Build your Finocket kit — pick your modules

Books & tax

Invoices & clientsRaise invoices, track clients and receivables, and record customer payments.How it helps: Get paid faster: branded invoices, receivables and payment tracking in one place.GST & returnsGSTIN, tax splits, GSTR-1/3B, credit notes. Turn off if you don't file GST.How it helps: File on time without spreadsheets — your GSTR-1/3B build themselves from your invoices.Reports & booksCashflow, income vs expense, net worth, tax-saving and the reports library.How it helps: Know where the money is every morning: cashflow, outstanding and the reports library.Recurring rulesAuto-post monthly retainers, subscriptions, salaries and SIPs.How it helps: Retainers, rent and SIPs post themselves so your books never fall behind.Bank reconciliationImport a bank statement (CSV) and match each line to a recorded payment or expense.How it helps: Tick off your bank statement against your books in minutes — every rupee accounted for.Inventory & stockTrack stock for the products you sell — opening balances, a live stock ledger, low-stock alerts. Sales decrement stock automatically.How it helps: Always know what's in stock: sales draw it down automatically and low-stock items flag before you run out.Sales & purchase ordersRaise sales orders and purchase orders, track them open→fulfilled, and convert to an invoice or a bill in one tap.How it helps: Confirm an order before you bill: track what's pending and turn it into an invoice or purchase bill in one tap.Cost centresTag invoices and expenses to a cost centre (branch, project, team) and see profit & loss per centre.How it helps: See which branch, project or team actually makes money — tag transactions and read a P&L per cost centre.ManufacturingDefine a bill of materials per finished product and record production runs that consume raw materials and produce finished goods.How it helps: Turn raw materials into finished stock: record a production run and Finocket draws down components and adds the finished goods automatically.AI assistantAsk your books questions in plain language.How it helps: Ask 'who owes me money?' in plain language and get answers from your own books.

Personal finance

Investments & 80CTrack ELSS, NPS, PF/PPF, FD, gold, mutual funds and stocks, with 80C planning.How it helps: See all your tax-saving investments and 80C headroom in one screen.Income trackingLog salary, interest, rent, dividends and other personal income.How it helps: Every income source logged means an accurate tax picture at year end.

CRM & pipeline

ProjectsGroup work and expenses under client projects.How it helps: Know which client work actually makes money.Time trackingBillable timer and per-client time entries.How it helps: Turn tracked hours into invoice lines without retyping.CRM & dealsSales pipeline, deal stages and follow-ups.How it helps: Never let a lead rot: pipeline, next actions and follow-up nudges.Site visitsLog client / site visits with voice notes.How it helps: Voice-note a site visit before you forget it — it lands on the client timeline.Forms & lead capture

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Embeddable/hosted forms with consent-proofed lead capture (timestamp, IP, exact opt-in text).How it helps: A lead form on your link that files consent proof automatically.Landing pages

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Hosted, mobile-first landing pages on your Finocket link with a form and basic analytics.How it helps: A hosted page with your branding that turns visitors into leads.

Outreach & compliance

Consent & compliance

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Per-contact consent ledger, suppression list, DSR export/delete, jurisdiction rules.How it helps: Outreach that can prove consent — ledger, suppressions and data requests handled.Email & sequences

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1:1 mailbox email, campaigns and follow-up sequences — every send resolved against consent.How it helps: Campaigns and follow-up sequences that check consent on every send.QR & trackingDynamic QR codes that never deactivate — change the destination without reprinting, and see every scan turn into a lead.How it helps: One sticker, tracked forever: edit where it points, and each scan lands as an attributable lead in your CRM.

Partners & commissions

Partner programs

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Single-tier partner programs, referral attribution and a self-serve partner portal.How it helps: Let partners send you business and see exactly what they've earned.Commission ledger

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Append-only commission accrual on collected revenue, with holds and clawbacks.How it helps: Commissions accrue only on money actually collected — no clawback drama.Commission statements

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Monthly per-partner Excel/CSV for your CA to execute payment and tax treatment.How it helps: Month-end partner statements your CA can pay from directly.

Platform & integrations

Marketplaces & integrationsAmazon, Flipkart, Meesho and quick-commerce ingestion.How it helps: Reconcile marketplace settlements and TCS as pure finance — money in, money out.Developers & APIAPI keys, webhooks and the developer console.How it helps: Automate anything with API keys and webhooks.Public API & webhooks

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Versioned REST API and signed outbound webhooks for integrating your systems.How it helps: Connect Finocket to your own systems with a real REST API.

Start from a kit, then turn on only what you need.