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Finexo

Practice Management Software
Official Entity: Finexo • HQ: Jaipur, Rajasthan
53 / 100Verified CA Product ScoreProvisional · 37/38 checklist items sourced= 20 / 38 features supported|See Full Breakdown ↓
Verified Pricing
₹5,999 – ₹24,999 / year (flat annual fee per firm, not per user)
✓ 100% Primary-Source Verified
Executive Summary & Position:
  • Target Firm: Fast-onboarding CA & CS workflow tracker with mobile attendance & client task logs.
  • Deployment: Cloud SaaS (Web Browser)
  • Core Moat: Premium full-suite practice management with structured billing
Visit Official Website ↗Compare vs Rival Tools → Pricing Calculator

Feature Availability Matrix

Primary-source verified statutory capabilities for Finexo (20 of 38 features available).See sources ↓

20 / 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 & Intelligence3 / 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
✕ No

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

DeploymentCloud SaaS (Browser)
Supported OSWindows, Mac, Linux, iOS, Android
Target Practice SizeChartered Accountants & Tax Firms
Official Entity & OriginFinexo Software Pvt Ltd • Jaipur, Rajasthan
Official Websitehttps://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₹5,999 – ₹24,999 / year (flat annual fee per firm, not per user)
Verified Rate

Premium: ₹5,999/year - 10 users, 250 GST clients, 1,000 total clients, 5GB storage. Enterprise: ₹9,999/year - 20 users, 500 GST clients, 5,000 total clients, 5GB storage. Enterprise 750: ₹15,999/year - 40 users, 750 GST clients, 5,000 total clients, 10GB storage. Enterprise 1000: ₹24,999/year - 60 users, 1,000 GST clients, 5,000 total clients, 20GB storage. All prices exclude 18% GST. Every plan includes every feature; higher tiers only raise user/GST-client limits. No per-user charge and no published overage rate beyond the top tier.

Pricing checked as of 2026-09-28.

Starting From₹5,999/ year

Tiered annual plans (4 tiers)

TierAnnual Price
Premium₹5,999
Enterprise₹9,999
Enterprise 750₹15,999
Enterprise 1000₹24,999

Sources

Frequently Asked Questions

3 Answers
Q1How much does Finexo cost?
Premium: ₹5,999/year - 10 users, 250 GST clients, 1,000 total clients, 5GB storage. Enterprise: ₹9,999/year - 20 users, 500 GST clients, 5,000 total clients, 5GB storage. Enterprise 750: ₹15,999/year - 40 users, 750 GST clients, 5,000 total clients, 10GB storage. Enterprise 1000: ₹24,999/year - 60 users, 1,000 GST clients, 5,000 total clients, 20GB storage. All prices exclude 18% GST. Every plan includes every feature; higher tiers only raise user/GST-client limits. No per-user charge and no published overage rate beyond the top tier. Pricing verified 2026-09-28 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?
53/100, 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. (provisional - 37/38 checklist items sourced; unconfirmed items are counted as not supported until verified, so this score can only increase as we confirm more of the checklist).

Last verified 2026-09-13 by Gagan C, Tax Practitioner. See our full scoring methodology.

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