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Fingaon

Financial services, without the follow-up chaos

Find the right professional.
Keep the work moving.

I’m here to…

Discover finance professionals, request services, share documents, approve quotes, and track progress and payments — all from one connected place.

Find a ProfessionalExplore Services
  • Encrypted transfers
  • Role-based access
  • Client-visible audit trail
hub.fingaon.com/dashboard

Dashboard

Welcome back, Rahul

H

Active Requests

4

In motion

Your Advisors

3

Connected firms

Documents Ready

8/10

2 pending upload

Pending Actions

2

Needs your input

Service Movement

Track all

GST Filing — Q4

Whitefield & Co.

In progress

ITR Filing

Awaiting your docs

Docs pending

MSME Registration

Delivered

Completed

One platform. Three ways to use it.

Verified professionals

Identity & credentials checked

Clear quotes

Know costs before work begins

Connected documents

Visible progress & tracking

Find

Marketplace — Discover finance professionals and services. Search by need, compare verified firms, and start with clear expectations.

Deliver

Practice Workspace — Run requests, documents, billing, and client work. Manage your practice from one connected queue.

Brand

Client Workspace — Give every client a professional experience under your firm's identity. Fingaon powers the workflow behind your brand.

Shared infrastructure

Financial services, running on common rails

Fingaon is built like public infrastructure: instead of every firm stitching together its own tools, discovery, engagement, documents, payments, communication, and compliance run on one shared layer that clients, professionals, and firms all plug into.

Businesses

Find & manage services

Professionals

Deliver & get paid

Firms

Run a branded practice

Rail 01

Discovery

A verified marketplace where clients find services and firms by need, category, and credentials.

Rail 02

Engagement

Requests, quotes, and approvals move through one structured lifecycle instead of scattered chats.

Rail 03

Documents

Checklists, uploads, and readiness stay attached to the client, service, and engagement.

Rail 04

Payments

Quotes, milestone billing, invoices, and settlement records connect to the work they belong to.

Rail 05

Communication

Messages, meetings, and notifications carry the context of the engagement they relate to.

Rail 06

Compliance

Deadlines, filings, and audit trails give both sides a shared, verifiable record.

Open by design — clients keep their records, firms keep their brand, and everyone works on the same trusted rails instead of five disconnected tools.

Guided marketplace

A guided way to find the right finance service

Fingaon is designed for large service and firm catalogs. Users do not scroll through endless listings; they narrow by service need, category, location, verification signals, price range, and fit before moving into quotation.

Discovery controls

1Search by need
2Filter by category
3Compare verified firms
4Shortlist before quote
Browse ServicesBrowse Firms
Search GST filing, ITR, bookkeeping...
CategoryVerified only

Service scopes

Browse all

Firm options

Browse all

Match intent

Service need and category narrow the catalog first.

Compare fit

Firm profile, verification, location, and service coverage guide selection.

Start quote

The selected path moves into quotation before document collection.

Operating layer

From discovery to completion, every step has a place

Fingaon turns finance services into a visible lifecycle, so clients understand progress and firms can run delivery with fewer scattered calls, chats, and follow-ups.

01

Client Request

02

Quotation

03

Document Collection

04

Milestones

05

Execution

06

Invoice

07

Completion

Transparent service delivery

Clients can see scope, quote status, milestone movement, payment state, and next action without follow-up noise.

Operational discipline for firms

Every request follows a clear lifecycle across intake, quotation, document collection, execution, billing, and closure.

Client-visible trust trail

Approvals, uploads, status changes, and commercial actions stay attached to a request-level record.

Commercial clarity

Quotes, milestone payments, invoices, collections, and balances stay visible for both professional and client.

Your client experience. Your brand.

Your client experience. Your brand.

Fingaon powers the workflow behind your firm's experience. Give clients a workspace they recognise as yours while Fingaon handles structure and tracking.

Your firm

yourfirm.com

Client Workspace

Your brand, our infrastructure

Full workflow

Requests to payments

Client Hub

Client
Requests & quotes
Documents
Payments
Meetings

Firm Workspace

Firm
Clients
Services
Engagements
Billing
Build Your PracticeSee how it works

The feeling of the work

From chase to calm — in four beats

Fingaon is built for the emotional problem behind finance delivery: uncertainty. Watch how scattered follow-ups become a shared, visible lifecycle.

Any update on ITR?Form 16 still missing

Clients chase status. Firms chase documents. Quotes live in one thread, files in another, and nobody shares the same picture of what is next.

Scattered WhatsApp threadsDocuments lost in email“Any update?” follow-ups
See the full lifecycle

Trust & security

Financial services need evidence, not promises

Trust can't be a paragraph. It's visible in verified identities, clear scope, connected payments, and a complete audit trail — on infrastructure built for Indian finance.

Built for

Service Partner FirmsCA & CS FirmsTax ConsultantsAccounting TeamsMSMEsStartups

Covers

GSTITRROCBookkeepingPayrollAudit

Verified identity

Business and professional information checked before marketplace participation.

Clear scope

Know what service you're requesting before work begins.

Structured payments

Quotes, invoices and payments stay connected to the engagement.

Complete history

Documents, approvals and status changes stay attached to the work.

Security & compliance

Your financial documents deserve a clear trail

Who uploaded it? When? For which service? Who can access it? What changed? What was approved? What was paid?

Encrypted transfers

Documents and data move over encrypted (TLS) connections between every client, firm, and service.

Role-based access

Granular permissions control who sees what across your firm and client accounts.

Full audit trail

Every action — approval, upload, status change — is logged and timestamped.

PCI-DSS compliant payments

Payments are processed through Razorpay on PCI-DSS compliant infrastructure.

Data portability

Your data stays yours. Export or migrate at any time, with full visibility.

Compliance-first architecture

Designed to support the regulatory and operational compliance requirements of Indian finance firms and their clients.

Coming soon

Fingaon on Android and iOS

Approve a quote from the shop floor, upload a document with your camera, and see where every request stands — the same rails, in your pocket. Apps land later this year for both clients and firms.

  • Approve quotes and pay in two taps
  • Photograph a document straight into the checklist
  • Push alerts when a filing deadline nears
  • Same audit trail, same status, same rails
Coming soon toApp StoreComing soon toGoogle Play

One email at launch. Nothing else.

9:41My requests2 need your attentionFilterGSTGST Filing — Q4Whitefield & Co. · due in 3d60%ITRITR FilingForm 16 needed from youUpload neededMSMEMSME RegistrationCertificate deliveredCompletedHomeBrowseDocsYou9:41WORKSPACEApprove quoteQTE-2026-0088Payroll setupSunrise Foods · valid till 20 JanProfessional fee₹35,593GST @ 18%₹6,407TOTAL₹42,000Approve ₹42,000Ask a questionRecorded on the shared audit trail

Works with

💬WhatsApp
📹Google Meet
💳Razorpay
✉️Email
📅Calendar

Bring your financial work together

One connected place to get the work done

Whether you’re looking for financial services or building a practice, Fingaon gives every request a clear lifecycle, every client a transparent view, and every firm a branded space to deliver with confidence.

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