Finexo PMS vs Chartrd

Finexo PMS7.2Visit Chartrd7.1Visit

Higher score Finexo PMS #6 in CA Office Management Software 7.2/10 From ₹5,999/yr · 7-day trial ✓ 4 of 5 features Visit Finexo PMS

vs

Chartrd #7 in CA Office Management Software 7.1/10 Free plan · pricing on request · 30-day trial Free plan✓ 5 of 5 features Visit Chartrd

• Finexo PMS fits best

  Firms managing large client books and recurring compliance

• Chartrd fits best

  CA firms managing compliance and client workflows

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Side by side

Feature	Finexo PMS 7.2/10 Visit ↗	Chartrd 7.1/10 Visit ↗
At a glance
Editor score	7.2	7.1
Ranking	#6 in CA Office Management Software	#7 in CA Office Management Software
Best for	Firms managing large client books and recurring compliance	CA firms managing compliance and client workflows
Pricing model	Paid	Free plan + paid
Starting price	Not published	Not published
Free plan	—	✓ (best)
Free trial	—	—
Free trial length	7 days · no card needed	30 days · no card needed
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Support	Email, Phone, Docs	Email
Integrations	2 integrations	8 integrations
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business, Mid-market
Features Finexo PMS 4/5 · Chartrd 5/5
Task & deadline tracking	✓	✓
Document management	✓	✓
Client portal	✓	✓
Billing & invoicing	✓	✓
Mobile app	—	✓ (best)
Specs
Client limit	1000	Not published
Our review
Pros	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	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
Cons	Web-only access; no mobile app Premium is limited to 1,000 total clients and 250 GST clients Purchases are non-refundable	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
Our verdict	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 →	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 →

Strengths and trade-offs

• 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

• 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 PMS7.2/10 · From ₹5,999/yr · 7-day trial

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

  Visit Finexo PMSFull verdict →
• Chartrd7.1/10 · Free plan · pricing on request · 30-day trial

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

  Visit ChartrdFull verdict →