Finexo PMS

Finexo PMS is what partners open when the question is whose GSTR-3B is still red, not which section of the Act applies. It is practice management software to run CA and tax practice clients, tasks, and compliance (https://finexo.in/), listed under practice-management and gst-filing. The product covers task management and client tracking, automated WhatsApp reminders, a document management system, GST-compliant invoicing for the firm’s own billing, automated GST return filing workflows, and real-time reporting. Platforms include web, Android, and iOS. GSTN is the named integration. Finexo Books and Finexo Websites sit alongside if you want accounting or a professional site from the same family — keep those lanes mentally separate from client ledgers so roles do not blur. Featured here for Indian CA, CS, and tax practitioner firms that need ops rhythm more than another research tab.

Plans are billed annually, exclusive of 18% GST, and step by capacity. Premium is ₹5,999 per year for 250 GST clients, 1,000 total clients, 10 users, 5 GB storage, all features included. Enterprise is ₹9,999 for 500 GST clients, 5,000 total clients, 20 users, 5 GB. Ent - 750 is ₹15,999 for 750 GST clients, 5,000 total clients, 40 users, 10 GB. Ent - 1000 is ₹24,999 for 1,000 GST clients, 5,000 total clients, 60 users, 20 GB. There is a 7-day free trial with full access to all features and no credit card required. Premium’s floor of 250 GST clients and 10 users can feel roomy for a tiny practice; storage caps matter once every PDF lives in the DMS. Map your actual GST client count and user headcount to the band before you fall in love with the ₹5,999 headline. At renewal, revisit storage before tax-audit season discovers the ceiling.

Operating picture on a busy week: due-date tasks for GSTR-1, GSTR-3B, TDS, and ROC land on named staff; WhatsApp reminders chase documents from clients; the DMS holds evidence; reporting shows what is slipping. That is firm operations software. It will not replace ledger AI that posts vouchers, and it will not replace citation research for a notice. Clarify early whether automated GST filing submits via GSTN or prepares packs for upload — the answer changes your control design and who holds portal credentials. Write backup expectations and how personal data in the DMS is handled before you migrate the whole roster. Ask for export paths so you are not trapped if you leave. Real-time reporting only helps if partners actually open it; nominate one person who screens red tasks every morning during filing week.

WhatsApp reminders work only with current numbers and brand-safe templates. Draft polite, firm, and escalation copies; forbid freestyle bot tone that sounds like a spam promo. Mobile apps help field updates from partners who live between client offices; define when a mobile upload counts as “received” for deadline purposes so juniors do not argue with the dashboard. Keep Finexo’s GST-compliant invoicing for the firm’s own fees distinct from client books with ruthless user roles. A clerk who can edit every client folder and also issue firm invoices is a control smell. Train the team once on where client documents live versus where firm invoices are raised.

Use the seven-day trial to assign real tasks and send real reminders to a small pilot set, not to click through empty menus. Load ten active GST clients, assign GSTR-1 and GSTR-3B tasks, turn on WhatsApp for two clients who actually answer phones, and see whether documents land in the DMS without a parallel WhatsApp group still running in the background. If partners ignore the dashboard on day five, no tier saves adoption. Pencil Aalekh’s per-client rupees against Finexo’s capacity bands; the cheaper logo depends on active GSTIN count and whether you need ops chasing more than filing widgets. Finexo is built for Indian chartered accountants, company secretaries, and tax practitioners who need clients, tasks, and GST compliance in one place. Buy it for the operating rhythm — tasks, reminders, documents, reporting — and verify the GST filing path with your own GSTINs before you celebrate the annual price.