Finexo Review for CA & CS Firms (2026 Audit)

Feature Availability Matrix

Primary-source verified statutory capabilities for Finexo (21 of 38 features available).See sources ↓

21 / 38 Supported

Firm & Client Setup4 / 5

Year of Launch

2024

Client Management

Tiered GST-client limits

Client Grouping

✕ No

Multi-firm

✓ Yes

Role-based permissions

✓ Yes

Free Trial

✓ Yes

Zero Implementation Fee

Yes (₹0)

Task, Billing & Accounting4 / 9

Task Management

✓ Yes

Kanban Board

✕ No

Billing Management

✓ Yes

Accounting

Yes (Finnexo Books)

Expense

Yes (Finnexo Books)

Tally Integration

✕ No

Zoho Integration

✕ No

Razorpay Integration

✕ No

Sprint Planner

✕ No

Statutory Compliance & Notices5 / 7

Document Management

✓ Yes

UDIN Tracking

✕ No

Document Inward/Outward

✓ Yes

GST Return Tracker

✓ Yes

IT Return Tracker

✓ Yes

TDS Return Tracker

✓ Yes

Notice Management

✕ No

Communication & Client Experience4 / 8

Lead & CRM

✕ No

Whatsapp Integration

✓ Yes

Email Integration

✓ Yes

Communication

✓ Yes

Calendar

✕ No

Client Portal

Yes via WhatsApp

Proposal Management Software

✕ No

Visitor Management

✕ No

Mobile, Team & Intelligence4 / 9

Live Activity

✕ No

Timesheet

✓ Yes

Reports

✓ Yes

Geo Location based Attendance

✓ Yes

Android

✕ No

IOS

✕ No

Agentic Workflows

✕ No

Advanced Analytics

✕ No

256 - Encryption

✓ Yes

Key Strengths & Limitations

✓ Key Strengths

✓Fast partner setup with minimal operational learning curve.
✓Mobile attendance tracking with article geo-fencing.
✓Integrated recurring statutory compliance calendar.

✕ Caveats & Considerations

✕No direct 2-way live sync with GSTN portal.
✕AI voice and audio transcription requires manual review.

Technical Specifications

Deployment	Cloud SaaS (Browser)
Supported OS	Windows, Mac, Linux, iOS, Android
Target Practice Size	Chartered Accountants & Tax Firms
Official Entity & Origin	Finexo Software Pvt Ltd • Jaipur, Rajasthan
Official Website	https://finexo.in ↗

About Finexo & Governance

Finexo's own site states the product launched in 2022 in Jaipur, though its Private Limited entity, Finexo Software Private Limited, was only formally incorporated in February 2026 - suggesting it operated under a different or informal structure for several years first. Founder CA Prateek Agarwal is also a practicing Chartered Accountant who separately runs ABC & Associates, a CA firm he established in Jaipur in 2017.

Corporate EntityFinexo Software Pvt Ltd

HeadquartersJaipur, Rajasthan

Founded2022 (product, per company); entity formally incorporated Feb 2026

Team SizeNot publicly found

Pricing & Plans

Commercial Plan₹800 – ₹1,500 / user / month

Verified Rate

Standard CA Seat: ₹800/user/month with annual commitment.
Full Practice Management Suite: ₹1,500/user/month including billing and client logs.

Pricing checked as of August 2026.

Starting From₹9,600/ year / user

Per user, per year (minimum 5 users)

Sources

Frequently Asked Questions

3 Answers

Q1How much does Finexo cost?

Standard CA Seat:** ₹800/user/month with annual commitment.
Full Practice Management Suite: ₹1,500/user/month including billing and client logs. Pricing verified August 2026 directly from https://finexo.in.

Q2Who is Finexo best suited for?

Fast-onboarding CA & CS workflow tracker with mobile attendance & client task logs..

Q3What is Finexo's Product Score based on?

55/100, derived from 10 weighted criteria scored against primary-source evidence - the vendor's own site, documentation, and live product walkthroughs. See our methodology for the full scoring rubric.

Last verified 2026-08-19 by Gagan C, Tax Practitioner. See our full scoring methodology.

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