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Finocket for Agencies

Challenges

The manual work this trade still runs on, what it costs, and what changes.

  1. Retainer invoices go out late or get missed

    How it is done today
    Someone copies last month's invoice in Word or a spreadsheet for each client on the first of the month
    Cost or risk
    Cash arrives a week or two late and a forgotten retainer is often never billed
    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

  2. Billable hours never reach the invoice

    How it is done today
    The team logs hours in a shared sheet or a separate time app, and the founder retypes totals into the invoice
    Cost or risk
    Unbilled hours and retyping errors on every hourly or overage invoice
    With Finocket
    The timer records time against client and project, and unbilled billable hours become invoice lines at your rate

  3. Scope disputes after the work is done

    How it is done today
    Quotes go out as PDFs on email or WhatsApp and approval is a "looks good" reply
    Cost or risk
    No clear record of what the client agreed to before the first hour was spent
    With Finocket
    Estimates go out as a link the client accepts online, then convert into the invoice

  4. Chasing clients for what they owe

    How it is done today
    Account managers send reminder messages one by one and keep a private list of who has paid
    Cost or risk
    Overdue retainers sit for weeks and nobody has one view of receivables
    With Finocket
    A client portal shows open invoices with a pay link, and the dunning ladder chases overdue invoices on a schedule

  5. Overseas clients billed like domestic ones

    How it is done today
    A rupee invoice with GST, or a hand-edited dollar invoice with no LUT declaration
    Cost or risk
    Wrong GST treatment on exports and invoices a CA has to redo
    With Finocket
    Export invoices in the client's currency, with your LUT declaration printed

  6. Referral partners paid from memory

    How it is done today
    A spreadsheet of who introduced whom, settled informally whenever someone asks
    Cost or risk
    Disputes over commission, and payouts on money that was never collected
    With Finocket
    Commission accrues on collected revenue, with a statement per partner

  7. New business lives in inboxes

    How it is done today
    Pitches and enquiries are tracked in the founder's email and chat history
    Cost or risk
    Leads go cold and nobody can forecast next month's retainers
    With Finocket
    Enquiries become deals with stages and follow-ups, and a won deal becomes the client's first estimate

  8. GST and TDS done in a month-end scramble

    How it is done today
    Invoices are exported to the CA, who rebuilds GSTR-1 and works out the TDS clients deducted
    Cost or risk
    Late filing, mismatched TDS credits and CA hours spent re-entering data
    With Finocket
    GSTR-1 and GSTR-3B are prepared from your invoices, TDS is recorded both ways, and your CA works in the same books
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