One console for every client book you run.
FinoPilo Flow tracks who owes you and who you owe. FinoPilo Report turns the numbers into reports your clients actually read. FinoPilo Task Plan keeps your team's work moving.
Know who owes you, and who you owe.
Flow is the AR/AP CRM built for firms who manage more than one set of books. Every invoice and bill shows its real status — Paid, Partial, Overdue — calculated from the amount, what's been paid, and the due date. Nobody has to remember to update a dropdown.
- Status that updates itself the moment a due date passes
- Record a payment once — it updates the invoice and the bank balance together
- Cash flow, sales, purchases, and both sides of AR/AP, per firm
- Role-based access, so a teammate only sees what they should
| Invoice | Customer | Balance | Status |
|---|---|---|---|
| INV-1042 | Sundram Textiles | ₹48,000 | Overdue |
| INV-1039 | Kailash Traders | ₹9,500 | Partial |
| INV-1051 | Meridian Apparel | ₹0 | Paid |
Reports your clients will actually open.
Report is a spreadsheet built around your firm's real numbers — pull straight from Flow, write the formulas your clients expect to see, and hand over a report that looks like the ones they're used to, not an export nobody opens.
- Live formulas over your Flow data, not a static export
- Report templates you build once and reuse every month
- Share a report with a client without handing them a login
Plan the work the way you plan the money.
Task Plan is a board for the work behind the books — client onboarding, collections follow-ups, month-end close. Boards, buckets, and cards you drag between them, plus a My Tasks list that pulls every assignment into one place. Built inside FinoPilo Flow, currently in development.
- As many boards as your firm needs, each with its own buckets
- Every task carries a due date, a priority, a checklist, and an owner
- My Tasks gathers what's assigned to you across every board
- Charts show what's overdue and who's carrying the load