Modules
Everything in Finocket for Consultants, by pack module.
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.