Get started with Finocket

Sign up, tell Finocket who you are, and the wizard sets up your books to match — a business gets the full toolkit, a freelancer or individual gets a focused set. Add a client, send a GST invoice, record the payment. Ten minutes and your books are live.

How do I sign up?

Open the sign-up page and create an account with your email and a password, or a social login. If email confirmation is on, verify your email first — anything you'd already entered (say, from a persona doorway or the kit builder) is kept and waiting for you after the round-trip. Then the onboarding wizard starts.

What does the onboarding wizard ask?

First, who you are — business, freelancer / consultant, or salaried / individual — with a second row of refinement chips (like shop, D2C seller, services) you can tap or skip. This choice drives your module set and how the app talks to you. Freelancers and individuals get a shorter, focused wizard.

Then the business steps (each skippable, finishable later from Profile → Business):

1. Identity — legal name, trade name, business type (proprietor / partnership / LLP / private-limited), industry.
2. Tax — GSTIN + PAN, checksum-validated as you type. A valid GSTIN pre-fills your state and derives your PAN. Composition scheme is an option if you qualify.
3. Address & contact — postal address, business phone and email.
4. Bank — IFSC auto-fills your bank name; account number, UPI VPA, SWIFT for exporters.
5. Sales channels — direct B2B/B2C, Amazon, Flipkart, Meesho, quick-commerce. What you tick decides which integrations Finocket highlights later.
6. Modules — the wizard ends with your recommended module set, pre-selected for your profile. Adjust it now or any time from Profile → Modules & features.

How do I add my first client?

From the dashboard, tap + → Add client (or press C). Only the name is required. Enter a GSTIN and Finocket validates it and auto-fills the client's tax state — that's what makes CGST/SGST vs IGST automatic later.

How do I create my first invoice?

1. Open Invoices → New.
2. Pick the client and add at least one line item.
3. Save. Finocket assigns the next number from your series, computes CGST/SGST/IGST from your state vs the client's, and shows the PDF preview.
4. Share the PDF on WhatsApp or email — every INR PDF carries a UPI QR so clients can pay from their phone.

How do I record the payment?

Tap + → Add payment (or press P). Pick the client — every unpaid invoice appears under Against invoice. Pick one and the amount pre-fills. Save, and the invoice flips to paid. If your client withheld TDS (common for services under section 194J), turn on Client deducted TDS? — Finocket suggests 10% of gross and still marks the invoice fully paid at gross, so your outstanding stays correct.

Where to go next

• Clients & invoices — every document type, series numbering, credit notes.
• Install Finocket as a real app — on your phone, offline-ready.
• Try Finocket with sample data — explore before entering real work.
• Modules & plans — run only what you need.