Build your Finocket kit — pick your modules

Books & tax

Invoices & clientsRaise 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 & returnsGSTIN 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 returnsTDS 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 & booksCashflow, 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 rulesAuto-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 reconciliationImport 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 & stockTrack 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 ordersRaise 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.Cost centresTag — 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.ManufacturingDefine 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

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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 assistantAsk your books questions in plain language.How it helps: Ask 'who owes me money?' in plain language and get answers from your own books.

Personal finance

Investments & 80CTrack ELSS, NPS, PF/PPF, FD, gold, mutual funds and stocks, with 80C planning.How it helps: See all your tax-saving investments and 80C headroom in one screen.Income trackingLog salary, interest, rent, dividends and other personal income.How it helps: Every income source logged means an accurate tax picture at year end.

CRM & pipeline

ProjectsGroup 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 trackingBillable timer and per-client time entries.How it helps: Turn tracked hours into invoice lines without retyping.CRM & dealsSales pipeline, deal stages and follow-ups.How it helps: Never let a lead rot: pipeline, next actions and follow-up nudges.Records

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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

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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 visitsLog 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

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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.Forms & lead capture

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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

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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.

Outreach & compliance

Consent & compliance

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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

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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 & trackingDynamic 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

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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.

Partners & commissions

Partner programs

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Single-tier partner programs, referral attribution and a self-serve partner portal.How it helps: Let partners send you business and see exactly what they've earned.Commission ledger

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Append-only commission accrual on collected revenue, with holds and clawbacks.How it helps: Commissions accrue only on money actually collected — no clawback drama.Commission statements

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Monthly per-partner Excel/CSV for your CA to execute payment and tax treatment.How it helps: Month-end partner statements your CA can pay from directly.

Platform & integrations

Marketplaces & integrationsAmazon, 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 & APIAPI keys, webhooks and the developer console.How it helps: Automate anything with API keys and webhooks.Approvals & automation

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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 sync

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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

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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.

Start from a kit, then turn on only what you need.

Start from a kit, then turn on only what you need.