Finexo PMS
Practice management software to run CA and tax practice clients, tasks and compliance
- Categories
- Practice Management, GST Filing
- Free trial
- 7 days
- Best for
- CA, CS and tax practitioner firms in India managing clients, tasks and GST compliance
- Platforms
- web, android, ios
- Integrations
- GSTN
Key features
- ✓Task management and client tracking
- ✓Automated WhatsApp reminders
- ✓Document management system
- ✓GST-compliant invoicing
- ✓Automated GST return filing
- ✓Real-time reporting
Pricing
| Plan | Price | Includes |
|---|---|---|
| Premium | INR 5999/year | 250 GST clients, 1,000 total clients, 10 users, 5 GB storage, All features included |
| Enterprise | INR 9999/year | 500 GST clients, 5,000 total clients, 20 users, 5 GB storage, All features included |
| Ent - 750 | INR 15999/year | 750 GST clients, 5,000 total clients, 40 users, 10 GB storage, All features included |
| Ent - 1000 | INR 24999/year | 1,000 GST clients, 5,000 total clients, 60 users, 20 GB storage, All features included |
Finexo PMS is a practice management platform for Indian CA, CS and tax practitioner firms, designed to manage clients, tasks and compliance from a single workspace. Alongside the practice management product, Finexo also offers Finexo Books (GST-compliant accounting and invoicing) and Finexo Websites (sites for professionals). Core capabilities include task and client tracking, automated WhatsApp reminders, a document management system, GST-compliant invoicing, automated GST return filing and real-time reporting, with a mobile app available in addition to the web app.
Pricing is annual and scales by client volume and user count, from the Premium plan at ₹5,999/year up to the Ent - 1000 plan at ₹24,999/year, all exclusive of 18% GST and backed by a 7-day free trial with no credit card required. The product is India-focused, supporting GST and GSTR filing workflows tailored to Indian tax professionals.
FAQ
- What does Finexo PMS cost?
- Plans are billed annually starting at ₹5,999/year for the Premium plan (250 GST clients, 10 users) up to ₹24,999/year for the Ent - 1000 plan (1,000 GST clients, 60 users). All prices are exclusive of 18% GST.
- Is there a free trial?
- Yes, Finexo offers a 7-day free trial with full access to all features and no credit card required.
- Who is Finexo PMS designed for?
- It is built for Indian chartered accountants, company secretaries and tax practitioners who need to manage clients, tasks and GST compliance in one place.