Finexo PMS

Plans and prices

Every plan, in full

On the record

Automated compliance tasks

The software generates GST, ITR, and TDS tasks based on client compliance details.finexo.in · read 14 Nov 2026

Billing

The software can raise invoices from completed work.finexo.in · read 14 Nov 2026

Client credential storage

Client records and portal credentials are held in encrypted storage.finexo.in · read 14 Nov 2026

Client reminders

Bulk reminders can be sent over WhatsApp, SMS, and email.finexo.in · read 14 Nov 2026

DSC tracking

The product tracks DSC expiry and provides 30-day alerts.finexo.in · read 14 Nov 2026

Hosting and backups

Finexo says its products are hosted on AWS and data is backed up daily with redundant copies.finexo.in · read 14 Nov 2026

Integration

Google Drive can be connected to store client and task documents on the user's Drive.pmssupport.finexo.in · read 14 Nov 2026

Maker and founding

Finexo says it was founded in 2022 in Jaipur, Rajasthan.finexo.in · read 14 Nov 2026

Purpose and users

Finexo PMS is practice-management software for Indian CA, CS, and tax practices.finexo.in · read 14 Nov 2026

Security

Finexo describes 256-bit SSL/TLS encryption for data transmission and encryption at rest.finexo.in · read 14 Nov 2026

Support

The company lists Jaipur, Rajasthan, India, and [email protected] as its contact details.finexo.in · read 14 Nov 2026

What it does not do

Finexo PMS does not file returns or maintain books of account.finexo.in · read 14 Nov 2026

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