Finocket for Consulting & coaching
Built for consulting & coaching
Estimates a client accepts online, retainers for companies that pay net of TDS, a USD client billed under LUT, and discovery calls that book themselves into the pipeline.
Already have a workspace? Sign in
- 6 day-to-day use cases written for consulting & coaching
- 27 modules on the Growth plan
- How we compare
Sample business: Deshpande Advisory - a demo consulting & coaching workspace in Pune, Maharashtra
A Pune consultant whose short payments and dollar invoices stopped hiding in the bank statement
Before: Company clients paying net of TDS, a Dubai client paying in dollars, and discovery calls arranged over WhatsApp.
With Finocket: Every receipt records the tax withheld, export invoices go out under LUT with no IGST, and a public booking link turns a call into a client and a deal.
What consulting & coaching businesses do in Finocket
A discovery call that booked itself
A booking from the public discovery-call page appears with its client and an open deal in Engagements.
Proposals with a next step
The Engagements board: Aranya Edutech at Proposal sent, Gulf Horizon in Negotiation, Kaveri phase 2 lost, each with its value.
Paid net of TDS, recorded in full
Sahyadri Agro, Kaveri Textiles, Pinnacle Logistics and Indus Health receipts at 10% withheld, each deduction on record for the CA.
A dollar invoice under LUT
Open a Gulf Horizon Trading invoice: billed in USD, export under LUT, no IGST charged.
The right SAC on every line
Raise a coaching session (SAC 999293) and an advisory day (SAC 998311) on one invoice.
The CA reads, never edits
Sign in as the CA: the quarter's pack is readable and nothing can be changed.
Every module included for consulting & coaching
- Fixed assets & depreciation
- Bank reconciliation
- Items catalog
- AI assistant
- Online store
- Consent & compliance
- CRM & deals
- Forms & lead capture
- GST & returns
- Income tracking
- Inventory & stock
- Investments & 80C
- Invoices & clients
- Loyalty programme
- Manufacturing
- Email & sequences
- Sales & purchase orders
- QR & tracking
- Projects
- Records
- Recurring rules
- Reports & books
- Retail till & shops
- Couriers & parcels
- TDS returns
- Time tracking
- Site visits
Turn any module on or off. See the Growth plan, or every module and plan.
Trades related to consulting & coaching
Ready to run your consulting & coaching business on Finocket?
Free for solo users until 31 Dec 2026 — no partner code needed. ₹99/month after that. No credit card. Your books stay yours.