Finocket for Agencies
Bill every retainer on time, and know what each client paid for.
Finocket drafts your monthly retainer invoices on a schedule for you to review and send, turns tracked hours into invoice lines, and keeps GST and TDS records your CA can open directly.
The problems we fix first
Retainer invoices go out late or get missed
Today: Someone copies last month's invoice in Word or a spreadsheet for each client on the first of the month
With Finocket: A recurring rule per client drafts each retainer invoice on schedule for you to review and send, with the period covered on the line
Billable hours never reach the invoice
Today: The team logs hours in a shared sheet or a separate time app, and the founder retypes totals into the invoice
With Finocket: The timer records time against client and project, and unbilled billable hours become invoice lines at your rate
Scope disputes after the work is done
Today: Quotes go out as PDFs on email or WhatsApp and approval is a "looks good" reply
With Finocket: Estimates go out as a link the client accepts online, then convert into the invoice
How it works, end to end
- Sale: new business
- Scope and estimate
- Purchase and vendor costs
- Stock
- Delivery and time
- Billing
- GST
- Collections
- Partners and referrals
- Accounts and TDS
- Reporting
Built for
- Digital marketing and performance agencies
- Creative, branding and design studios
- Social media and content agencies
- PR and communications firms
- Independent agency founders billing a handful of retainers
What you get
Retainer invoices on a schedule
Set a recurring rule once and each month's retainer invoice is drafted for you to review and send, with the period it covers on every line.
Hours to invoice
Track time against a client with the timer, then pull the unbilled hours into an invoice at your hourly rate.
Estimates clients accept online
Send a scope and quote as a link; the client accepts it before work starts and you convert it to an invoice.
Client portal
Each client sees open invoices, estimates and their statement in one place, and can pay from it.
Export invoices under LUT
Bill overseas clients in their currency as an export invoice with your LUT declaration printed on it.
Referral partner commissions
Record the partners who send you work, the commission they earn on collected revenue, and a statement for each.
New-business pipeline
Track enquiries and pitches as deals, from first call to signed retainer.
GST returns and out-of-pocket charges
Prepare GSTR-1 and GSTR-3B from your invoices, and add out-of-pocket charges to a bill with their own tax line.