FinnCA

Practice management for accounting firms, with client and employee portals.

FinnCA brings a Chartered Accountant firm's work into one dashboard. WhatsApp messages and emails land in a single inbox, where AI sorts them into categories such as tax, GST and audit and flags action items. Teams assign work on a Kanban board, manage clients and employees, and track finances. A document vault handles review and release, and clients use a PIN-protected portal where documents stay watermarked and locked until payment is made.

Key features

• Unified WhatsApp and email inbox with AI sorting
• Kanban task board for the team
• Document vault with an approval workflow
• PIN-protected client portal with payment-locked documents
• Online payments and an employee portal

Built with

• React
• TypeScript
• Vite
• Tailwind CSS
• Express
• Firebase
• Google Gemini
• Twilio
• Razorpay

Category: Productivity · Platform: Web · Status: Working product