Find money, forecast cash, keep GST-ready books
ForFinX leads with the money you’re missing and the intelligence to act on it - on a foundation of proper bookkeeping, where these modules share one ledger - so a transaction, an invoice, a receipt and a tax estimate all reconcile against the same source of truth.
Money Finder
Reconciles your GSTR-2B against your books to surface unclaimed input tax credit, vendors who haven’t filed, and duplicate payments - in rupees, with the exact invoices. Deterministic; you review, nothing is claimed automatically.
Deduction intelligence
Scans every transaction against jurisdiction-specific tax rules and tells you what you’re missing before year-end - each suggestion cites a real statutory section. Read-only; nothing applied automatically.
Cash-flow forecast
A deterministic 30/60/90-day projection (up to a full year) from your history, recurring items and known bills - with what-if scenarios and confidence bands. Every figure computed, never invented.
Business Health Score
A single number that tells you how the business is really doing - liquidity, profitability, receivables and more - updated live as your books change.
Budgets + proactive alerts
Set budgets and let ForFinX watch the numbers - low-runway warnings, unusual spend-spike detection, and missed-credit nudges surface before they become problems.
Books assistant
Ask plain-English questions about your finances and upload documents to query them too. It answers strictly from your own organisation’s data - and can run the deterministic forecast on request.
WhatsApp - coming soon
Bill-photo capture and money alerts on WhatsApp are on the way. WhatsApp invoice delivery to your customers is available today.
Receipts + OCR matching
Snap or upload a receipt; the engine reads merchant, date and total and matches it to the right bank transaction - and for India, extracts GSTIN and CGST/SGST/IGST for Input Tax Credit.
Smart categorization
A three-stage engine - deterministic rules, your learned vendor history, then an intelligent fallback. It only ever suggests categories from your own chart of accounts, and sharpens as your history grows.
Invoicing, payments + delivery
Create and send invoices by email, copy-link or WhatsApp, auto-generate recurring invoices, chase unpaid ones automatically, and record online + offline payments with reconciliation.
Real-time reports
Live P&L, Balance Sheet and Cash-Flow statements, plus receivables/payables ageing with MSME exposure for India - all exportable to PDF, Excel and CSV, any time.
Taxes + GST compliance
Live tax estimates with a quarterly schedule for India and Singapore, GST return (GSTR) export, an eight-rule Input Tax Credit validator, and GSTR-2B reconciliation against the portal.
Bank sync
Provider-agnostic connectors for India (RBI Account Aggregator) and Singapore (licensed aggregator), configurable per deployment - or bring transactions in by CSV in seconds.
Accountant multi-client
Manage as many client organisations as you like from one login, each with its own role. Switch instantly, with membership verified on the server every time.
Snap a receipt. Claim the credit.
The engine reads merchant, date and total and matches the receipt to the right bank transaction. For India it also extracts GSTIN and CGST/SGST so your Input Tax Credit is captured - and that tax-ID extraction runs on a local model only.
- Automatic match to the underlying bank transaction
- GSTIN + CGST/SGST/IGST extraction for ITC
- Highly-sensitive tax IDs never leave your environment
A bookkeeper that works while you sleep
Autopilot runs on a schedule and does the routine work end to end, then emails you a short digest of what happened and what needs a look. Safe by default - when unsure, it flags for review instead of acting.
- Every action is configurable, on or off, per task
- Automated categorizations are suggestions you approve
- A complete, timestamped log of everything it did
2 items need your review · digest emailed at 7:00 AM
Money you’re entitled to, surfaced before year-end
ForFinX scans every transaction against jurisdiction-specific tax rules and tells you what you’re missing - before your accountant has to ask. Nothing is applied automatically.
Read-only
Never modifies a transaction or the tax estimate
Explicit click
Every item needs a deliberate action - no “apply all”
Cites the rule
Each suggestion names a real statutory section
Full audit trail
Every review action is logged with a timestamp
Every client’s books, under one login
Manage as many client organisations as you like from a single account, each with your own role and their most recent activity - switch instantly, without juggling passwords, and access is revoked the instant it’s removed.