Chartrd vs Finexo PMS

Chartrd7.9Visit Finexo PMS7.9Visit

Chartrd #5 in CA Office Management Software 7.9/10 Free plan · pricing on request · 30-day trial Free planFree trial✓ 5 of 5 features Visit Chartrd

vs

Finexo PMS #8 in CA Office Management Software 7.9/10 7-day trial Free trial✓ 4 of 5 features Visit Finexo PMS

• Chartrd fits best

  CA firms managing compliance and client workflows

• Finexo PMS fits best

  Firms managing large client books and recurring compliance

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Side by side

Feature	Chartrd 7.9/10 Visit ↗	Finexo PMS 7.9/10 Visit ↗
At a glance
Editor score	7.9	7.9
Ranking	#5 in CA Office Management Software	#8 in CA Office Management Software
Best for	CA firms managing compliance and client workflows	Firms managing large client books and recurring compliance
Pricing model	Free plan + paid	Paid
Starting price	Free plan · pricing on request · 30-day trial	₹5,999/yr
Free plan	✓ (best)	—
Free trial	30 days	7 days
Free trial length	30 days · no card needed	7 days · no card needed
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Support	Email	Email, Phone, Docs
Integrations	8 integrations	2 integrations
Built for	Solo, Small business, Mid-market	Solo, Small business, Mid-market, Enterprise
Features Chartrd 5/5 · Finexo PMS 4/5
Task & deadline tracking	✓	✓
Document management	✓	✓
Client portal	✓	✓
Billing & invoicing	✓	✓
Mobile app	✓ (best)	—
Specs
Client limit	Not checked yet	1000
Our review
Pros	Tracks statutory deadlines, overdue work and filing task progress Client portal supports document uploads and filing-status tracking Native iOS and Android apps plus GST-compliant invoicing	Creates GST, ITR and TDS tasks from client details and compliance settings WhatsApp portal supports task updates, document exchange and invoices Annual plans include all features, with a 7-day no-card trial
Cons	Paid plans are contact-sales, so costs are not transparent upfront Email is the only listed support channel Feature breadth may exceed the needs of firms seeking a simple task tracker	Web-only access; no mobile app Premium is limited to 1,000 total clients and 250 GST clients Purchases are non-refundable
Our verdict	Chartrd brings compliance and client operations together for Indian chartered-accountant and MCA firms. Its workflow covers statutory deadline and overdue tracking, filing task assignment, document collection, client communications and… Read the review →	Finexo PMS brings client records, compliance workflows and firm operations into a cloud-based web product for Indian chartered accountants, company secretaries and tax practitioners. Its automatic GST, ITR and TDS task creation is aimed at… Read the review →

Strengths and trade-offs

• Chartrd — where it wins

  • Tracks statutory deadlines, overdue work and filing task progress
  • Client portal supports document uploads and filing-status tracking
  • Native iOS and Android apps plus GST-compliant invoicing

  Where it doesn't

  • Paid plans are contact-sales, so costs are not transparent upfront
  • Email is the only listed support channel
  • Feature breadth may exceed the needs of firms seeking a simple task tracker

• Finexo PMS — where it wins

  • Creates GST, ITR and TDS tasks from client details and compliance settings
  • WhatsApp portal supports task updates, document exchange and invoices
  • Annual plans include all features, with a 7-day no-card trial

  Where it doesn't

  • Web-only access; no mobile app
  • Premium is limited to 1,000 total clients and 250 GST clients
  • Purchases are non-refundable

• Chartrd7.9/10 · Free plan · pricing on request · 30-day trial

  A mobile-ready CA practice suite spanning compliance, client workflows and billing.

  Visit ChartrdFull verdict →
• Finexo PMS7.9/10 · 7-day trial

  Automates compliance tasks and client workflows, with annual pricing per firm.

  Visit Finexo PMSFull verdict →