Finocket for Consultants

Bill the engagement, not just the hours.

Send an estimate your client accepts online, bill the retainer every month, record the TDS they withheld, and hand your CA books that already add up.

The problems we fix first

The same retainer invoice is retyped every month
Today: Copy last month's invoice in Word or Excel, change the month and the number, export a PDF and email it
With Finocket: A recurring invoice raises each month's retainer as a draft, with the period it covers on the line, for you to review and send
- Monthly retainers
Clients pay net of TDS and the invoice never closes
Today: Mark the invoice 'partly paid' in a spreadsheet and try to remember which shortfall was TDS and which was a dispute
With Finocket: Mark the client as one who deducts TDS and record what they withheld; the invoice shows paid and the TDS is tracked as a receivable
- TDS on receipts
Estimates are approved with an 'OK' on WhatsApp
Today: Email a PDF proposal, wait for a reply in chat, then retype the scope into an invoice
With Finocket: Send the estimate as a link the client accepts with a typed name, then convert it to an invoice without retyping
- Engagement billing
- Estimates clients accept

Independent management and business consultants
Boutique advisory practices with a small team
Strategy, operations and process consultants billing Indian businesses
Consultants who bill overseas clients in foreign currency
Business and career coaches who sell through another platform but keep their books here

Engagement billing
A services invoice template with an engagement reference on every bill, so a client's accounts team can match it to the work order.
Monthly retainers
Each retainer line carries the period it covers. On Starter, recurring invoices raise the next one as a draft you send.
Hourly and day rates
Services default to time-based pricing in hours, so tracked time becomes invoice lines at the rate you agreed.
Estimates clients accept
Tag each deal by engagement type, send the estimate as a link, and convert it to an invoice once the client accepts with a typed name.
TDS on receipts
Mark the clients who deduct TDS, then record what they withheld so the invoice still shows paid in full.
Payments by method and purpose
Record how each payment came in (cash, UPI, bank transfer or cheque) and what it was for (against invoice, advance, package or retainer deposit), so an advance can be told apart from a settled bill.
Referral tracking
Note who referred each client and see which relationships bring in the work.
Your CA, inside the books
Offer your accountant a ready-made accountant role instead of emailing exports at year end.