Partners & commissions · Beta

Run a partner program your CA can actually pay out

Give partners and affiliates a self-serve portal, track every referral by link or coupon code, and accrue commission only on money you actually collected — then hand your accountant a clean monthly statement with each partner's tax details and documents, GST and TDS worked out. Finocket never moves money; it gets the numbers right.

Single-tier programs

Set a rate in basis points, a cookie window and a hold period. Invite a partner by email and their portal links automatically the moment they sign up — they see their referral link, per-currency balances and what they're owed, and only their own rows.

First-referral attribution

Referral links attribute leads to partners on a first-referral-wins basis — later touches never overwrite the first — with a configurable cookie window; the attribution flows through to the ledger.

Coupon codes — cookie-proof attribution

Mint per-partner coupon codes with usage caps and expiry. Enter a client's code on their invoice and the referral attributes to that partner — no cookie, no click required, so WhatsApp and word-of-mouth referrals count too. First referral still wins.

Double-sided rewards

Set a referee discount on the program and it's applied automatically to the referred client's first invoice when their coupon is redeemed — the partner earns, the new client saves, and the discount is a visible line on the invoice.

Share kit

Write WhatsApp-ready messages and links once; partners copy them from their portal with their referral link already appended — no mangled links, no off-brand pitches.

Milestones & tiered rates

Set conversion or revenue thresholds that post a one-time cash bonus to the ledger when crossed — and, if you want, step the partner up to a higher commission rate that applies automatically from then on.

A referral timeline partners can trust

Each referral shows its partner a step-by-step status — captured, lead, first invoice, payment collected, commission accrued, on hold until a date, released, paid — so 'where's my commission?' answers itself.

Append-only commission ledger

Commission accrues on collected revenue with holds and clawbacks — an immutable, idempotent ledger where corrections are new rows, never edits. Integer money maths, property-tested.

Self-referral review queue

When a referral's email or phone matches the partner's own, the accrual is still recorded — but flagged and held out of payable until you approve or reject it in a review queue. Honest books, no silent blocking.

Monthly CA statements + docs on file

Build a per-partner statement as Excel or CSV with tax details on file (PAN / ABN+GST / US tax ID) or a clear MISSING flag, plus GST and India TDS-194H. Partners upload their PAN / W-9 / ABN declaration from the portal into a private vault, and statements show a docs-on-file chip per partner.

You never pay through us

Finocket computes what's owed; your accountant executes the payout and the tax. Mark-paid only records the reality your CA already actioned.

Explore more

GST & tax compliance
GSTIN per client, CGST/SGST/IGST splits, credit notes, GSTR-1/3B, ITC, RCM and TDS on payments.
Invoicing & payments
Estimates with online acceptance, deposits & payment schedules, a client portal, automated reminders and late fees — plus branded PDFs, UPI QR, WhatsApp share and multi-currency.
Double-entry books
Trial balance, P&L, balance sheet and cash flow from a proper double-entry ledger — plus Day Book, Cashbook, a permanent audit trail and one-tap Tally XML your CA imports.
Inventory & manufacturing
A live stock ledger with weighted-average COGS, batch & expiry tracking, multiple godowns, sales & purchase orders, and a bill of materials with production runs.
Personal finance
Log income, track ELSS/NPS/PF/FD/gold/MF/stocks, watch net worth, and compare the old vs new tax regime.
CRM & pipeline
Lead → deal → invoice → payment as ONE record, with a next action on every deal, rotting indicators, speed-to-lead alerts, dedupe & merge, multiple pipelines and booking links.
Forms & landing pages
Hosted lead-capture forms and mobile landing pages — every submission stores the exact opt-in text as proof.
Outreach & compliance
Campaigns, follow-up sequences and one send chokepoint that checks consent + suppression on every message — plus dynamic QR codes that turn scans into leads and the option to send on your own WhatsApp, SMS and email accounts.
Developer & AI
A versioned REST API + MCP endpoint so AI agents can work your books, bring-your-own AI keys, a usage & activity monitor, signed webhooks and roles enforced at the database.
Multi-company
Add as many companies as you run, each with its own name, GSTIN and numbering — switch between them in a tap, with each company's books fully isolated.
AI, voice, scan & offline
Scan-to-Add expenses, an AI assistant over your data, voice in five languages, and an offline-first PWA.

Ready to ditch the spreadsheet?

Free for solo users. No credit card. Your books stay yours.

    Run a partner program your CA can actually pay out · Finocket