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Outreach & compliance

Email & sequences that can't send without consent

Marketing outreach with compliance wired into the core: every single message — 1:1, campaign or sequence — passes through one chokepoint that resolves it against consent, suppression and jurisdiction rules before it can leave. Blocked sends are logged, not silently dropped. Two capabilities widen the funnel without loosening any of that: a dynamic QR code you can repoint after it's printed, where every scan is tracked and can become an attributed lead; and bring-your-own sending, so campaigns can go out on your own WhatsApp, SMS or email accounts while the same consent chokepoint still decides what's allowed to leave.

One send chokepoint

No message leaves any other way — email, WhatsApp or SMS, 1:1 or bulk, human-written or AI-drafted. Each send is resolved against the recipient's consent, the suppression list and jurisdiction rules at the moment of sending, per recipient, and every message row carries its decision. A blocked send keeps the exact subject and body that would have gone out, so it's auditable rather than swallowed. Opt-out identifiers are canonicalised at the boundary, so an unsubscribe recorded as 919876543210 still blocks a send to +91 98765 43210.

Campaigns & sequences

Build reusable templates and launch campaigns to everyone, just leads or just clients — you see the recipient count before you send and live sent vs blocked counts as it goes out. Multi-step sequences follow up on a day schedule and stop automatically the moment someone unsubscribes. Every recipient is consent-checked at the chokepoint, and a lint gate flags marketing content dressed up as transactional.

One-click unsubscribe

RFC 8058 one-click unsubscribe + List-Unsubscribe headers, honoured immediately — no login, no dark patterns.

Consent ledger & DSR

An append-only per-contact consent ledger, a suppression list checked on every send, and data-subject export / delete / do-not-sell requests verified by email.

Jurisdiction-aware

Rule packs for India — sender identity and physical-address footers, one-click unsubscribe and jurisdiction rules enforced at the send chokepoint before any message can leave.

Your own domain & mailbox

Authenticate a sending domain with SPF/DKIM/DMARC, connect Gmail or Outlook, or add SMS with A2P 10DLC — each stays locked until it's properly set up.

Dynamic, trackable QR codes

Create a branded QR that encodes a short redirect, print it once, and change where it points any time — no reprint, the code never deactivates. Every scan is counted and broken down by device and by day, and when a scan leads to a form submission the lead is attributed back to that code and campaign in your CRM. Just need a plain code to download? The free QR generator needs no sign-up; the trackable, repointable codes live in the app.

Bring your own sending accounts

Send on your own provider billing instead of Finocket's: connect Email (Resend and ZeptoMail today, with SES and SendGrid coming), WhatsApp (Meta Cloud API or 360dialog) and SMS (MSG91, Fast2SMS, Twilio or Plivo). Keys are stored encrypted per company or per user and never shown again. India DLT registration and WhatsApp template approval are checked before anything goes out. Set no key and Finocket's included sending is used, unchanged — bring-your-own only swaps the transport, never the consent and suppression checks the chokepoint applies to every send.

Consent-checked campaign segments

Save an audience from tags, consent state or activity and send a campaign to just that segment. The segment only SELECTS who's in scope — the send chokepoint still DECIDES each message, so a non-consenting contact inside a segment is blocked, never emailed.

A ladder that cannot double-send

Follow-up sequences own no transport of their own — they ride the same consent-checked send path as everything else, and a step can't be recorded or the ladder advanced without a chokepoint verdict in hand. Exactly-once is the database's guarantee, not the application's: a unique constraint per enrolment and step means a crashed cron tick that retries cannot send the same rung twice, and a second enrolment of the same contact is refused the same way. A ladder the AI drafted arrives DISARMED and enrolment is refused until a person arms it — enforced on the server, not in the screen.

Growth agents that draft and stop

Let an agent pick an audience from a saved segment, draft the copy and propose the timing — then stop. It writes one proposal and waits for you. It cannot send, because it has nothing to send with: no transport, no queue and no enrolment writer exist anywhere in it. Your approval binds to the exact copy you read — the plan is hashed when it's written and the database refuses any later edit to it — and a second tap on Approve is a no-op rather than a second campaign. Undo stops the REMAINING steps; it never claims to recall a message already sent.

