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Finocket for Agencies

How it works

Every stage of the business, before and after, and what runs by itself.

  1. 1.Sale: new business

    Before
    Enquiries tracked in inboxes and chat
    With Finocket
    Each enquiry is a deal with a stage, owner and next follow-up

    Automated

    • Lead forms file the contact and consent proof

  2. 2.Scope and estimate

    Before
    PDF quotes and approval by reply
    With Finocket
    A hosted estimate the client accepts online

    Automated

    • Accepted estimate converts into an invoice

  3. 3.Purchase and vendor costs

    Before
    Freelancer, production and tool bills kept in email
    With Finocket
    Expenses and vendor bills recorded against the client project, with TDS where it applies

    Automated

    • Bank lines matched to recorded payments

  4. 4.Stock

    Before
    No physical stock; a rate list lives in a document
    With Finocket
    Services are catalogue items priced by the hour, with no stock tracking switched on

    Automated

    • With the services pack, new items start as hourly services

  5. 5.Delivery and time

    Before
    Hours in a shared sheet or separate app
    With Finocket
    Team time tracked against client and project with the timer

    Automated

    • Unbilled billable hours become invoice lines

  6. 6.Billing

    Before
    Last month's invoice copied and edited by hand
    With Finocket
    Retainer invoices drafted on schedule for you to review and send; hourly and export invoices from the same books

    Automated

    • Recurring retainer invoices
    • Period covered on each line
    • Out-of-pocket charges with their own tax line

  7. 7.GST

    Before
    CA rebuilds returns from exported invoices
    With Finocket
    GSTR-1 and GSTR-3B prepared from the invoices you raised

    Automated

    • Returns build from invoices
    • LUT declaration printed on export invoices

  8. 8.Collections

    Before
    One-by-one reminder messages
    With Finocket
    Clients see and pay open invoices in a portal; overdue invoices are chased on a ladder

    Automated

    • Dunning ladder on overdue invoices
    • Payments matched in bank reconciliation

  9. 9.Partners and referrals

    Before
    Commission tracked in a spreadsheet
    With Finocket
    Commission accrues on collected revenue with a monthly statement

    Automated

    • Accrual on payment
    • Per-partner statement for your CA

  10. 10.Accounts and TDS

    Before
    Month-end handover of files to the CA
    With Finocket
    Your CA works in the same books; TDS deducted by clients and on vendor payments is recorded

    Automated

    • TDS tracked per quarter, deducted versus deposited

  11. 11.Reporting

    Before
    Revenue pieced together from invoices and bank statements
    With Finocket
    Cashflow, receivables and income versus expense reports, with a P&L per cost centre on Business

    Automated

    • Scheduled report emails