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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 CA Office Management Software is a tool that helps chartered accountants manage tasks, clients, deadlines, and billing efficiently in one platform. ...Read more

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Finexo PMS Software Pricing, Features & Reviews

What is Finexo PMS?

Finexo PMS CA Office Management Software is a digital solution designed to help chartered accountants and tax professionals manage their entire office work efficiently in one place.

It replaces manual methods like Excel sheets, WhatsApp chats, and paper records with a single, easy-to-use dashboard.

The software automatically creates and tracks tasks for GST, ITR, and TDS filings with proper deadlines, helping users monitor pending, completed, and overdue work in real time.

It securely stores client details such as PAN, GSTIN, and important documents, and allows team members to assign tasks and collaborate smoothly.

Finexo PMS also sends automatic reminders to clients through WhatsApp, SMS, or email, and includes features for billing, invoicing, and tracking payments.

Why Choose Finexo PMS Software?

  • All-in-One Office Management: Manage complete CA firm operations in one system.
  • Centralized Dashboard: Replace Excel, WhatsApp, and manual tracking with one platform.
  • Automatic Task Creation: Auto-generate GST, ITR, and TDS tasks with deadlines.
  • Deadline Management: Never miss important compliance due dates.
  • Real-Time Task Tracking: Monitor pending, completed, and overdue work instantly.
  • Secure Client Data Storage: Store PAN, GSTIN, and documents safely.
  • Quick Client Search: Find client information within seconds.
  • Password & Document Security: Keep sensitive data protected in one place.
  • Team Collaboration: Assign tasks and work together efficiently.
  • Activity Logs & Tracking: Track all actions for accountability and transparency.
  • Reduced Communication Gaps: Minimize dependency on WhatsApp for work updates.
  • Automated Client Reminders: Send bulk alerts via WhatsApp, SMS, and email.
  • Smart Follow-Ups: Automate follow-ups and reduce manual effort.
  • Built-in Billing System: Create and manage invoices easily.
  • Auto Invoice Generation: Generate invoices automatically after task completion.

Benefits of Finexo PMS Software

  • Payment Tracking: Track pending fees and payments efficiently.
  • Multi-Firm Management: Manage multiple offices or branches from one account.
  • DSC Tracking System: Monitor Digital Signature Certificates with alerts.
  • Business Insights & Analytics: Get reports and performance insights.
  • Improved Productivity: Increase team efficiency with automation.
  • Role-Based Access Control: Assign permissions based on user roles.
  • High Data Security: Ensure data safety with encryption and controls.

Finexo PMS Pricing

Finexo PMS pricing starts at INR 5999 on techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

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

Finexo PMS Reviews and Ratings

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Finexo PMS FAQ

A Finexo PMS pricing starts at INR 5999 on techjockey.com.
A Finexo PMS mainly works as a web-based platform, and mobile apps are not available.
A Finexo PMS is compatible with Windows, macOS, Ubuntu, and Linux through modern web browsers.
A Yes, Finexo PMS offers a free trial.
A Finexo works by importing client data, auto-creating GST/ITR/TDS tasks with deadlines, and letting users track work, send reminders, and generate invoices from one dashboard.
A Finexo PMS is used by chartered accountants, CA firms, and tax practitioners to manage clients, compliance, and office workflow.
A Yes, Finexo offers a free demo and even a 7-day free trial with full feature access.
A No, Finexo is paid software, but users can try it for free before purchasing a plan.

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