Platform
Turn on only what you need.
Finocket is modular by design. Start with the books, then switch on CRM, outreach, partners or the API — per workspace, managed centrally and stored in Postgres with row-level security. Everything you can do in the app, you can do over the API.
Turn modules on/off
Every optional area is a switch in Settings. Your menus adapt instantly, your choice saves to your account, and your whole team inherits it.
Governed per workspace
Super-admins can lock a module on or off for a tenant. Beta modules are self-serve switches; request access applies to locked or Coming-soon modules — a transparent ladder.
API, webhooks & MCP
A versioned REST API, signed outbound webhooks and an MCP endpoint expose everything the app can do — for integrations and AI agents alike.
Secure by construction
Row-level security scopes every row; private and ledger data is never exposed over the API; credentials are AES-256-GCM encrypted.
Every module, one switchboard
This is the live registry that powers the in-app Settings switchboard — each area shows its honest status.
Books & tax
Raise invoices with a template gallery, progress/retainer billing and a UPI pay-now link; track clients and receivables; and record customer payments.
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.
TDS both ways: what clients withheld from you, and the TDS you deduct paying vendors — challans, the quarterly statement workbook and certificate working copies.
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.
Auto-post monthly retainers, subscriptions, salaries, SIPs and balanced recurring journal vouchers.
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.
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.
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.
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.
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.
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.
Ask your books questions in plain language.
Personal finance
Track ELSS, NPS, PF/PPF, FD, gold, mutual funds and stocks, with 80C planning.
Log salary, interest, rent, dividends and other personal income.
CRM & pipeline
Group work and expenses under client projects, with rate cards that resolve billed time automatically.
Billable timer and per-client time entries.
Sales pipeline, deal stages and follow-ups.
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.
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.
Log client / site visits with voice notes, and assign, schedule and dispatch the day's route on a board.
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.
Embeddable/hosted forms with consent-proofed lead capture (timestamp, IP, exact opt-in text).
Hosted, mobile-first landing pages on your Finocket link with a form and basic analytics.
Outreach & compliance
Per-contact consent ledger, suppression list, DSR export/delete, jurisdiction rules.
1:1 mailbox email, campaigns, saved audience segments and follow-up sequences — every send resolved against consent.
Dynamic QR codes that never deactivate — change the destination without reprinting, and see every scan turn into a lead.
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.
Partners & commissions
Single-tier partner programs, referral attribution and a self-serve partner portal.
Append-only commission accrual on collected revenue, with holds and clawbacks.
Monthly per-partner Excel/CSV for your CA to execute payment and tax treatment.
Platform & integrations
Amazon, Flipkart, Meesho and quick-commerce ingestion, plus a live integration catalog of every connectable surface.
API keys, webhooks and the developer console.
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.
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.
Versioned REST API and signed outbound webhooks for integrating your systems.
Developer & AI
An API that runs your books — and AI that reads them
Everything you can do in the app, you can do over a versioned REST API — 47 resources, OAuth clients, signed webhooks and an OpenAPI spec. And an MCP endpoint lets Mysty (or Claude, ChatGPT or your own tools) work your books safely, inside the company you point them at. Bring your own AI keys and meter every rupee.
GET /api/v1/invoices?status=overdue
Authorization: Bearer fk_live_…
X-Company-Id: cmp_9f2…
# or just ask Mysty (over MCP):
› who owes me more than ₹10,000?
→ 4 clients · ₹1,84,500 outstandingSecure and auditable by construction
It's a finance product — trust is the feature, not a checkbox.
Row-level security
Every row is scoped in Postgres; one company's data never leaks into another's — in the app or over the API.
Encrypted credentials
Provider keys and secrets are AES-256-GCM encrypted and never shown again after you save them.
Un-disable-able audit trail
Every edit and deletion is captured with its before-image (Rule 11g). The log only grows and can't be switched off.
Entries queue with no signal
Installs on Android and iPhone straight from the browser. What you record with no signal queues on the device and syncs the moment you're back; reading your books needs a connection.
Grow into it — no migration
Books free-for-solo in India → add POS → add CRM → add banking → wire in the API. Same account, same data, one switch at a time.
Pick who you are — Finocket rewires itself
Sign-up asks one question: business, freelancer or personal. That answer decides which modules start switched on. This table is generated from the live registry that powers the in-app switchboard — it cannot go stale.
Always on for everyone: dashboard, expenses, day book, cashbook — the money primitives every account needs.
| Module | Business | Freelancer | Personal |
|---|---|---|---|
| Invoices & clients | |||
| GST & returns | |||
| TDS returns | |||
| Reports & books | |||
| Recurring rules | |||
| Bank reconciliation | |||
| Inventory & stock | |||
| Sales & purchase orders | |||
| Cost centres | |||
| Manufacturing | |||
| Fixed assets & depreciation Beta | |||
| AI assistant | |||
| Investments & 80C | |||
| Income tracking | |||
| Projects | |||
| Time tracking | |||
| CRM & deals | |||
| Records Beta | |||
| Website chatbot Beta | |||
| Site visits | |||
| Marketplaces & integrations | |||
| Developers & API | |||
| Approvals & automation Beta | |||
| Tally sync Beta | |||
| Items catalog Beta | |||
| Forms & lead capture Beta | |||
| Landing pages Beta | |||
| Consent & compliance Beta | |||
| Email & sequences Beta | |||
| QR & tracking | |||
| Campaigns & UTM Beta | |||
| Partner programs Beta | |||
| Commission ledger Beta | |||
| Commission statements Beta | |||
| Public API & webhooks Beta |
✓ = on from day one for that account type. Everything else stays one tap away in Settings — beta modules are self-serve too, and your team inherits the workspace owner's choices. Locked modules show a request button, reviewed per tenant.
No middleman
The app, not a six-month implementation
Big ERPs make you hire an implementation partner and pay lakhs before you invoice a single client. Finocket is different — you sign up and start today, and our team looks after the rest, for every kind of business.
No implementation partner
No VAR, no consultant, no TDL programmer. Setup help comes from our own team — and it's included, not a paid rollout you budget lakhs for.
One team, every use case
Jeweller, distributor, clinic, agency or CA — we build the depth into the product itself, so you never hire an integrator to bolt your workflow on.
Talk to the people who build it
Feedback and new-feature requests go straight to the team that makes Finocket — and India-first is our default, not a plugin you pay extra for.
Ready to ditch the spreadsheet?
Free for solo users. No credit card. Your books stay yours.
