Guides for every part of Finocket

Sign up, tell Finocket who you are, finish the short onboarding wizard, add your first client and send your first GST invoice — in under ten minutes.

Add Finocket to your home screen on Android, iPhone or desktop so it launches like any other app — opens instantly and works offline.

Seed a realistic sample business with one tap, explore every screen with believable numbers, then clear it all safely — your real entries are never touched.

Keep separate books for each business you run — its own GSTIN, invoices, stock and reports — and switch between them from the sidebar.

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.

Point your camera at a bill and Finocket reads the vendor, date, total, GST split and GSTIN, prefilling the expense form — you check the numbers and save, with the photo kept attached.

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.

Group work under client projects and run a one-tap timer with an hourly rate and billable flag — then turn unbilled time into a draft invoice in a couple of taps.

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, expense or invoice, daily to yearly with an every-N interval — and Finocket posts the entry on schedule, even when the app is closed. Invoice rules create drafts for you to review and send.

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.

For GST-registered businesses under the e-invoice mandate: export the IRN payload JSON and UBL XML for IRP upload, and generate the e-way bill JSON for consignments of ₹50,000 and above.

Upload your GSTR-2B JSON from the GST portal and Finocket buckets every purchase — matched, tax mismatch, missing in books, missing in 2B — so you claim exactly the ITC you're entitled to.

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.

Track salary, freelance and other income with TDS, log every investment, and watch your 80C progress toward the ₹1.5 lakh limit.

Work a sales pipeline inside your books — follow-ups on WhatsApp or email, a per-client money ledger, and consent-safe lead import.

Record client site visits in seconds — dictate notes by voice, swipe to duplicate or delete, and check the muhurat strip before you schedule.

Build hosted lead-capture forms and mobile landing pages with a first-class consent block — every submission stores the exact opt-in text as proof and lands in your CRM as a lead.

Launch email campaigns with audience counts up front while one send chokepoint applies consent, suppression, quiet hours and your country's rules to every single message — blocked sends are logged, never silently dropped.

Build a day-offset email drip — enrol a contact once and each step sends automatically on schedule, with every step consent-checked and the whole sequence stopping instantly when someone unsubscribes.

Print a branded QR once and repoint it forever — the code encodes a short redirect, every scan is counted by day and device with hashed-IP privacy, and a scan that fills your form lands as an attributed lead.

Send on your own Email, WhatsApp and SMS provider accounts — keys are encrypted per workspace and never shown again, company keys apply to everyone while personal keys override them, and the consent chokepoint is unchanged.

Prepare your domain with SPF, DKIM and DMARC for the dedicated-sending rollout, register your brand for US SMS (A2P 10DLC), and connect a Gmail or Outlook mailbox — nothing sends until a channel is fully set up.

Run a referral program with links, coupon codes, milestones and a referee discount — commission accrues only on collected revenue into an append-only ledger, flagged accruals wait for your review, and partners track everything in a self-serve portal.

Build a per-partner monthly statement with payable amounts, GST and TDS-194H columns and tax-detail flags, reconcile it to the ledger, finalize to lock the period, then record your CA's payment reference — Finocket never executes the payout.

Turn modules on and off from one switchboard, discover the rest in the Explore panel, request locked ones, and understand Trial, Managed and Beta states.

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).

Register products, create scoped API keys (shown once), receive HMAC-signed webhooks, use OAuth for whole products, onboard sub-merchants for payments, and debug with request logs and the live API reference.

A read-only log of workspace activity plus a monthly AI cost estimate broken down by feature and by user.

Run Finocket's AI features on your own Anthropic, OpenAI or Google account — personal key first, then company key, then Finocket's included AI.

Ask questions about your own clients, payments, expenses and pipeline in plain language — the assistant reads your books live, draws charts, and asks before it writes anything.

Share your books with a read-write assistant or a read-only accountant — invite by email, they accept on their next login, and every action they take is logged.

Connect your Amazon Seller account with one tap (or paste tokens), let Finocket pull GST MTR and settlement reports nightly, then convert marketplace orders into real GST invoices.

Connect Flipkart by API, and bring Meesho and quick-commerce sales in by CSV — Finocket auto-detects the report type and feeds orders, settlements and GSTR-8 reconciliation.

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.