Finexo PMS review
Automates compliance tasks and client workflows, with annual pricing per firm.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Finexo PMS pros and cons
- 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
Finexo PMS fact sheet, pricing and score →
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