FinCore is a multi-tenant B2B SaaS platform solving the critical pain point of fragmented, manual financial and compliance operations for Indian SMEs, startups, and mid-market companies. We connect businesses with qualified Chartered Accountants (CAs), eliminate manual workflows, and ensure regulatory compliance all through a single intelligent platform.
Features
- Client Management — Onboarding, document vault, risk profiles, contacts, important dates, and a self-service client portal
- GST, Income Tax & Compliance Tracking — QRMP calendar, 206AB TDS checks, IMS tracker, filing deadlines & reminders
- Billing & Invoicing — Invoices, payments, credit notes, write-offs, time entries, and payment reminders
- Accounting — Tally-style bookkeeping, bank statement reconciliation, TDS challans, CMA reports
- Multi-Tenant & Multi-Branch — Company-level data isolation with branch-wise access control
- Role-Based Access Control — Admin, Manager, Operations, and Executive roles with full audit trails
- Compliance Calendar — Never miss a statutory deadline across GST, IT, EPF/ESIC, ROC, and NGO filings
- Client Portal — Secure credential sharing, document exchange, and partner reviews
- DPDP-Ready — Built-in consent tracking for India's Data Protection framework
- Notifications — In-app and email alerts for filings, payments, and approvals
- Reports & Dashboards — Real-time visibility into practice performance and service delivery
- Marketplace — Discover and manage partner/vendor integrations