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Finexo PMS

Brand : Finexo Software

Starting Price:

₹ 5,999 excl. GST

₹ 7,079 incl. GST

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Finexo PMS Pricing & Plans

Premium
  • 250 GST Clients
  • 1000 Total Clients
  • 10 Users
  • 5 GB Space
  • All Features
    • Users
    • Yearly

Calculated Price (Exclusive of all taxes)

5999

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Finexo PMS Features

  • icon_check Task Automation  Automated generation of recurring compliance tasks like GST and ITR filings based on predefined client schedules and rules.
  • icon_check Client Repository Centralized digital storage for sensitive client credentials, PAN, Aadhaar, and registration details with secure access.
  • icon_check Workflow Tracking Real-time monitoring of task progress across the firm to identify bottlenecks and ensure timely completion of assignments.
  • icon_check Role-Based Access Control (RBAC) Granular permission settings to control staff access to specific client data and firm modules, ensuring data confidentiality.
  • icon_check Document Management Integrated system for uploading, categorizing, and retrieving client-related documents and compliance certificates easily.
  • icon_check Performance Logs Detailed activity logs capturing team member actions and task updates to maintain accountability and an internal audit trail.
  • icon_check Data Import/Export Capability to onboard large volumes of client data and compliance history using standardized Excel templates for efficiency.
  • icon_check Team Collaboration Internal communication module allowing staff to share comments and updates on specific tasks without external chat tools.
  • icon_check Dashboard Analytics Visual representation of firm-wide productivity, pending workloads, and revenue trends for data-driven decision making.
  • icon_check Alerts & Notifications Automatic system updates sent to managers when critical compliance tasks are completed or if a deadline is approaching.
  • icon_check Task Categorization Ability to classify work by priority, service type, or client category to streamline the daily operations of the practice.
  • icon_check Attendance Tracking Integrated feature for monitoring staff login hours and work duration to assist in internal payroll and productivity review.
  • icon_check Report Generation Exportable summaries of completed tasks, pending work, and client-wise billing reports for internal review and auditing.

Finexo PMS Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • Accounting Firms
  • CA Firms
  • Small Business, Medium Business, Enterprises, SMEs
  • Email, Communities
  • Videos
  • English

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