About Finexo
What is Finexo?
Finexo is a suite of professional software tools for Indian tax professionals that combines practice management for CA firms, GST-compliant online accounting software, and professional websites for CA, CS and tax practitioners. Its practice management software is a complete solution designed for Chartered Accountants to manage clients, tasks and compliance efficiently, with automated WhatsApp reminders, document management, billing, invoicing and time tracking. Its online accounting product is built for Indian businesses to manage invoices, expenses, GST returns and financial reports. The third product gives practitioners a mobile-responsive website to showcase services and capture leads. Finexo says it is trusted by more than 5,000 professionals across India and shows a 5.0 Google rating from 87 CA firms and tax professionals, with reviewers praising its clean interface and task tracking.
Who is Finexo for?
Finexo is for Chartered Accountants, CA firms and tax practitioners in India who want practice management, plus optional accounting software for clients and a professional website for their own firm.
What type of software is Finexo?
Finexo is listed under Practice Management Software.
What are Finexo's core capabilities?
Finexo's practice management software provides task management, automated WhatsApp reminders to clients, a document management system, billing and invoicing, and time tracking with reporting, along with client tracking and a dashboard that gives partners visibility of pending and upcoming work such as TDS returns, ITR and advance tax deadlines. Its online accounting software lets Indian businesses manage invoices and expenses, prepare automated GST return filings and view financial reports and analytics. For practice growth, Finexo builds professional websites for CA, CS and tax practitioners with design templates, service showcase pages, a blog and content management system, contact forms with lead capture, and built-in SEO optimisation. Together these let a firm run its internal operations, serve clients who need bookkeeping, and market its services from one vendor.
- Premium full-suite practice management with structured billing
- Client interaction tracking and task hierarchy
Answers above are based on Finexo's website, read on 6 Oct 2026.
- Free trial
- Demo on Request
- Deployment
- Cloud SaaS
- Mobile app
- Web Responsive
- Platforms
- Web Browser
- Notice sync
- No
- DSC tracking
- Basic
- WhatsApp bot
- Optional
- Proposals & e-sign
- No
Who makes Finexo?
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.
What CAs are saying about Finexo
Finexo has no reviews on SoftwaresForCA yet.
Screenshots
Key features
- ✓Task Management
- ✓Billing Management
- ✓Accounting — Yes (Finnexo Books)
- ✓Expense — Yes (Finnexo Books)
- ✓Document Management
- ✓Multi-firm
- ✓Whatsapp Integration
- ✓Email Integration
- ✓Communication
- ✓Timesheet
- ✓Reports
- ✓Document Inward/Outward
- ✓Geo Location based Attendance
- ✓GST Return Tracker
- ✓IT Return Tracker
- ✓TDS Return Tracker
- ✓Client Portal — Yes via WhatsApp
- ✓Role-based permissions
- ✓Free Trial
- ✓Zero Implementation Fee — Yes (₹0)
Show 18 more items (not supported or not yet verified)
- ✕Client Grouping
- ✕Kanban Board
- ✕Tally Integration
- ✕Zoho Integration
- ✕Razorpay Integration
- ✕Lead & CRM
- ✕UDIN Tracking
- ✕Calendar
- ✕Live Activity
- ✕Notice Management
- ?Android
- ✕IOS
- ✕Agentic Workflows
- ✕Advanced Analytics
- ✕Sprint Planner
- ✕256 - Encryption
- ✕Proposal Management Software
- ✕Visitor Management
- Year of Launch
- 2024
- Client Management
- Tiered GST-client limits
Pricing
- ₹5,999 – ₹24,999 / year (flat annual fee per firm, not per user)
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.
From the vendor's published pricing as of 28 Sept 2026. Confirm current prices with the vendor.
Limitations to know
- No direct 2-way live sync with GSTN portal
- AI voice and audio transcription requires manual review