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Finexo PMS

Brand: Finexo Software

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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.

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Starting Price
₹5,999 excl.GST
₹ 7,079 incl. GST

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Starting at ₹5,999

Finexo PMS Software Overview

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.

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Finexo PMS Pricing & Plans

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

Calculated Price

₹ 5999 Exclusive of all taxes

    • Users

      Users
      Users

    • Yearly

      Yearly
      Yearly

Key Features

  • 250 GST Clients

  • 1000 Total Clients

  • 10 Users

  • 5 GB Space

  • All Features

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 Demo Video play icon

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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Finexo PMS Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
Accounting Firms
Business Specific
CA Firms
Business Size
Small Business Medium Business Enterprises SMEs
Customer Support
Email Communities
Language
English
Training Resources
Videos

Finexo PMS Gallery

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Finexo PMS Review

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How much does Finexo PMS Software cost?

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

Is there a mobile app available for Finexo PMS Software?

Finexo PMS mainly works as a web-based platform, and mobile apps are not available.

Which operating systems are compatible with Finexo PMS Software?

Finexo PMS is compatible with Windows, macOS, Ubuntu, and Linux through modern web browsers.

Does Finexo PMS Software offer a free trial?

Yes, Finexo PMS offers a free trial.

How does Finexo PMS Software function?

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.

Who uses Finexo PMS Software?

Finexo PMS is used by chartered accountants, CA firms, and tax practitioners to manage clients, compliance, and office workflow.

Is a free demo available for Finexo PMS Software?

Yes, Finexo offers a free demo and even a 7-day free trial with full feature access.

Is Finexo PMS Software available for free?

No, Finexo is paid software, but users can try it for free before purchasing a plan.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.