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Mobile-first books of account for solo consultants

FinFy

Clients, payments, GST, invoices and reports — all from your pocket. Works offline. Hand clean books to your CA in one tap.

Overview

Mobile-first books of account for solo consultants

FinFy is a mobile-first books-of-account app for India's solo service professionals — track clients, payments, expenses, GST and invoices, ask AI about your books, and keep CA-ready records without sitting at a desk.

Best for

Vastu consultants, astrologers, real-estate advisors, coaches and trainers, and other independent service professionals in India who need clean books, GST invoices, and CA-ready reports.

What it helps with

  • Track income, expenses and client payments
  • Send GST invoices and WhatsApp reminders
  • Record visits, time and recurring retainers
  • Plan advance tax and see live cashflow
  • Ask AI plain-English questions over your books
  • Hand clean, CA-ready reports in one tap

Capabilities

Clients & sub-clients (with GSTIN)Income & expense trackingGST invoices & UPI scan-to-payWhatsApp invoicing & remindersOutstanding / dues trackingRecurring retainers & subscriptionsTime tracking & billable timerVisit logging with voice notesIndian GST (GSTR-1 & 3B)Multi-currency (INR + 7)FinFy AI assistantTally-style reports & exportsAdvance-tax plannerMobile-first PWA (works offline)
Explore FinFy
What's built & what's next

Modules, transparently

A live look at what is supported today, what is rolling out, and what is on the roadmap — kept in sync with the product.

Built & supported

Live in the product today

17
Clients & Parties

Builder, individual, family or business clients with sub-clients and GSTIN.

Income & Payments

Record client payments and see what you earned this month.

Expense Tracking

Log business or personal expenses, grouped by category.

GST Invoices

Invoice PDFs with line items, CGST/SGST/IGST splits and UPI scan-to-pay QR.

WhatsApp Invoicing

Share invoices, receipts and overdue reminders in one tap.

Outstanding & Dues

Unpaid invoices bucketed by how many days overdue they are.

Recurring & Retainers

Subscriptions, retainers and rent auto-posted on schedule.

Time Tracking

Billable timer with hourly rate and a time-utilisation report.

Visits & Voice Notes

Log project visits with voice notes in 5 Indian languages.

Indian GST

Place-of-supply logic with GSTR-1 and GSTR-3B JSON + PDF.

Multi-currency

INR plus 7 foreign currencies with an FX snapshot per invoice.

FinFy AI Assistant

Ask plain-English questions and act over your own books.

Tally-style Reports

Day Book, Cashbook, Client Ledger, Cashflow, Income vs Expense and more.

Advance-Tax Planner

Quarterly instalment dates with old / new regime hints.

Exports & Data Ownership

CSV export anytime, row-level security and 30-day delete requests.

Team Members

Invite an assistant or accountant by phone with scoped roles.

Mobile-first PWA

Installable app that works offline and syncs when signal returns.

In progress

Beta or shipping next

2
Hand-to-CA BundleUpcoming

A single ZIP plus a read-only CA invite.

Paid TiersBuilding

Backend-heavy add-ons; daily-use features stay free.

Planned & future

On the roadmap

8
P&L / Balance Sheet

Formal statements for tax filing, on a double-entry ledger.

Trial Balance

Full trial balance once the double-entry ledger lands.

Bank Reconciliation

Match books against imported bank statements.

TDS Form 26Q

Quarterly TDS return generation.

Audit Trail (Rule 11(g))

Per-edit log for statutory compliance.

GSTR-2B Reconciliation

Auto-match purchases against the 2B portal feed.

e-Invoicing (GSP)

Government e-invoicing integration.

Automated Dunning

Scheduled, automatic payment-chasing reminders.

Roadmap reflects the live product. See it on FinFy

Have a workflow, product idea, or operation you want to simplify?

Whether you want to use one of our products, build a custom system, automate a workflow, run a growth engine, or create a managed operations team — Demystify Systems helps you move from complexity to clarity.