTIS plan are covered by our Lowest Price Guarantee — if you find the same licensed service in Malaysia for less, we'll match it. We benchmarked licensed providers across the market so you never overpay.

You get a 30-day money-back guarantee. See the full terms on our Money-Back Guarantee page.

OCTIS accepts Malaysian online banking via FPX and major credit/debit cards (Visa, Mastercard). Payments are processed securely through a regulated payment gateway, and you receive an invoice for every charge. Plans are billed annually with transparent, flat MYR pricing — no hidden fees.

Yes. You can start on any plan and upgrade as your business grows — for example from Launch to Essential as you need more directors, shareholders and e-invoicing support, or to Professional to switch on CRM, HR & payroll, legal & contracts, banking and the full AI toolset. Because everything lives in one system, upgrading just unlocks more modules on the data you already have; there's nothing to migrate.

Sdn Bhd (Sendirian Berhad) is a private limited company — the most common business structure for Malaysian SMEs. It needs a minimum of one director, one shareholder and one licensed company secretary. Shareholders' liability is limited to their share capital, which protects personal assets. OCTIS sets up your Sdn Bhd and then runs its secretary, compliance and operations for you.

A new Sdn Bhd is typically registered within a few business days once your name is approved and documents are submitted. OCTIS keeps it moving with instant AI document checks and a licensed secretary handling the SSM filing, and you track every stage live from your dashboard.

You'll need: IC or passport copies of the directors and shareholders, a proposed company name (a few options help), a short description of your business activity, the share structure, and a registered office address (OCTIS can provide one). Foreign directors provide a passport copy and proof of residential address. OCTIS prompts you for exactly what's required and validates each document as you upload it.

Yes — for most business activities foreigners can own 100% of a Sdn Bhd with no local partner required. Some regulated sectors carry licensing conditions or ownership limits. OCTIS flags any sector-specific requirements during setup so you start on the right footing.

There is no statutory minimum — a Sdn Bhd can be incorporated with as little as RM1 of paid-up capital. Many founders choose a higher figure for credibility or because a bank requires it for account opening. OCTIS can advise on a sensible amount for your situation and assists with bank account opening.

Yes. If you already have a Sdn Bhd, you can transfer it to OCTIS — we handle the company-secretary handover digitally, with no need to re-incorporate. If you run a sole proprietorship, OCTIS can incorporate a Sdn Bhd and move your business across onto the same plan. Pick the path that matches you on the pricing page.

A company secretary is a licensed professional that every Malaysian company must appoint within 30 days of incorporation (Companies Act 2016). They keep you compliant with SSM — maintaining statutory records, filing annual returns, organising AGMs and advising on corporate governance. Operating without one exposes the company and its directors to penalties. Every OCTIS plan includes a licensed named company secretary.

A real, licensed Malaysian company secretary is named to your company and responsible for your statutory work — OCTIS is not "a bot instead of a person". What the software does is remove the manual grind: reminders, document prep, filing and record-keeping are automated so your secretary (and tax agents and auditors) can focus on the judgement work. AI backs the licensed team; it doesn't replace them.

An annual return must be lodged with SSM each year (within 30 days of the company's incorporation anniversary), and companies that require an AGM must hold it and circulate financial statements within the statutory window. OCTIS tracks every deadline on your compliance calendar, prepares the filings and reminds you well ahead of time so nothing lapses.

Many small private companies qualify for audit exemption under SSM's criteria (based on revenue, total assets and number of employees); others must have their accounts audited each year. OCTIS can advise on whether your company qualifies for exemption. Note: OCTIS does not perform or replace the statutory audit itself.

Yes, and it's straightforward. OCTIS manages the full handover from your current secretary digitally — the resignation and new appointment, the SSM filing and the transfer of your statutory records — so there's no gap in compliance. Once you're on, your records and deadlines are all in one dashboard.

Bookkeeping isn't bundled into the Essential or Professional plans — those cover your company secretary and compliance essentials, not your books. If you need your accounts kept and financials prepared, OCTIS offers accounting & bookkeeping as a separate connected service — see the solutions page.

Company income tax filing with LHDN isn't bundled into the Essential or Professional plans — those cover your company secretary and compliance essentials. If you need your company tax return (Form C) prepared and filed, OCTIS offers accounting & tax services separately — see the solutions page.

Yes. OCTIS supports Malaysia's LHDN e-Invoice requirements and connects to MyInvois, so your invoices are issued and validated in the correct format as the mandate rolls out across business sizes. It's part of the same invoicing and accounting flow, so you stay compliant without extra tools.

Yes — OCTIS provides SST services including registration, periodic submissions and de-registration, handled by specialists and tied into your accounting. If you're unsure whether you need to register, OCTIS can advise based on your turnover and activity.

Not necessarily. Bookkeeping, company tax and SST aren't bundled into the Essential or Professional plans, but OCTIS still offers them as connected services alongside your company secretary — browse the accounting, tax and other pillars on the solutions page.

Yes. A built-in CRM is part of the operating system — track leads, customers, deals and conversations, including WhatsApp and team chat, all alongside your invoicing and contracts. Because customers, invoices and documents share one system, you see the whole relationship in one place.

Yes — OCTIS covers HR and payroll, including employee records and monthly payroll runs, connected to the rest of your operations so paying your team stays in sync with your books.

Yes. OCTIS provides legal services for SMEs — contracts and agreements, business licences and on-call legal support — with built-in e-signature and a secure document vault so everything is drafted, signed and stored in one place. Explore the full range on our legal solutions page.

Yes. OCTIS assists with opening a business bank account and connects banking and payments into your accounting and invoicing, so money in and money out reconcile against your books. International banking support is available for companies operating across borders.

OCTIS spans the whole back office across connected pillars: compliance & company secretary, legal, accounting/tax/banking & finance, HR & payroll, IT & digital, and sales & marketing — plus strategy and capital/financing support. Browse every service on the solutions page; you switch on what you need, when you need it.

Yes. Beyond its own connected modules, OCTIS exposes a Model Context Protocol (MCP) server, so AI platforms and assistants can securely connect to and act on your OCTIS data with your permission. That means the all-in-one system can plug into the wider tools you already use rather than being a walled garden.

You create an account, tell OCTIS a little about your company, and pick a plan — incorporate a new Sdn Bhd or bring an existing business across. From there everything runs from one dashboard: tasks, deadlines, documents, finances and your AI Co-Founder, with your licensed team handling the regulated work behind the scenes. Start from the pricing page.

OCTIS is available in six languages — English, Bahasa Melayu, Simplified Chinese (简体中文), Traditional Chinese (繁體中文), Japanese (日本語) and Korean (한국어) — so founders and teams can work in the language they're most comfortable with.

Yes. OCTIS encrypts your data in transit and at rest, restricts access to authorised personnel, and is operated in line with Malaysia's Personal Data Protection Act (PDPA). Your documents and records stay in your secure dashboard, and we don't share your data with third parties without your consent.

Yes — you have ongoing access to your company documents, statutory records, filings, invoices and correspondence from the dashboard, and you can download or export them whenever you need. Everything is stored securely in one place, so you're never locked out of your own records.

Help is available through in-platform messaging, email (support@octis.my) and WhatsApp, alongside your AI Co-Founder for instant answers any time. For anything regulated, your named licensed secretary and the relevant specialists are there to take it from you. You can also talk to our team directly.