Accounting & Practice Management Software for CA Firms
Everything you need to manage your practice, serve your clients better, and grow your business. Professional software tools designed specifically for Indian tax professionals.
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Professional software solutions designed to help you manage your practice efficiently and serve your clients better
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What Our Clients Say
Rated 5.0 ★ on Google by 80+ CA firms and tax professionals across India
"An excellent PMS software that significantly improves operational efficiency. The interface is clean, intuitive, and easy to navigate. It has helped streamline workflows, improve tracking, and enhance overall productivity. Highly recommended for professionals looking for a reliable management solution."
K Vishal Bharti
Google Review
"Finexo PMS is a very useful practice management software for CA firms. It helps in smooth task management, client tracking, time tracking, and team coordination. The dashboard gives clear visibility of pending work and improves overall efficiency. Simple to use and well-suited for professional practices."
Hardik PPS
Google Review
"Finexo PMS makes handling multiple clients much easier. Task lists, reminders, and documents are all in one place. It helps us stay organized during busy periods. Good and reliable software."
Mansi Bhavsar
Google Review
"Using Finexo has improved coordination within our team. All tasks and deadlines are clearly visible, which avoids confusion. The system is smooth and user-friendly. Highly recommended for professional firms."
Raj Agrawal
Google Review
"An excellent PMS software that significantly improves operational efficiency. The interface is clean, intuitive, and easy to navigate. It has helped streamline workflows, improve tracking, and enhance overall productivity. Highly recommended for professionals looking for a reliable management solution."
K Vishal Bharti
Google Review
"Finexo PMS is a very useful practice management software for CA firms. It helps in smooth task management, client tracking, time tracking, and team coordination. The dashboard gives clear visibility of pending work and improves overall efficiency. Simple to use and well-suited for professional practices."
Hardik PPS
Google Review
"Finexo PMS makes handling multiple clients much easier. Task lists, reminders, and documents are all in one place. It helps us stay organized during busy periods. Good and reliable software."
Mansi Bhavsar
Google Review
"Using Finexo has improved coordination within our team. All tasks and deadlines are clearly visible, which avoids confusion. The system is smooth and user-friendly. Highly recommended for professional firms."
Raj Agrawal
Google Review
"Finexo PMS has made our daily work much more organized. Task allocation, checklists, and client tracking are very easy to manage. It saves time and reduces follow-ups. Very helpful software for CA office work."
Kaushik Rathod
Google Review
"FINEXO PMS helps us manage more clients with fewer employees. It has improved our productivity and streamlined our daily operations. Thank you team finexo"
Yash
Google Review
"Excellent practice management software for CA offices. The platform is user-friendly, reliable, and backed by outstanding service and support. Highly recommended."
Temba Nation
Google Review
"The software is simple to understand and easy to use. Finexo helps in proper task planning and monitoring progress. It has reduced manual tracking and improved productivity. Very useful for CA firms"
Devang Parmar
Google Review
"Finexo PMS has made our daily work much more organized. Task allocation, checklists, and client tracking are very easy to manage. It saves time and reduces follow-ups. Very helpful software for CA office work."
Kaushik Rathod
Google Review
"FINEXO PMS helps us manage more clients with fewer employees. It has improved our productivity and streamlined our daily operations. Thank you team finexo"
Yash
Google Review
"Excellent practice management software for CA offices. The platform is user-friendly, reliable, and backed by outstanding service and support. Highly recommended."
Temba Nation
Google Review
"The software is simple to understand and easy to use. Finexo helps in proper task planning and monitoring progress. It has reduced manual tracking and improved productivity. Very useful for CA firms"
Devang Parmar
Google Review
Built on the Pillars of Excellence
Every product we create is engineered with your success in mind
Security First
Bank-grade encryption and robust security protocols protect your sensitive financial data at all times.
Pinpoint Accuracy
Automated calculations and validations ensure 100% accuracy in all financial operations and compliance.
Practical Solutions
Designed by professionals for professionals, with real-world workflows and intuitive interfaces.
Lightning Fast
Optimized performance ensures rapid processing, instant reports, and seamless user experience.
Free Tools
Powerful GST tools to help you with reconciliation and compliance
GSTR-1
Convert GSTR-1 Excel to JSON for uploading or check JSON data quickly and accurately.
GSTR-2B and Purchases Reconciliation
Reconcile GSTR-2B with your purchase data to identify mismatches and ensure accurate ITC claims.
GSTR-2 and IMS Reconciliation
Reconcile GSTR-2 and IMS data to ensure consistency and accuracy in your GST compliance.
Calculators
Powerful tools to help you with quick calculations and compliance checks
GST Calculator
Calculate GST amount for your invoices quickly. Supports all GST rates and reverse charge mechanism.
GST ITC and Payment Set-off Calculator
Calculate Input Tax Credit set-off and payment liability for GST returns accurately.
Average Bank Balance Calculator
Calculate average monthly or quarterly bank balance for loan applications and financial planning.
What is Finexo?
Finexo is an Indian software company building tools for chartered accountants, company secretaries and tax practitioners. It offers Finexo PMS for practice management, Finexo Books for GST-compliant cloud accounting, and Finexo Websites for professional practice websites. More than 1,500 CA firms use it.
What separates Finexo from generic project tools is that it understands Indian compliance: it auto-creates GST, ITR and TDS tasks from each client's QRMP selection, registration type and registration date, rather than asking a firm to build that logic in a spreadsheet. Pricing is a flat annual fee per firm, not per user — see how Finexo compares to the alternatives.
Frequently asked questions
Finexo is an Indian SaaS company that builds software for chartered accountants, company secretaries and tax practitioners. It offers three products: Finexo PMS for practice management, Finexo Books for GST-compliant cloud accounting, and Finexo Websites for professional practice websites. Finexo is used by more than 1,500 CA firms across India.
Finexo PMS runs the firm: clients, GST/ITR/TDS compliance tasks, documents, team workload and practice billing. Finexo Books maintains the books: invoices, e-invoicing, expenses, inventory, bank reconciliation and GST-ready reports. A CA firm typically uses PMS to manage its own practice and Books to maintain accounts, whether its own or a client's.
Finexo PMS starts at ₹5,999 per year for 10 users, Finexo Books at ₹4,999 per year, and Finexo Websites at ₹5,000. All prices exclude 18% GST. PMS is billed as a flat annual fee per firm rather than per user, and every plan includes every feature — higher tiers only raise GST-client and user limits.
Finexo is built for Indian chartered accountants, company secretaries, tax consultants and the firms they run, from solo practitioners to practices with sixty staff. Finexo Books additionally serves small and medium Indian businesses that need GST-compliant accounting without a desktop installation.
No. Finexo tracks which returns are due, for which client, by when, and records proof that each one was filed — including ARN, acknowledgement number and filing date. The filing itself still happens on the government portal. Finexo is a practice and accounting system, not a return-filing utility.
Yes. Finexo PMS and Finexo Books both offer a free trial with no credit card required, and there are no setup fees on any plan. Finexo also runs free one-on-one onboarding for new firms, and publishes a set of free GST calculators and reconciliation tools that need no account at all.
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