Platform
Turn on only what you need.
Finocket is modular by design. Start with the books, then switch on CRM, outreach, partners or the API — per workspace, managed centrally and stored in Postgres with row-level security. Everything you can do in the app, you can do over the API.
Turn modules on/off
Every optional area is a switch in Settings. Your menus adapt instantly, your choice saves to your account, and your whole team inherits it.
Governed per workspace
Super-admins can lock a module on or off for a tenant. Beta modules are self-serve switches; request access applies to locked or Coming-soon modules — a transparent ladder.
API, webhooks & MCP
A versioned REST API, signed outbound webhooks and an MCP endpoint expose everything the app can do — for integrations and AI agents alike.
Secure by construction
Row-level security scopes every row; private and ledger data is never exposed over the API; credentials are AES-256-GCM encrypted.
Every module, one switchboard
This is the live registry that powers the in-app Settings switchboard — each area shows its honest status.
Books & tax
Raise invoices, track clients and receivables, and record customer payments.
GSTIN, tax splits, GSTR-1/3B, credit notes. Turn off if you don't file GST.
Cashflow, income vs expense, net worth, tax-saving and the reports library.
Auto-post monthly retainers, subscriptions, salaries and SIPs.
Import a bank statement (CSV) and match each line to a recorded payment or expense.
Track stock for the products you sell — opening balances, a live stock ledger, low-stock alerts. Sales decrement stock automatically.
Raise sales orders and purchase orders, track them open→fulfilled, and convert to an invoice or a bill in one tap.
Tag invoices and expenses to a cost centre (branch, project, team) and see profit & loss per centre.
Define a bill of materials per finished product and record production runs that consume raw materials and produce finished goods.
Ask your books questions in plain language.
Personal finance
Track ELSS, NPS, PF/PPF, FD, gold, mutual funds and stocks, with 80C planning.
Log salary, interest, rent, dividends and other personal income.
CRM & pipeline
Group work and expenses under client projects.
Billable timer and per-client time entries.
Sales pipeline, deal stages and follow-ups.
Log client / site visits with voice notes.
Embeddable/hosted forms with consent-proofed lead capture (timestamp, IP, exact opt-in text).
Hosted, mobile-first landing pages on your Finocket link with a form and basic analytics.
Outreach & compliance
Per-contact consent ledger, suppression list, DSR export/delete, jurisdiction rules.
1:1 mailbox email, campaigns and follow-up sequences — every send resolved against consent.
Dynamic QR codes that never deactivate — change the destination without reprinting, and see every scan turn into a lead.
Partners & commissions
Single-tier partner programs, referral attribution and a self-serve partner portal.
Append-only commission accrual on collected revenue, with holds and clawbacks.
Monthly per-partner Excel/CSV for your CA to execute payment and tax treatment.
Platform & integrations
Amazon, Flipkart, Meesho and quick-commerce ingestion.
API keys, webhooks and the developer console.
Versioned REST API and signed outbound webhooks for integrating your systems.
Grow into it — no migration
Books free-for-solo in India → add CRM → add outreach → add partners → wire in the API. Same account, same data, one switch at a time.
Pick who you are — Finocket rewires itself
Sign-up asks one question: business, freelancer or personal. That answer decides which modules start switched on. This table is generated from the live registry that powers the in-app switchboard — it cannot go stale.
Always on for everyone: dashboard, expenses, day book, cashbook — the money primitives every account needs.
| Module | Business | Freelancer | Personal |
|---|---|---|---|
| Invoices & clients | |||
| GST & returns | |||
| Reports & books | |||
| Recurring rules | |||
| Bank reconciliation | |||
| Inventory & stock | |||
| Sales & purchase orders | |||
| Cost centres | |||
| Manufacturing | |||
| AI assistant | |||
| Investments & 80C | |||
| Income tracking | |||
| Projects | |||
| Time tracking | |||
| CRM & deals | |||
| Site visits | |||
| Marketplaces & integrations | |||
| Developers & API | |||
| Forms & lead capture Beta | |||
| Landing pages Beta | |||
| Consent & compliance Beta | |||
| Email & sequences Beta | |||
| QR & tracking | |||
| Partner programs Beta | |||
| Commission ledger Beta | |||
| Commission statements Beta | |||
| Public API & webhooks Beta |
✓ = on from day one for that account type. Everything else stays one tap away in Settings — beta modules are self-serve too, and your team inherits the workspace owner's choices. Locked modules show a request button, reviewed per tenant.
Ready to ditch the spreadsheet?
Free for solo users. No credit card. Your books stay yours.