Estimates a client accepts online, retainers for companies that pay net of TDS, a USD client billed under LUT, and discovery calls that book themselves into the pipeline.
What you set up
Consulting & coaching businesses run on the Growth plan, which turns on 27 modules:
- Invoices & clients
- Retail till & shops
- Reports & books
- AI assistant
- Investments & 80C
- Income tracking
- GST & returns
- TDS returns
- Bank reconciliation
- Recurring rules
- Projects
- Time tracking
- Loyalty programme
- Inventory & stock
- Online store
- Sales & purchase orders
- Couriers & parcels
- Manufacturing
- Fixed assets & depreciation
- Site visits
- Records
- Items catalog
- Forms & lead capture
- QR & tracking
- CRM & deals
- Email & sequences
- Consent & compliance
Turn any of these off if you don't need them - see setting Finocket up for your trade for the two decisions worth getting right on day one.
What you'll do day to day
A discovery call that booked itself
Signed in as the owner, open /crm. A booking from the public discovery-call page appears with its client and an open deal in Engagements.
Proposals with a next step
Signed in as a staff member, open /deals. The Engagements board: Aranya Edutech at Proposal sent, Gulf Horizon in Negotiation, Kaveri phase 2 lost, each with its value.
Paid net of TDS, recorded in full
Signed in as the owner, open /tds. Sahyadri Agro, Kaveri Textiles, Pinnacle Logistics and Indus Health receipts at 10% withheld, each deduction on record for the CA.
A dollar invoice under LUT
Signed in as the owner, open /invoices. Open a Gulf Horizon Trading invoice: billed in USD, export under LUT, no IGST charged.
The right SAC on every line
Signed in as a staff member, open /invoices/new. Raise a coaching session (SAC 999293) and an advisory day (SAC 998311) on one invoice.
The CA reads, never edits
Signed in as the accountant, open /reports/hand-to-ca. Sign in as the CA: the quarter's pack is readable and nothing can be changed.
A Pune consultant whose short payments and dollar invoices stopped hiding in the bank statement
Before: Company clients paying net of TDS, a Dubai client paying in dollars, and discovery calls arranged over WhatsApp.
With Finocket: Every receipt records the tax withheld, export invoices go out under LUT with no IGST, and a public booking link turns a call into a client and a deal.
(Deshpande Advisory, a demo consulting & coaching workspace in Pune, Maharashtra - not a real customer.)
Next
See how Finocket fits your trade for the same use cases with the case study in full, or bring your existing books across if you're switching from another system. Running this on a phone at the counter and a desktop at month-end? See what each device is best for.