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Developer & AI · Beta

AI that reads your books. An API that runs them.

Everything you can do in the app, you can do over the API — and everything the API can read, an AI agent can read too. Point Claude, ChatGPT or your own tools at your books through the MCP endpoint and ask 'what's my GST this month?' or 'who owes me the most?' and get a real answer. Bring your own AI keys if you'd rather, and watch exactly what your team's AI costs. It's all modular and stored in Postgres with row-level security.

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Modules you turn on/off

Every optional area is a switch in Settings — GST, CRM, forms, outreach, partners, marketplaces, the API. Your menus adapt instantly and your choice is saved to your account, with a transparent Available / Beta / Coming-soon ladder and per-tenant super-admin governance.

Public REST API v1 — 26 resources

Clients, contacts, invoices, payments, payment links, deals, pipelines, tasks, tags, activities, consent, partners, commission events, attributions, merchants, subscriptions, usage, companies, expenses, items, stock, reports, GST returns, sales orders, purchase orders and QR codes — versioned, key-scoped, multi-company aware (X-Company-Id), with an OpenAPI spec, OAuth clients and a Scalar reference.

AI over your books (MCP)

An MCP server exposes scope-enforced tools — invoices, payments, CRM, expenses, items, stock and financial-statement reports — so AI agents can read receivables, GST returns, a client statement or a Tally export and even draft an estimate, safely, inside the company you point them at.

Bring your own AI keys

Add your own Anthropic (Claude), OpenAI or Google AI key at the company level for everyone, or a personal key just for you — stored encrypted and never shown again. Set no key and Finocket's included AI is used exactly as before; your own-key usage is metered separately.

Usage & activity monitoring

A Usage & activity screen shows your own recent actions and your whole workspace's activity — invoices created, payments recorded, AI actions and more — plus this month's AI cost, actions and tokens broken down by person and by feature.

Signed webhooks

A per-tenant outbound webhook outbox with signed delivery — new company, expense, item or credit note, and a stock.low alert the moment a tracked item hits its reorder level — so your own systems stay in sync in real time.

Secure by construction

Every row is scoped by Postgres row-level security; private and ledger data is never exposed over the API; credentials are AES-256-GCM encrypted.

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.
Partners & commissions
Referral links and coupon codes, milestones with tiered rates, an append-only commission ledger on collected revenue, and monthly CA-ready statements.
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.

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    AI that reads your books. An API that runs them. · Finocket