# Finexo PMS Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Finexo PMS Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more.

Source: https://www.capterra.com/p/10040860/Finexo-PMS

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# 

 Finexo PMS Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on May 4, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Finexo PMS

## What is Finexo PMS?

Finexo PMS is a practice management solution designed for chartered accountants and tax professionals to streamline daily operations and improve productivity. It centralizes client management, task tracking, GST, ITR, and MCA compliance work into one unified platform. With automated task management, firms can assign, track, and complete work efficiently while meeting deadlines. The software includes a complete client information system, allowing easy access to documents, communication history, and compliance data. Finexo PMS also offers GST tracking, bulk WhatsApp and email reminders, invoicing and billing, attendance and time tracking, and advanced reporting tools to monitor team performance and business growth. Its client portal and integrations, such as Google Drive help firms collaborate seamlessly and manage documents securely. Finexo PMS eliminates the need for multiple tools, including MS Excel and WhatsApp by bringing everything into a single organized system.

## What is Finexo PMS used for?

[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

₹5999

Per User, Per Year

Free trial  
available

Includes Free Version

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Do you work for Finexo PMS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://finexo.in/&name=Finexo PMS)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Finexo PMS

0.0

VS.

[4.7 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting Price

₹5999

Per User, Per Year

Starting Price

$800

Per User, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (3,594)

Value For Money

0.0 (0)

Value For Money

4.6 (3,004)

Customer Service

0.0 (0)

Customer Service

4.6 (2,901)

## Finexo PMS alternatives

Highest Rated

[4.8 (264)](https://www.capterra.com/p/186837/Financial-Cents/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.7 (206)](https://www.capterra.com/p/156181/Karbon/reviews/)

Starting price

$59.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.6 (82)](https://www.capterra.com/p/10009476/Basil/reviews/)

Starting price

$30.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.6 (163)](https://www.capterra.com/p/235606/TPS-Cloud-Axis/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

## FAQs about Finexo PMS

Overview

### What company size and specific industries is Finexo PMS built for?

Finexo PMS is designed for small to mid-sized accounting firms, Chartered Accountants, and tax professionals that manage GST, ITR, MCA compliance, client work, and internal team workflows. It is built for professional services organizations handling accounting and tax compliance operations.

Features and Usability

### What are the key features of Finexo PMS?

Finexo PMS offers project management and task management, with status tracking, progress tracking, and workflow management for organizing work. It also includes project time tracking, a timer, billing & invoicing, invoice management, expense tracking, client management, document management, reporting & statistics, and alerts/notifications.

Pricing

### How much does it cost and what fees or limitations are included?

Finexo PMS starts at ₹5999 per year per user for the Premium plan, which includes 10 users, 1,000 total clients, 250 GST clients, 5 GB space, and all features. Enterprise costs ₹9999, Ent - 750 For costs ₹15999, and Ent - 1000 costs ₹24999. A free trial is available.

Integrations

### Which third-party tools and platforms does Finexo PMS integrate with?

Finexo PMS integrates with Google Drive and WhatsApp. These integrations cover file storage and communication, giving the platform a simple set of connections for sharing documents and sending messages without leaving the system.

Getting Started and Support

### What training and onboarding options does Finexo PMS offer?

Finexo PMS provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, videos offer visual walkthroughs, and documentation gives written material for self-paced reference and feature review.

Getting Started and Support

### What customer support options does Finexo PMS offer?

Finexo PMS provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback is available about support experiences, so users should expect the listed channels without added insight on response times, helpfulness, or common frustrations.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Client Management

Manage contact details and communication with clients

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Finexo PMS 25 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Pre-designed layouts that can be customized to match preferences and requirements

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Manage, store and organize emails within the system or via third-party apps

Monitor and record expenses such as purchases or charges incurred

Software specialized for accountants and accounting firms

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Measure time to completion or hours worked for projects

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Measure and track time including hours worked and paid time off (PTO)

Create, design and manage workflows for repetitive tasks

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## Pricing

Free Trial

Premium

₹5,999

Per User,Per Year

It includes:

-   250 GST Clients
-   1000 Total Clients
-   10 Users
-   5 GB Space
-   All Features

Enterprise

₹9,999

Per User,Per Year

It includes:

-   500 GST Clients
-   5000 Total Clients
-   20 Users
-   5 GB Space
-   All Features

Ent - 750 For

₹15,999

Per User,Per Year

It includes:

-   750 GST Clients
-   5000 Total Clients
-   40 Users
-   10 GB Space
-   All Features

Ent - 1000

₹24,999

Per User,Per Year

It includes:

-   1000 GST Clients
-   5000 Total Clients
-   60 Users
-   20 GB Space
-   All Features

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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