Finexo PMS
Finexo PMS: Automates compliance tasks and client workflows, with annual pricing per firm. Ranked #8 of 18 in CA Office Management Software by our editors (7.9/10); pricing: 7-day trial; best for firms managing large client books and recurring compliance.
At a glance
- Editor score7.9 / 10
- Pricing7-day trial
- Best forFirms managing large client books and recurring compliance
- Free planNo
- Paid from₹5,999/yr
- Task & deadline trackingYes
- Facts checked24 Sep 2026
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
Our verdict on Finexo PMS
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 firms handling recurring deadlines across substantial client books. Teams can assign tasks, track status and receive deadline alerts, while clients can use a WhatsApp portal to view tasks and exchange documents. It also includes credential storage, invoicing and team administration tools.
Compliance workflow depth is the main reason to consider it. Tasks are generated using client registration details and compliance settings; the product also tracks filing verification and DSC expiry. Bulk reminders can go through WhatsApp, SMS and email. Document management and a WhatsApp client portal cover uploads, downloads, task status and invoices, while practice invoices link to work and support GST rules, PDF export and paid or cancelled status tracking. Team features include role-based access, attendance and leave management. Integration options named are WhatsApp and Finexo Books.
According to the vendor's pricing details, Premium costs ₹5,999 per firm per year and includes all features, with limits of 1,000 total clients and 250 GST clients. Enterprise is ₹9,999; Ent - 750 is ₹15,999; and Ent - 1000 is ₹24,999 per firm per year. The listed prices exclude 18% GST. A 7-day trial does not require a credit card, but purchases are non-refundable. The product is web-only and has no mobile app, so firms that need mobile access should look elsewhere. Finexo PMS fits practices seeking structured compliance and client communication workflows; it is less suitable for firms that prioritize mobile access or need terms beyond its stated client limits.
Your product? Our editors can test Finexo PMS in depth and publish a review, labelled as paid · from $149/mo →
Finexo PMS pricing
All 4 Finexo PMS plans and prices →
Finexo PMS fact sheet
| Free plan | No |
|---|---|
| Paid from | ₹5,999/yr |
| Client limit | 1000 |
| Task & deadline tracking | Yes |
| Document management | Yes |
| Client portal | Yes |
| Billing & invoicing | Yes |
| Mobile app | No |
| Free trial | 7 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | Email, Phone, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: WhatsApp, Finexo Books |
| Pricing | 7-day trial (source) |
| Website | finexo.in |
| Facts checked | 24 Sep 2026 |
Finexo PMS integrations
Finexo PMS lists 2 integrations on its own site.
- Finexo Books
Alternatives to Finexo PMS
- Zoho PracticeA free-to-start, web-based suite covering client work, documents, billing and workpapers.9.2
- TaxDomeA broad practice-management hub covering client work, documents, workflows, billing, and capacity.8.8
- KarbonKarbon connects accounting-firm workflows, client work and billing in one cloud platform.7.9
See all Finexo PMS alternatives →
Finexo PMS vs the competition
- Finexo PMS vs Zoho Practice
- Finexo PMS vs TaxDome
- Finexo PMS vs Karbon
- Finexo PMS vs Financial Cents
- Finexo PMS vs Chartrd
- Finexo PMS vs Canopy
Compare Finexo PMS with any tool side by side →
Used Finexo PMS? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Finexo PMS for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Finexo PMS is listed in our CA Office Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/finexo-pms/"><img src="https://www.itechguides.com/best/badge/finexo-pms.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update