How it works
Every stage of the business, before and after, and what runs by itself.
1.Enquiry and lead
- Before
- Leads in personal WhatsApp chats and notebooks.
- With Finocket
- One pipeline with customer type and stages.
Automated
- Form and Meta lead capture into the CRM
- Follow-up reminders on the deal
2.Quote
- Before
- Word or PDF quote emailed and revised by hand.
- With Finocket
- An estimate sent as a link that the traveller accepts online.
Automated
- Accepted estimate converts to an invoice
3.Purchase from suppliers
- Before
- Hotel, airline and DMC bills in email.
- With Finocket
- Supplier bills booked with booking reference.
Automated
- Supplier ledger balances update as bills and payments post
4.Sale and billing
- Before
- Lump-sum invoices typed after the trip is sold.
- With Finocket
- GST invoice with trip facts and separate package and fee lines.
Automated
- Trip facts carried from the estimate to the invoice
5.Collections
- Before
- Advances and balances tracked in a diary.
- With Finocket
- Each payment recorded as advance, instalment or balance.
Automated
- Payment links
- Reminders on WhatsApp through your own number
6.Departure
- Before
- Travel dates kept in a wall calendar.
- With Finocket
- Start and end dates on every invoice, filterable.
Automated
- Filter invoices by travel date
7.GST and TCS
- Before
- Returns worked from spreadsheets at month end.
- With Finocket
- GSTR-1 and GSTR-3B prepared from the invoices; TCS recorded on the receipt with a suggested amount to check.
Automated
- Return preparation from posted invoices
8.Accounts
- Before
- A separate accounting package fed by hand.
- With Finocket
- Invoices, receipts and bills post to double-entry books.
Automated
- Bank reconciliation
- Recurring invoices for corporate retainers
9.Reporting and CA
- Before
- Year-end pen drive to the CA.
- With Finocket
- CA in the workspace; Tally export on demand.
Automated
- Tally export