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

Invoices & clients
Available

Raise invoices with a template gallery, progress/retainer billing and a UPI pay-now link; track clients and receivables; and record customer payments.

GST & returns
Available

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 & 26Q
Available

TDS both ways: what clients withheld from you, and the TDS you deduct paying vendors — challans, 26Q workbook, Form 16A working copies.

Reports & books
Available

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.

Recurring rules
Available

Auto-post monthly retainers, subscriptions, salaries, SIPs and balanced recurring journal vouchers.

Bank reconciliation
Available

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.

Inventory & stock
Available

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.

Sales & purchase orders
Available

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.

Cost centres
Available

Tag — or split by percentage — invoices and expenses across cost centres (branch, project, team) and see profit & loss per centre.

Manufacturing
Available

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.

Fixed assets & depreciation
Beta

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.

AI assistant
Available

Ask your books questions in plain language.

Personal finance

Investments & 80C
Available

Track ELSS, NPS, PF/PPF, FD, gold, mutual funds and stocks, with 80C planning.

Income tracking
Available

Log salary, interest, rent, dividends and other personal income.

CRM & pipeline

Projects
Available

Group work and expenses under client projects, with rate cards that resolve billed time automatically.

Time tracking
Available

Billable timer and per-client time entries.

CRM & deals
Available

Sales pipeline, deal stages and follow-ups.

Site visits
Available

Log client / site visits with voice notes, and assign, schedule and dispatch the day's route on a board.

Items catalog
Beta

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.

Forms & lead capture
Beta

Embeddable/hosted forms with consent-proofed lead capture (timestamp, IP, exact opt-in text).

Landing pages
Beta

Hosted, mobile-first landing pages on your Finocket link with a form and basic analytics.

Outreach & compliance

Consent & compliance
Beta

Per-contact consent ledger, suppression list, DSR export/delete, jurisdiction rules.

Email & sequences
Beta

1:1 mailbox email, campaigns, saved audience segments and follow-up sequences — every send resolved against consent.

QR & tracking
Available

Dynamic QR codes that never deactivate — change the destination without reprinting, and see every scan turn into a lead.

Campaigns & UTM
Beta

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

Partner programs
Beta

Single-tier partner programs, referral attribution and a self-serve partner portal.

Commission ledger
Beta

Append-only commission accrual on collected revenue, with holds and clawbacks.

Commission statements
Beta

Monthly per-partner Excel/CSV for your CA to execute payment and tax treatment.

Platform & integrations

Marketplaces & integrations
Available

Amazon, Flipkart, Meesho and quick-commerce ingestion, plus a live integration catalog of every connectable surface.

Developers & API
Available

API keys, webhooks and the developer console.

Approvals & automation
Beta

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.

Public API & webhooks
Beta

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.

Adapts to you

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.

ModuleBusinessFreelancerPersonal
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.

    Platform — turn modules on, wire it into your stack · Finocket