Platform
Turn on only what you need.
Finocket is modular by design. Start with the books, then switch on CRM, outreach, partners or the API — per workspace, managed centrally and stored in Postgres with row-level security. Everything you can do in the app, you can do over the API.
Turn modules on/off
Every optional area is a switch in Settings. Your menus adapt instantly, your choice saves to your account, and your whole team inherits it.
Governed per workspace
Super-admins can lock a module on or off for a tenant. Beta modules are self-serve switches; request access applies to locked or Coming-soon modules — a transparent ladder.
API, webhooks & MCP
A versioned REST API, signed outbound webhooks and an MCP endpoint expose everything the app can do — for integrations and AI agents alike.
Secure by construction
Row-level security scopes every row; private and ledger data is never exposed over the API; credentials are AES-256-GCM encrypted.
Every module, one switchboard
This is the live registry that powers the in-app Settings switchboard — each area shows its honest status.
Books & tax
Raise invoices with a template gallery, progress/retainer billing and a UPI pay-now link; track clients and receivables; and record customer payments.
GSTIN validation, tax splits, GSTR-1/3B, credit notes, 2B reconciliation with IMS actions, GSTR-9 annual, composition (CMP-08/GSTR-4), bill of entry (import ITC), ISD distribution, DRC-01B/C self-check and consolidated multi-GSTIN returns. Turn off if you don't file GST.
TDS both ways: what clients withheld from you, and the TDS you deduct paying vendors — challans, 26Q workbook, Form 16A working copies.
Cashflow, income vs expense, net worth, financial statements, consolidated multi-company reports, a custom report builder with a live dashboard, scheduled report emails, and the reports library.
Auto-post monthly retainers, subscriptions, salaries, SIPs and balanced recurring journal vouchers.
Import a bank statement — auto-detecting 11 Indian bank formats — and match each line to a recorded payment or expense, with saveable bank rules and first-class credit-card accounts.
Track stock for the products you sell — opening balances, a live stock ledger, low-stock alerts, batch/expiry, opt-in per-unit serials and FIFO valuation, and landed costs on purchases. Sales decrement stock automatically.
Raise sales and purchase orders, compare vendor quotes on an RFQ board, auto-draft POs from low-stock alerts, track them open→fulfilled, and convert to an invoice or a bill in one tap.
Tag — or split by percentage — invoices and expenses across cost centres (branch, project, team) and see profit & loss per centre.
Define a bill of materials per finished product and record production runs — optionally routed through named work centers with per-step labour costing — that consume raw materials and produce finished goods.
Keep a fixed-asset register and compute correct depreciation — straight-line (SLM) or written-down-value (WDV) — with a month-by-month schedule, accumulated depreciation and net book value per asset.
Ask your books questions in plain language.
Personal finance
Track ELSS, NPS, PF/PPF, FD, gold, mutual funds and stocks, with 80C planning.
Log salary, interest, rent, dividends and other personal income.
CRM & pipeline
Group work and expenses under client projects, with rate cards that resolve billed time automatically.
Billable timer and per-client time entries.
Sales pipeline, deal stages and follow-ups.
Log client / site visits with voice notes, and assign, schedule and dispatch the day's route on a board.
Publish a branded, read-only catalog of chosen items on a shareable link — a list and item details your customers can browse. A showcase, not a storefront: no cart, no checkout, no search.
Embeddable/hosted forms with consent-proofed lead capture (timestamp, IP, exact opt-in text).
Hosted, mobile-first landing pages on your Finocket link with a form and basic analytics.
Outreach & compliance
Per-contact consent ledger, suppression list, DSR export/delete, jurisdiction rules.
1:1 mailbox email, campaigns, saved audience segments and follow-up sequences — every send resolved against consent.
Dynamic QR codes that never deactivate — change the destination without reprinting, and see every scan turn into a lead.
Group your QR codes, forms, landing pages and email sends under one campaign with a canonical UTM set — build tagged links, dedupe and map sources, and see source → lead → revenue.
Partners & commissions
Single-tier partner programs, referral attribution and a self-serve partner portal.
Append-only commission accrual on collected revenue, with holds and clawbacks.
Monthly per-partner Excel/CSV for your CA to execute payment and tax treatment.
Platform & integrations
Amazon, Flipkart, Meesho and quick-commerce ingestion, plus a live integration catalog of every connectable surface.
API keys, webhooks and the developer console.
Require sign-off before invoices, expenses, payments or purchase orders are finalized; automate reminders and actions with workflow rules; run a staged dunning ladder on overdue invoices.
Versioned REST API and signed outbound webhooks for integrating your systems.
Grow into it — no migration
Books free-for-solo in India → add CRM → add outreach → add partners → wire in the API. Same account, same data, one switch at a time.
Pick who you are — Finocket rewires itself
Sign-up asks one question: business, freelancer or personal. That answer decides which modules start switched on. This table is generated from the live registry that powers the in-app switchboard — it cannot go stale.
Always on for everyone: dashboard, expenses, day book, cashbook — the money primitives every account needs.
| Module | Business | Freelancer | Personal |
|---|---|---|---|
| Invoices & clients | |||
| GST & returns | |||
| TDS & 26Q | |||
| Reports & books | |||
| Recurring rules | |||
| Bank reconciliation | |||
| Inventory & stock | |||
| Sales & purchase orders | |||
| Cost centres | |||
| Manufacturing | |||
| Fixed assets & depreciation Beta | |||
| AI assistant | |||
| Investments & 80C | |||
| Income tracking | |||
| Projects | |||
| Time tracking | |||
| CRM & deals | |||
| Site visits | |||
| Marketplaces & integrations | |||
| Developers & API | |||
| Approvals & automation Beta | |||
| Items catalog Beta | |||
| Forms & lead capture Beta | |||
| Landing pages Beta | |||
| Consent & compliance Beta | |||
| Email & sequences Beta | |||
| QR & tracking | |||
| Campaigns & UTM Beta | |||
| Partner programs Beta | |||
| Commission ledger Beta | |||
| Commission statements Beta | |||
| Public API & webhooks Beta |
✓ = on from day one for that account type. Everything else stays one tap away in Settings — beta modules are self-serve too, and your team inherits the workspace owner's choices. Locked modules show a request button, reviewed per tenant.
Ready to ditch the spreadsheet?
Free for solo users. No credit card. Your books stay yours.