Guides for every part of Finocket

Sign up, finish the onboarding wizard, add your first client and send your first invoice — in under ten minutes.

Add Finocket to your Home Screen on iPhone or Android so it launches like any other app — works offline, opens instantly.

Try every screen with realistic-looking clients, payments and expenses — every row prefixed [SAMPLE] so you can bulk-delete later.

Keep the books for more than one business under a single login — each company with its own name, GSTIN, data and reports. Your existing business becomes your first company automatically.

Add clients with GSTIN + state auto-fill. Send invoices — tax invoice, bill of supply, export invoice, receipt or credit note — start from an estimate, or split an invoice into a deposit + milestone schedule.

Send an EST-numbered estimate with a hosted accept link — your client accepts with a typed name recorded with a timestamp — convert it to an invoice in one tap, and collect through a deposit or milestone schedule that chases itself.

One branded link shows your client their balance, open invoices with pay actions, estimates to accept, payment history and a statement download — plus how to run a per-client statement with running balance and ageing.

Reminder sequences on offsets you control with escalating tone, automatic late fees after a grace period, one-tap WhatsApp nudges, the net-7 terms nudge, and UPI Autopay on retainers (early access).

Record every payment your clients make — link it to the invoice so it flips to paid automatically. Capture TDS your client deducted at source, reconcile against Form 26AS at year-end.

Log business expenses with CGST / SGST / IGST and claim input tax credit. Turn on reverse-charge when you (not the supplier) pay the GST.

The three books you open every morning: chronological Day Book, cash-vs-UPI-vs-bank Cashbook, and Outstanding with WhatsApp reminders.

Import a bank statement CSV and match each line to a recorded payment or expense, so your books agree with your bank and nothing goes unrecorded.

Turn on stock tracking for a product to get a running stock ledger: sales draw stock down automatically, low-stock items flag, and you record what you receive.

Raise sales and purchase orders, track them open→fulfilled, and convert a completed order into an invoice or a bill in one tap — kept out of your books until you do.

Tag invoices and expenses to a cost centre and read a profit & loss for each one, so you can see which branch, project or team actually makes money.

Define a bill of materials per finished product and record production runs — Finocket consumes the raw-material stock and adds the finished goods at their rolled-up cost.

Set a rule once — income or expense, daily to yearly with an every-N interval — and Finocket posts the entry on schedule, even when the app is closed.

See a full financial-year GST summary built from your invoices and expenses — outward supplies by rate, ITC and tax paid — to prepare and cross-check before filing GSTR-9.

Cashflow, income vs expenses, projects, GST returns (GSTR-1, 3B, 8, ITC summary), TDS summary and the one-tap Hand-to-CA ZIP bundle.

The four core statements built straight from your books — trial balance, profit & loss, balance sheet and cash flow — recomputed from every invoice, payment and expense, with a period picker and a clean CA handoff.

Every month, diff your marketplace-derived invoices against each marketplace's settlement view. Catch mismatches before filing.

Run the full trading cycle: record purchase bills and age your payables, set per-customer credit limits and price lists, raise delivery challans and e-way bills, and reconcile purchases against GSTR-2B.

Read your books like an analyst: standard financial ratios (profitability, liquidity, leverage, efficiency) and a budget-vs-actual comparison, both from your double-entry books.

Fold inventory into your final accounts: closing stock on the balance sheet and cost of goods sold / gross profit on the P&L, at weighted-average cost — a presentation overlay that keeps the sheet balanced.

Add your CA as a read-only workspace member. They see everything they need to file — nothing they can accidentally change.

Hand your CA Tally-ready books in one tap — a single import XML of masters and vouchers they load straight into Tally Prime, instead of a backup over AnyDesk. The no-migration way to run Finocket alongside Tally.

For salaried & individual users: log income, track investments (ELSS/NPS/PF/FD/gold/MF/stocks), watch net worth, plan 80C, and compare the old vs new tax regime.

A CRM inside your books, shared with your team: a next action on every deal, rotting indicators, speed-to-lead first-touch intros, duplicate merge, multiple pipelines, custom fields, booking links — plus leads, timeline and consent-proofed import.

Hosted lead-capture forms and mobile landing pages with your logo and accent colour — views and submission counts on every card, every submission stores the exact opt-in text as consent proof, and a fresh opt-in lifts an old unsubscribe.

Launch campaigns with audience counts up front, build follow-up sequences, and let one send chokepoint apply consent, suppression and jurisdiction rules — with one-click unsubscribe and a data-request queue.

Create a branded QR that encodes a short redirect: repoint it after printing with no reprint, read scans by device and day, and let a scan that fills your form land as an attributed lead.

Send campaigns on your own Email, WhatsApp and SMS accounts — keys encrypted and never shown again, India DLT and WhatsApp templates required, and Finocket's included sending used when no key is set. The consent chokepoint is unchanged.

Prepare your domain for dedicated sending (SPF/DKIM/DMARC), register US SMS (A2P 10DLC) with enforced quiet hours, and connect a Gmail or Outlook mailbox. Nothing sends until a channel is fully set up.

Referral links and coupon codes with first-referral-wins attribution, a per-referral status timeline in the partner portal, milestones with bonuses and stepped-up rates, a review queue for flagged accruals, partner tax-document upload — and an append-only commission ledger on collected revenue.

Build a per-partner Excel/CSV statement with tax details (PAN / ABN+GST / US tax ID), GST and TDS worked out — the clean hand-off to your CA.

Turn features on or off, understand Available / Beta / Coming-soon, and how free-for-solo and early-access pricing work.

Three tax systems in one platform: India GST/TDS (live), Australia Tax Invoices with ABN, GST-free lines and PayID/BSB + Spam Act (early access), and US named sales-tax rates you define + CAN-SPAM/TCPA/CCPA + 1099 (early access).

Scoped API keys for the versioned REST API (money, books, inventory, orders and CRM), multi-company requests with X-Company-Id, OAuth clients, signed webhooks, an MCP endpoint for AI agents, and the interactive OpenAPI reference.

See what happened in your workspace and what your AI features cost this month — your own activity, the whole team's, and a per-feature and per-user AI spend breakdown. Read-only, and who sees what.

Run Finocket's AI on your own Anthropic, OpenAI or Google account. Set a company-wide key or a personal key that overrides it just for you — stored encrypted per workspace, with your own-key usage metered separately.

One-tap Login-with-Amazon flow (or paste-token fallback) — Finocket pulls the GST Merchant Tax Report (B2B + B2C) and settlement reports nightly.

Flipkart nightly API pull. Meesho / Blinkit / Zepto / Instamart / JioMart via CSV upload — the header row tells Finocket which report you brought.

Every Tally term mapped to its Finocket equivalent — Voucher / Ledger / Party / Narration / Day Book / F-key shortcuts and more.

The no-migration switch: record new work in Finocket from today, keep Tally for final accounts, and hand your CA the monthly export. Step-by-step first month.

Single-key shortcuts for power users — P / E / V / J / O / R / A / C and ⌘K quick-open. Press ? on any screen to see the overlay.