For CAs & accounting firms
Your clients' books, kept by Finzi. You review and file.
Clients send bills by email or WhatsApp. Finzi proposes balanced entries with a confidence score. You approve across every company from one login, and the GST returns are drafted from what you approved.
Multi-company · Roles · Period locking · Audit trail · Hosted in Mumbai
How it works
From a client's bill to a filed return.
- 1Client sends the billBy email to the company's Books address, on WhatsApp, or by upload. No re-keying, no shoebox.
- 2Finzi proposes the entryVendor, GST treatment, ledger and a confidence score. Duplicates are flagged before they reach you.
- 3You reviewApprove, edit or reject from one login across every client. Nothing posts until you say so.
- 4You fileGSTR-1 and 3B drafted from the approved entries; GSTR-2B reconciled line by line. Lock the period when it is done.
Your companies · FY 2026-27
Meraki TradersGSTR-1 ready
Southline Exports2B · 2 to chase
Arka StudioSeptember locked
Nivara Foods6 bills to approve
14 entries proposed overnight across 4 companies
Built for the reviewer
The controls a firm needs.
Books is designed for people who sign off other people's numbers. Every client company carries the same controls.
Multi-company accessSwitch between every client company you look after from one login.
Owner, accountant and viewer rolesYour client owns the company; you work in it as accountant; staff can be given viewer access.
Period lockingLock a month or a year once it is reviewed and filed. Nothing moves afterwards.
Audit trailEvery proposal, approval and edit is kept, with who and when.
Deterministic tax mathsAI extracts and suggests; GST, TDS and posting are computed by code, the same way every time.
Hosted in MumbaiClient data stays in India, with every connection encrypted.
Why partner
Review more clients with the same team.
Finzi does the keyingYour team reviews entries instead of typing them. The confidence score tells you where to look first.
One queue for every clientBills, bank lines and returns across all your companies, from a single login — with roles your clients control.
Partner pricingEvaluate Books with your own firm's company first, then talk to us about partner pricing for your clients.
Book a demo
Tell us about your practice. We will call or WhatsApp within one working day.
Prefer WhatsApp?
Message us and we will reply during working hours.WhatsApp us
Talk to the founder
Try it on your own firm first
Set up your firm as a company and run a month of bills through Finzi. Free for the first 10 documents, no card.See plans →