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Finocket for Freelancers

How it works

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

  1. 1.Enquiry

    Before
    Requests arrive in chat and email and are tracked in your head
    With Finocket
    Each client is a record with who referred them; lead forms with consent from Growth

    Automated

    • Lead forms land enquiries in the pipeline (Growth)

  2. 2.Sale: quote

    Before
    A price agreed on a call
    With Finocket
    An estimate the client accepts online

    Automated

    • Accepted estimate is marked accepted, ready to convert in one click

  3. 3.Purchase and expenses

    Before
    Receipts in a wallet and the camera roll
    With Finocket
    Expenses captured from a photo and visible in reports

    Automated

    • Receipt photo read into an expense draft

  4. 4.Stock

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

    Automated

    • Item defaults set hourly pricing with no inventory

  5. 5.Doing the work

    Before
    Hours and dates noted wherever is handy
    With Finocket
    Each line carries its work date; timer and projects from Starter

    Automated

    • Tracked time pulled into invoice lines (Starter)

  6. 6.Billing

    Before
    A template edited and exported for each client
    With Finocket
    A services invoice with SAC, a UPI QR and the billing period, in rupees or the client's currency

    Automated

    • Recurring invoices for monthly clients (Starter)

  7. 7.GST

    Before
    Invoice totals sent to the CA each month, if registered
    With Finocket
    GSTR-1 and GSTR-3B prepared from your invoices from Starter

    Automated

    • Returns prepared from issued invoices (Starter)

  8. 8.Getting paid

    Before
    A UPI ID in chat and a reminder sent weeks late
    With Finocket
    A client portal where the client sees and pays invoices, with reminders on overdue ones

    Automated

    • Overdue reminders with the portal link and an optional late fee

  9. 9.TDS

    Before
    Short payments accepted without a record
    With Finocket
    TDS recorded against each invoice, with the year's total in the TDS summary

    Automated

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

  10. 10.Accounts

    Before
    The bank statement is the only ledger
    With Finocket
    Payments and expenses matched to the bank statement, with personal income kept apart

    Automated

    • Bank statement import with matching rules (Starter)

  11. 11.Reporting

    Before
    A guess at what the month earned
    With Finocket
    Income, expenses and outstanding in the reports library

    Automated

    • Scheduled report emails

  12. 12.Year end with the CA

    Before
    One long email of attachments
    With Finocket
    An ITR working sheet and a Tally XML export, and the CA invited in from Starter

    Automated

    • One-tap Tally XML export