Invoices & clients Raise invoices with a template gallery, progress/retainer billing and a UPI pay-now link; track clients and receivables; and record customer payments. How it helps: Get paid faster: branded invoices, receivables and payment tracking in one place.GST & returns GSTIN validation, tax splits, GSTR-1/3B, credit notes, 2B reconciliation with IMS actions, GSTR-9 annual, composition (CMP-08/GSTR-4), bill of entry (import ITC), ISD distribution, DRC-01B/C self-check and consolidated multi-GSTIN returns. Turn off if you don't file GST. How it helps: File on time without spreadsheets — your GSTR-1/3B build themselves from your invoices.TDS returns TDS both ways: what clients withheld from you, and the TDS you deduct paying vendors — challans, the quarterly statement workbook and certificate working copies. How it helps: Never miss a TDS deposit: per-quarter deducted-vs-deposited tracking with CA-ready working papers.Reports & books Cashflow, income vs expense, net worth, financial statements, consolidated multi-company reports, a custom report builder with a live dashboard, scheduled report emails, and the reports library. How it helps: Know where the money is every morning: cashflow, outstanding and the reports library.Recurring rules Auto-post monthly retainers, subscriptions, salaries, SIPs and balanced recurring journal vouchers. How it helps: Retainers, rent and SIPs post themselves so your books never fall behind.Bank reconciliation Import a bank statement — auto-detecting 11 Indian bank formats — and match each line to a recorded payment or expense, with saveable bank rules and first-class credit-card accounts. How it helps: Tick off your bank statement against your books in minutes — every rupee accounted for.Inventory & stock Track stock for the products you sell — opening balances, a live stock ledger, low-stock alerts, batch/expiry, opt-in per-unit serials and FIFO valuation, and landed costs on purchases. Sales decrement stock automatically. How it helps: Always know what's in stock: sales draw it down automatically and low-stock items flag before you run out.Sales & purchase orders Raise sales and purchase orders, compare vendor quotes on an RFQ board, auto-draft POs from low-stock alerts, track them open→fulfilled, and convert to an invoice or a bill in one tap. How it helps: Confirm an order before you bill: track what's pending and turn it into an invoice or purchase bill in one tap.Retail till & shops A point-of-sale till with cash sessions, Z-reports, parked bills, exchanges and gift vouchers, across the shops you register — each with its own terminals, staff and stock. Every plan includes one shop; more are ₹5,000 a shop a month. How it helps: Ring up a sale in seconds and close the day with a Z-report — every shop and every till in the same books as your invoices.Couriers & parcels Connect Shiprocket, Delhivery or Blue Dart — or ship on Finocket's own courier account — and book, label and track parcels against your invoices, with returns treated as routine. How it helps: Book a parcel from an invoice and follow it to the door, without a courier login of your own if you do not have one.Cost centres Tag — or split by percentage — invoices, expenses, journal lines and individual invoice lines across cost centres, projects, departments and funds, and read a profit & loss per dimension. How it helps: See which branch, project or team actually makes money — tag transactions and read a P&L per cost centre.Manufacturing Define a bill of materials per finished product and record production runs — optionally routed through named work centers with per-step labour costing — that consume raw materials and produce finished goods. How it helps: Turn raw materials into finished stock: record a production run and Finocket draws down components and adds the finished goods automatically.Fixed assets & depreciation Keep a fixed-asset register and compute correct depreciation — straight-line (SLM) or written-down-value (WDV) — with a month-by-month schedule, accumulated depreciation and net book value per asset. How it helps: Know what your assets are really worth: a register with SLM/WDV depreciation worked out to the paise, pro-rated from the day you put each asset to use.AI assistant Ask your books questions in plain language. How it helps: Ask 'who owes me money?' in plain language and get answers from your own books.
