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Finocket for Consultants

How it works

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

  1. 1.Enquiry and discovery call

    Before
    Calls booked in a separate scheduler; leads kept in a notebook
    With Finocket
    The booking link creates a client and a lead, and the deal carries a next action

    Automated

    • Booking creates the client, lead and deal
    • Today's follow-ups gathers every deal's next action (Growth)

  2. 2.Sale: proposal and engagement

    Before
    A PDF proposal by email, approved in chat
    With Finocket
    An estimate link the client accepts online, tagged by engagement type

    Automated

    • Accepted estimate converts to an invoice in one step

  3. 3.Purchase and expenses

    Before
    Receipts in a drawer, vendor bills in email
    With Finocket
    Expenses captured from a photo and grouped under the client project

    Automated

    • Receipt photo read into an expense draft

  4. 4.Stock

    Before
    Not applicable: a practice sells time and advice, not goods
    With Finocket
    Services are set up as items billed by the hour, with stock tracking off

    Automated

    • Item defaults set time-based pricing with no inventory

  5. 5.Delivery and time

    Before
    Hours added up from calendars at month end
    With Finocket
    Time tracked against the project and its rate card

    Automated

    • Unbilled time listed per client, ready to bill

  6. 6.Billing and retainers

    Before
    Each month's invoice copied and edited by hand
    With Finocket
    Engagement invoices with an engagement reference; retainers raised as drafts on schedule

    Automated

    • Recurring retainer draft each cycle (Starter)
    • Deposit and milestone schedule on one invoice

  7. 7.GST

    Before
    Invoice totals copied into the GST portal or sent to the CA
    With Finocket
    GSTR-1 and GSTR-3B prepared from the invoices you raised, export invoices tagged

    Automated

    • Returns prepared from issued invoices (Starter)

  8. 8.Collections

    Before
    Manual reminders written from the sent folder
    With Finocket
    A client portal with balance and statement, and reminders on overdue invoices

    Automated

    • Overdue reminders with the portal link and an optional late fee
    • Payments allocate to the oldest open milestone

  9. 9.TDS

    Before
    Short payments explained in a spreadsheet note
    With Finocket
    TDS a client withheld recorded against the invoice and tracked as a receivable

    Automated

    • Clients marked as deducting TDS are flagged when payment is recorded

  10. 10.Accounts

    Before
    Bank statement ticked off by hand, books rebuilt by the CA
    With Finocket
    Double-entry books kept as you invoice and record payments, with the bank statement matched line by line

    Automated

    • Bank statement import with matching rules

  11. 11.Reporting

    Before
    A spreadsheet of who owes what, updated when remembered
    With Finocket
    Outstanding, cash flow and profit by client project in the reports library

    Automated

    • Scheduled report emails

  12. 12.Year end with the CA

    Before
    A folder of PDFs emailed in March
    With Finocket
    The CA reads the same books with the accountant role, or takes a Tally XML export

    Automated

    • One-tap Tally XML export