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Recurring rules

Retainers, subscriptions and SIPs that post themselves

Set a rule once and monthly retainers, subscriptions, salaries, SIPs and balanced journal vouchers auto-post on schedule, so your books never fall behind.

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What it solves

The predictable money (the monthly retainer, the SaaS subscription, staff salaries, your SIPs) is exactly what you forget to enter, and books drift out of date one skipped month at a time. Finocket turns each into a rule that posts itself on schedule, so the repeating entries are always there without you remembering to add them.

How we're different

A recurring rule posts straight into the same double-entry ledger as everything else, so a retainer that recurs shows up in your P&L, cashflow and outstanding automatically, exactly like an invoice you raised by hand.

Finocket on desktop, showing the full workspace
Finocket dashboard showing earnings, spend and outstanding at a glance
What it does

Inside Recurring rules

01

Auto-post on a schedule

Define monthly retainers, subscriptions, salaries and SIPs once and each posts itself on its due date, with no re-entry and no missed month.
Finocket dashboard showing earnings, spend and outstanding at a glance
02

Straight into your books

Every recurring entry lands in the same double-entry ledger as the rest, so your P&L, cashflow and outstanding stay current on their own.

Recurring rules

Straight into your books

03

Both sides of the money

Recurring income like retainers and recurring outgoings like rent, salaries and subscriptions are both covered, so the whole predictable picture keeps itself up to date.

Recurring rules

Both sides of the money

04

Recurring journal vouchers

Beyond invoices and expenses, set a balanced Dr/Cr journal (a provision, an amortisation, a standing accrual) to auto-post on its cadence, idempotent per period so it books once and always balances.

Recurring rules

Recurring journal vouchers

Works with the rest of Finocket

Invoices & payments
A recurring retainer raises its invoice on schedule instead of you re-typing it each cycle.
Reports & books
Auto-posted entries keep your P&L, cashflow and outstanding current without manual data entry.
Bank reconciliation
Recurring outgoings like rent and salaries are already booked, so bank lines match on reconciliation day.

Part of Double-entry books. See how every module connects.

Questions

What can I set to recur?

Monthly retainers, subscriptions, staff salaries, SIPs and balanced journal vouchers: anything that repeats on a schedule. Set the rule once and each entry posts itself on its due date.

Do recurring entries affect my books?

Yes. Each one posts to the same double-entry ledger as your invoices and expenses, so your P&L, cashflow and outstanding stay up to date automatically. Recurring journal vouchers are idempotent per period and always balance.

Your books never fall behind on the bills and invoices that repeat every month.

Learn how it works

Recurring rules: retainers, salaries & SIPs

Set a rule once (income, expense or invoice, daily to yearly with an every-N interval) and Finocket posts the entry on schedule, even when the app is closed. Invoice rules create drafts for you to review and send.

Document templates and the look of your invoices

Choose one of fifteen templates from a live preview (bill of material, retail bill, services, jewellery, pharmacy, works contract, export, quotation and more), then tune colours, columns, words, a cover page and a signature. Terms and notes are rich text.

Share an invoice, estimate or receipt on WhatsApp

Send a document from your own WhatsApp with a private link that expires and that you can switch off. Nothing is sent for you and no provider is involved.

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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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