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AI assistant

An AI in your books you can preview, cap and undo

Ask 'who owes me money?' in plain language. When it offers to act, see the money before you confirm, cap how far it may go, and reverse what it posted.

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What it solves

The answer you need (who owes you the most, what your GST is this month, how your funnel looks) is buried in reports you'd have to open and read. But the reason most owners won't let an AI near their accounts isn't that it can't find the number; it's that nothing tells them what it's about to do, and nothing undoes it afterwards. Finocket answers both: the assistant reads your live data and tells you, and every write it proposes arrives with its money impact on the confirm card, a ceiling you set, an append-only record and, for a posted journal, a one-tap reversal.

How we're different

You see the money before it moves; you set the limit in rupees and in how many people one action may reach, never as a confidence percentage; every action lands in a log Postgres itself chains with a hash so tampering is detectable; and a sentence stating a figure the model wasn't handed is deleted rather than softened. Prefer your own provider? Bring your own Anthropic (Claude), OpenAI or Google AI key, stored encrypted, and the assistant uses it instead of the included AI.

Finocket on desktop, showing the full workspace
Scan-to-Add: photograph a receipt and Finocket fills the expense
What it does

Inside AI assistant

01

Answers from your own data

Ask 'who owes me more than ₹10,000?' or 'how's my funnel?' and get an answer with links. It knows your clients, payments, GST, CRM and partner balances, and stays inside your row-level-security scope.
Scan-to-Add: photograph a receipt and Finocket fills the expense
02

See the money before you confirm

Every action it proposes is classified first: how much moves, in which direction, out of which bucket (cash & bank, expense, receivable or ledger), how many people it would reach, and whether it can be undone. The same classification writes the audit row afterwards, so the card and the log can't disagree. It's a classification of the action, not a dry run of the journal: an AI-drafted invoice shows no money moved because it lands as a draft.

AI assistant

See the money before you confirm

03

An autonomy dial in rupees and inboxes

Off, guided or trusted, each with a money ceiling in rupees and a separate ceiling on how many people one action may reach (guided starts at ₹1,00,000 and 200 recipients). It routes on impact, never on the model's confidence. No tier removes the human confirm: there is deliberately no unattended mode. It's a per-action ceiling rather than a daily budget, and only the workspace owner can change it.

AI assistant

An autonomy dial in rupees and inboxes

04

Undo after it posted

Reverse a journal the assistant posted in one tap from the AI activity log: Finocket posts a sign-flipped compensating entry through the same posting engine, so the ledger shows two vouchers instead of a vanished one. An entry reverses only once and a reversal can never itself be reversed, enforced in the database. One-tap reverse covers journal entries and is the owner's call; payments, expenses and invoices are undone on their own screens; a message already sent is honestly marked not reversible.

AI assistant

Undo after it posted

05

A log the database makes tamper-evident

Every AI action is written with no update and no delete path at all, and Postgres chains each row to the previous one with a SHA-256 hash computed server-side in a trigger, so an altered row breaks the chain and a recompute finds which. There's no signing key and no external notary: tampering is detectable, not third-party attested. This is separate from, and additional to, the Rule 11g edit log over your money records.

AI assistant

A log the database makes tamper-evident

More in AI assistant

One door for every write

All 21 things it can do (record a payment, draft an invoice, post a journal, import a statement, raise a PO, record a vendor bill, send a reminder, launch a campaign, approve a GST filing) go through one resolve step that validates, executes through the poster that already existed for that record type, and appends the audit row. The AI path gets exactly the validation, permissions and ledger posting the manual path gets, and no more.

A figure it can't cite is deleted

Each finished sentence about your numbers is checked against the figures it was handed; one it cannot cite is dropped, not hedged. That holds mid-answer in chat, and identically on report summaries, the insight digest, outreach drafts, WhatsApp replies and GST-notice drafts. It governs what the assistant SAYS to you; free text inside a proposed action is still yours to read before you confirm.

Included and metered, or bring your own key

The assistant is included on every plan, free but metered: 50 messages a day across the workspace, with 100 document scans and 60 voice notes a month. Add your own Anthropic (Claude), OpenAI or Google AI key at the company or personal level (stored encrypted, never shown again) and those caps come off.

Works with the rest of Finocket

Reports & books
The AI reads your real double-entry ledger to answer 'who owes me money?' and 'what's my cashflow?'
GST & returns
Ask 'what's my GST this month?' and it answers from your live returns data.
CRM & deals
Ask 'how's my funnel?' and it reads leads, deals and collected revenue for you.
Email & sequences
Anything it drafts to a customer still leaves through the one consent-checked send chokepoint.

Part of AI you can preview, cap and undo. See how every module connects.

Questions

What can I ask it?

Plain-language questions about your books and pipeline, such as 'who owes me the most?', 'what's my GST this month?', 'how's my funnel?' It answers from your live data with links, confirming before it writes anything.

What stops it doing something expensive and wrong?

You see the money impact before you confirm: how much moves, out of which bucket, how many people it reaches, whether it's undoable. You set a ceiling in rupees and in recipients, and no setting removes the human confirm. Everything it does lands in an append-only log the database chains with a server-computed hash, so tampering is detectable. And a journal it posted can be reversed afterwards as a linked compensating entry rather than a deletion.

Can it make up a number?

It's built so it can't state one. Every finished sentence about your figures is checked against the numbers it was actually handed, and one it can't cite is dropped rather than softened, in chat and identically on report summaries, the digest and the drafts. The limit worth knowing: that guard covers what it SAYS to you, so the free text inside an action it proposes is still yours to read before you confirm.

Can I use my own AI provider?

Yes. Add your own Anthropic (Claude), OpenAI or Google AI key at the company level for everyone or a personal key just for you. It's stored encrypted. Set no key and Finocket's included AI is used: free, but capped at 50 messages a day, 100 scans and 60 voice notes a month. Your own key removes the caps and unlocks the larger model.

You get an answer in seconds without learning where the report lives.

Where this wins

One-tap reversal of an entry the assistant postedTally does not have thisBring your own AI keys (Claude / OpenAI / Google)Tally does not have thisAI assistant over your books + bring your own AI keysVyapar does not have thisMoney preview before an AI action is savedVyapar does not have thisAI preview-diff before a write, plus one-tap undoZoho CRM does not have this

Learn how it works

Bring your own AI keys

Run Finocket's AI features on your own Anthropic, OpenAI or Google account: personal key first, then company key, then Finocket's included AI.

Notifications, and who gets them

The bell tells you what needs you, and now it reaches your team rather than only the owner. Turn categories off, set quiet hours in your own timezone. Security alerts always come through.

3 min read

Closing your Finocket account

Close your account yourself from Settings → Account & privacy. Nothing is erased for 30 days, a grace window you can cancel in. Export your CSV first, because after that there is no copy to ask for.

3 min read

Browse the full help book

Ready to ditch the spreadsheet?

Free for solo users until 31 Dec 2026 — no partner code needed. ₹99/month after that. No credit card. Your books stay yours.

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