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Finocket for Consultants

Challenges

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

  1. The same retainer invoice is retyped every month

    How it is done today
    Copy last month's invoice in Word or Excel, change the month and the number, export a PDF and email it
    Cost or risk
    A skipped or duplicated month, a wrong invoice number in the series, and a retainer that quietly goes unbilled
    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

  2. Clients pay net of TDS and the invoice never closes

    How it is done today
    Mark the invoice 'partly paid' in a spreadsheet and try to remember which shortfall was TDS and which was a dispute
    Cost or risk
    Receivables that look overdue when they are not, and TDS credit left unclaimed at year end
    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

  3. Estimates are approved with an 'OK' on WhatsApp

    How it is done today
    Email a PDF proposal, wait for a reply in chat, then retype the scope into an invoice
    Cost or risk
    No record of exactly what the client agreed to, and scope arguments when the bill arrives
    With Finocket
    Send the estimate as a link the client accepts with a typed name, then convert it to an invoice without retyping

  4. Billable hours live in a notebook or a timesheet nobody reconciles

    How it is done today
    Add up hours from calendars and notes at month end and type a total onto the invoice
    Cost or risk
    Hours forgotten are hours never billed, and a client who asks for the breakdown gets a guess
    With Finocket
    Track time against the client's project and pull the unbilled hours into invoice lines at the agreed rate

  5. Chasing overdue invoices is a personal, awkward job

    How it is done today
    Scroll through sent mail to see who has not paid, then write a polite reminder by hand
    Cost or risk
    Late payments stretch cash flow, and the reminder that never gets sent costs the most
    With Finocket
    Overdue invoices get reminders with the client portal link, and a late-fee line if you turn it on

  6. Overseas clients are invoiced in a Word template

    How it is done today
    Convert at whatever rate the bank showed that day and type the LUT number in by hand
    Cost or risk
    A rupee value that does not match the books, and an export invoice missing what GSTR-1 needs
    With Finocket
    Invoice in the client's currency with the rate fixed at issue and the LUT number printed, tagged for GSTR-1 export reporting

  7. Discovery calls and leads are scattered across tools

    How it is done today
    A separate scheduling tool books the call, and the lead lives in a notebook or an inbox
    Cost or risk
    Follow-ups slip, and nobody can say which referrals turn into paid work
    With Finocket
    A public booking link creates the client and the lead, each deal carries a next action, and the client record keeps who referred them

  8. Year end means emailing the CA a folder of PDFs

    How it is done today
    Export invoices, bank statements and expense receipts one by one and send them as attachments
    Cost or risk
    The CA rebuilds the books from scratch, which is slow, billable and error-prone
    With Finocket
    Give your CA the accountant role in the same books, or hand over a Tally XML export
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