Projects Group work and expenses under client projects, with rate cards that resolve billed time automatically. How it helps: Know which client work actually makes money.Time tracking Billable timer and per-client time entries. How it helps: Turn tracked hours into invoice lines without retyping.CRM & deals Sales pipeline, deal stages and follow-ups. How it helps: Never let a lead rot: pipeline, next actions and follow-up nudges.Accounts & unified Inbox Roll contacts up into the companies they work for, and read every email and WhatsApp thread against one timeline — with contact enrichment and Meta lead-ads intake. How it helps: See the whole company, not one contact: every thread, every deal and every person in one place.Records Track whatever your business handles per customer under record types you define yourself — the details to capture, the paperwork each one needs, and the rules it must satisfy. Nothing is pre-loaded: the types, fields and rules are your own words. How it helps: Set up once what each customer engagement needs, then see at a glance what's missing and what's about to run out.Website chatbot Answer questions on your own website and on WhatsApp using answers you write yourself — capture the visitor as a lead, and hand the conversation to a person when there is no answer for it. How it helps: Answer the 10pm enquiry: a chat bubble on your site replies in your own words, files the visitor as a lead, and passes anything it cannot answer to you.Site visits Log client / site visits with voice notes, and assign, schedule and dispatch the day's route on a board. How it helps: Voice-note a site visit before you forget it — it lands on the client timeline.Items catalog Publish a branded, read-only catalog of chosen items on a shareable link — a list and item details your customers can browse. A showcase, not a storefront: no cart, no checkout, no search. How it helps: Share your product or service list on one link: pick the items, add photos, choose whether to show prices, and publish — customers browse, no online store to run.Online storeBeta Run your own shop: pick a theme, write your pages and policies, point your own domain at it, and publish. Your items become the shop's catalogue — one place to manage the storefront, not an engineer's job. How it helps: Open a shop on your own domain without an engineer: choose a look, write the pages, connect the address, publish.Loyalty programme Points on every sale, tiers by annual spend, expiry and campaigns — with the liability posted to the ledger accounts you choose. How it helps: Reward repeat customers with points and tiers, and keep the outstanding liability on the books rather than in a spreadsheet.Forms & lead capture Embeddable/hosted forms with consent-proofed lead capture (timestamp, IP, exact opt-in text). How it helps: A lead form on your link that files consent proof automatically.Landing pages Hosted, mobile-first landing pages on your Finocket link with a form and basic analytics. How it helps: A hosted page with your branding that turns visitors into leads.
Consent & compliance Per-contact consent ledger, suppression list, DSR export/delete, jurisdiction rules. How it helps: Outreach that can prove consent — ledger, suppressions and data requests handled.Email & sequences 1:1 mailbox email, campaigns, saved audience segments and follow-up sequences — every send resolved against consent. How it helps: Campaigns and follow-up sequences that check consent on every send.QR & tracking Dynamic QR codes that never deactivate — change the destination without reprinting, and see every scan turn into a lead. How it helps: One sticker, tracked forever: edit where it points, and each scan lands as an attributable lead in your CRM.Campaigns & UTM Group your QR codes, forms, landing pages and email sends under one campaign with a canonical UTM set — build tagged links, dedupe and map sources, and see source → lead → revenue. How it helps: Know which campaign actually brought the lead — one UTM set across every QR, form and email.
Marketplaces & integrations Amazon, Flipkart, Meesho and quick-commerce ingestion, plus a live integration catalog of every connectable surface. How it helps: Reconcile marketplace settlements and TCS as pure finance — money in, money out.Developers & API API keys, webhooks and the developer console. How it helps: Automate anything with API keys and webhooks.Approvals & automation Require sign-off before invoices, expenses, payments or purchase orders are finalized; automate reminders and actions with workflow rules; run a staged dunning ladder on overdue invoices. How it helps: Add a control step and put the follow-ups on autopilot: high-value records wait for an approver, and rules chase overdue invoices for you — consent and quiet hours respected.Tally syncBeta Bring vouchers across from a TallyPrime company and review every one of them before it reaches your books — with a plan you read first, a mapping queue that never guesses a ledger, and a bulk rollback that says exactly what it removed, what it reversed and what it had to keep. How it helps: Keep Tally and Finocket in step without retyping: read what a sync would do, commit it when you are happy, and undo the whole run if it is not.Public API & webhooks Versioned REST API and signed outbound webhooks for integrating your systems. How it helps: Connect Finocket to your own systems with a real REST API.
