Everything your firm needs to run clients, compliances, tasks, and billing — built into one affordable platform. Spend less time chasing paperwork, more time advising clients.
Big-firm features at small-firm prices. We built Finsavvy because every CA — from a solo practitioner in a Tier-3 town to a 30-person partnership in a metro — deserves software that just works.
Pay only for what you use. No surprise renewals, no per-feature add-ons. Starts at less than what you spend on chai for your team in a month.
Built for the way Indian CAs actually work. Excel imports, GSTIN-based onboarding, WhatsApp follow-ups — all the shortcuts you already use, just automated.
GST, TDS, ITR, ROC, Advance Tax, PF/ESI — every Indian filing baked in with the right due dates and the right format. Nothing falls through the cracks.
Side-by-side with the other practice management tools you may have considered.
| Feature | Finsavvy | Tool A | Tool B | Excel + WhatsApp |
|---|---|---|---|---|
| Starting price (per user / month) | ₹299 | ₹899 | ₹1,499 | Free |
| Indian compliance built-in (GST, TDS, ITR, ROC) | ✓ | ⚬ | ✓ | ✗ |
| Excel / GSTIN bulk import | ✓ | ✗ | ⚬ | ✗ |
| Built-in invoicing in ₹ with GST | ✓ | ✓ | ⚬ | ✗ |
| Automated WhatsApp reminders | ✓ | ✗ | ✗ | ✗ |
| Team attendance with geo-location | ✓ | ✗ | ✗ | ✗ |
| Role-based access control | ✓ | ✓ | ✓ | ✗ |
| Phone support in Hindi & English | ✓ | ⚬ | ✗ | ✗ |
| Free migration help | ✓ | ✗ | ⚬ | ✗ |
Finsavvy combines task management, client management, team management, and a compliance tracker into one office management software for CA firms and tax practitioners — so nothing falls through the cracks.
From task automation to invoicing — every feature your CA firm needs to run smoothly, all in one platform.
Kanban boards, due dates, priorities, assignees and progress tracking. Never lose sight of who's doing what.
Single source of truth for PAN, GSTIN, contact, assigned staff, services, and outstanding balances.
Personal task lists for every team member. Stay on top of the small follow-ups that matter.
Track receivables by client, by service, by staff. Know exactly who owes what and when it's coming in.
Create GST-compliant invoices in ₹ INR. Track payments, mark paid, and reconcile collections in seconds.
Schedule and send automated WhatsApp messages for pending documents, upcoming deadlines, and fee reminders.
Let your team check in from client sites with location verification. Built for hybrid CA firms.
A small shift in tooling, a giant shift in how your firm runs.
Every product we create is engineered with your success in mind.
End-to-end encryption, role-based access, audit logs, and compliant data storage on Indian servers.
Due dates, late-fee calculations and GST formats are checked against the latest CBIC and MCA notifications.
No bloat, no feature-spam. Every feature is one a working CA or tax practitioner actually asked for.
Monthly releases driven by your inputs. Direct line to the product team — no help-desk maze.
No demos required, no calls to schedule. Sign in and you're set.
Drag & drop your Excel sheet in 2 clicks. Or just paste GSTINs — we'll fetch the rest from the GSTN portal automatically.
Finsavvy auto-generates the right compliances (GST, TDS, ITR, ROC) for each client, assigns due dates, and notifies your team.
Monitor progress on the dashboard, file from inside the app, and raise GST invoices with one click. Get paid faster.
Sign in today, import your clients in minutes, and let Finsavvy handle the rest.
Mon–Sat, 10 AM – 7 PM IST. Or drop us a line and we'll respond within a business day.