Hire an agency without handing over your list

Give an outside marketing partner a time-limited seat scoped to one campaign and a capped audience. They may draft only: they can never send, never approve, and never read your contacts, message log, enrolments or templates — enforced by row-level security, so there is no request that returns them. The person who proposed a campaign can never be the person who approves it, and a refused attempt is written onto your own AI action log so you see it happened. The grant log is append-only: revoking is a new row, never a quiet edit.

Next-best offers with no AI in the decision

Two deterministic detectors over your own invoice lines: a replenishment nudge on the MEDIAN gap between a customer's purchases (never the mean, so one festival bulk order can't hide a six-week rhythm), and a cross-sell suggestion from what your customers actually buy together. Every suggestion shows evidence you can check against your own records. It produces offers and nothing else — there is no message-emission path in it at all — and the reasoning is counts only: no other customer's name can appear. Too little history yields zero offers plus a note on what's missing, never a padded list.

Explore more

GST & tax compliance
GSTIN per client, CGST/SGST/IGST splits, credit notes, GSTR-1/3B, e-invoicing (IRN) & e-way bills, ITC, RCM and TDS — plus GSTR-2B reconciliation, GSTR-9, composition (CMP-08), import bill of entry, ISD distribution, a DRC-01B/C self-check and consolidated returns across GSTINs.
Invoicing & payments
Estimates with online acceptance, deposits & payment schedules, a client portal, automated reminders and late fees — plus branded PDFs, UPI QR, WhatsApp share and multi-currency.
Double-entry books
Trial balance, P&L, balance sheet and cash flow from a proper double-entry ledger — plus Day Book, Cashbook, a permanent audit trail and one-tap Tally XML your CA imports.
Inventory & manufacturing
A live stock ledger with weighted-average COGS (opt-in FIFO or per-unit serials per item), batch & expiry, multiple godowns, landed costs, RFQ vendor-compare, reorder→draft-PO, and a bill of materials with work-centre routing, work orders and work-in-progress tracking.
Point of Sale
Open a register with a cash float, scan or search items into a cart, take cash or UPI, and every sale becomes a GST invoice that draws down stock and posts to your books — then close the drawer with an automatic over/short count.
Banking & reconciliation
Import a statement from 11 Indian bank formats, match it with rules you save once, and keep first-class credit-card accounts and a post-dated-cheque register — all tying back to your books.
Automation & approvals
Approval chains for the things that need a sign-off, workflow rules that react to what happens in your books, and a dunning ladder that chases overdue invoices for you.
Marketing & attribution
Group your QR codes, forms and landing pages under a campaign with one clean UTM set, then follow every scan and click through to leads, deals and collected revenue.
Personal finance
Log income, track ELSS/NPS/PF/FD/gold/MF/stocks, watch net worth, read both tax regimes side by side, and assemble an ITR working sheet where every rupee points at the row it came from.
CRM & pipeline
Lead → deal → invoice → payment as ONE record, with a next action on every deal, rotting indicators, speed-to-lead alerts, dedupe & merge, multiple pipelines and booking links.
Forms & landing pages
Hosted lead-capture forms and mobile landing pages — every submission stores the exact opt-in text as proof.
Partners & commissions
Referral links and coupon codes, milestones with tiered rates, an append-only commission ledger on collected revenue, and monthly CA-ready statements.
Developer & AI
Connect Claude, ChatGPT or Perplexity to your books in a tap — plus a versioned REST API, a 255-tool MCP endpoint, bring-your-own AI keys, a usage monitor, an append-only AI action log, signed webhooks and roles enforced at the database.
Multi-company
Add as many companies as you run, each with its own name, GSTIN and numbering — switch between them in a tap, with each company's books fully isolated.
AI you can preview, cap and undo
Every AI action shows the money it would move before you confirm it, goes through one audited door, and can be reversed after it posted — with a rupee-and-recipient ceiling you set yourself, a hash-chained action log, and a narration that deletes any figure it can't cite. Plus Scan-to-Add, Mysty, 280+ tools, voice and scanning in 23 Indian languages, and a PWA you install on your phone.
Working with no signal
Which parts of Finocket work without a connection, which don't, and the reason in every case — read straight from the same file the product itself reads, so it cannot drift.

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