NEWFinzi 2.0 — agentic close · multi-bill batch posting

Meet Finzi.
Your AI bookkeeper, fluent in GST.

Drop a bill, forward an email, sync your Amazon SP-API — Finzi reads it, applies the right CGST/SGST/IGST, and posts a balanced journal entry in seconds. You review. You close. The CA approves.

No credit card SOC 2-ready Hosted in Mumbai (ap-south-1)
app.finzbooks.com / ai-bills · vendor_invoice_2456.pdf
Source · Vendor bill
TAX INVOICE
BlueShift Logistics Pvt Ltd
29ABCDE1234F1Z5
Date: 12 May 2026 · Ref: BSL/26-27/0124
Courier — May freight₹ 14,500.00
Fuel surcharge₹ 870.00
Subtotal₹ 15,370.00
GST₹ 2,766.60
Total₹ 18,136.60
Finzi · Journal previewDraft
Reading the bill…
12s
Avg bill → posted journal
98.4%
First-pass extraction accuracy
₹14Cr+
Reconciled on Amazon SP-API last quarter
3×
Faster month-end close vs. Tally
Trusted by SMBs, sellers and CAs across India
What's inside

The accounting stack, finally written for India.

Six things every Indian SMB hits a wall on — and the part Finzi quietly does for you each one.

HOW IT WORKS

From "I'll do it tonight" to closed in four steps.

01

Connect your sources

Forward bills to a unique inbox, drag PDFs in, or plug in Amazon, GMail and your bank feed.

02

Finzi extracts & classifies

GSTIN, HSN, tax slab, vendor, line items, branch — extracted with confidence scores, never blind.

03

You review with one click

Side-by-side diff. Accept, edit the amount, or reassign the account. Keyboard-first.

04

Posts to the books, ready for GSTR

Balanced journals, FY-scoped series, audit trail. GSTR-1 / 2B / 3B pre-staged at month end.

AI BILLS

PDF in. Posted journal out. In about twelve seconds.

Finzi is trained on Indian tax invoices, e-invoices, debit notes, courier slips and Amazon settlements. Vendor, GSTIN, HSN, place-of-supply, FY-scoped tax — extracted with a confidence score on every field. You see what it found, accept or correct, and it learns.

  • Reads PDFs, photos, email attachments and forwarded threads
  • Auto-applies CGST/SGST vs IGST based on state convention
  • Confidence scores per field — never silently wrong
  • Batch mode: drop 50 bills, review the exceptions
Inbox · 6 bills · 1 needs review Finzi
Tata Power — Apr bill
GSTIN 27AABCT… · ₹ 12,488.00
99% conf Posted
BlueShift Logistics #0124
GSTIN 29ABCDE… · ₹ 18,136.60
97% conf Posted
AWS India invoice (Apr)
PAN-IN · ₹ 2,11,304.00
96% conf Posted
Vyom Stationers — handwritten
GSTIN ?? · ₹ 4,260.00
71% confReview
Zoho Mail — May
GSTIN 29AAACZ… · ₹ 1,180.00
99% conf Posted
GST COMPLIANCE

GSTR-1, 2B, 3B — pre-staged the moment you post.

Other tools generate returns at month-end. FinzBooks accrues them as you go. Every journal that touches tax updates the running GSTR-1 and 3B in real time, with a 2B reconciliation view that flags missing vendor invoices the day they're due.

  • FY-scoped tax rates — 17-18 vs 18-19 vs 25-26, all separate
  • CGST Rule 46 series per branch, per FY, lockable
  • Live IRP integration with retry queue, JSON download
  • E-Way Bill generation inline with the invoice
GSTR dashboard · FY 2026-27 · Q1On track
GSTR-1 (output)
₹ 48.2L
132 invoices · pre-staged
GSTR-2B (input)
₹ 11.8L
3 vendor bills missing
3B liability
₹ 6.55L
Due 20 Jul 2026
Tax liability — last 6 months+ 18.4%
₹ 6.55L this month
IRP status
132 IRNs issued
E-Way Bills
28 active
AMAZON · SP-API

The marketplace math, finally untangled.

Settlement reports are the part Tally never solved. FinzBooks pulls them straight from SP-API, splits product charges from commissions, closing fees, ad spend and TCS — and posts a journal you can show the CA without a 30-tab spreadsheet.

  • Two-way reconciliation: orders ↔ settlement ↔ payout
  • TCS @ 1% extracted into a GSTR-8 reconciliation queue
  • Returns, refunds and SAFE-T claims posted as reversals
  • Per-marketplace-fee category, customisable mapping
Settlement 41234909123 · 31 Mar – 14 AprAuto-split
Product charges
84 orders
₹ 1,82,400.00
Commission (Referral)
10% avg
− ₹ 18,240.00
Closing fee
84 × ₹12
− ₹ 1,008.00
TCS @ 1%
→ GSTR-8 queue
− ₹ 1,824.00
Refunds (SAFE-T)
2 claims
− ₹ 940.00
Net payout
Posted to Amazon Receivable
₹ 1,60,388.00
MULTI-ORG · FOR CAs

One dashboard. Forty client books. Zero panic at FY-end.

FinzBooks was designed by a CA, not a SaaS PM. Switch between client books with a keyboard shortcut. Lock a period the moment you've reviewed it. See exactly which books are missing a 2B reconciliation, and which are GSTR-1 ready.

  • Per-org permissions, per-staff scope
  • Period close with audit trail — who locked, when
  • Branch-scoped series & ledgers per CGST Rule 46
  • Bulk export — books, GSTRs, audit packs
Client dashboard · 8 of 42 visible
ClientFY 26-273B due
SaffronWeave Pvt LtdClosed
Anukart TradingPosting20 Jul
MahaForge IndustriesReview20 Jul
RasaCo. FoodsPosting20 Jul
North&Pine StudioBills missingOverdue
Verdyn HoldCoClosed
Showing 6 of 42Open dashboard
PRICING

Honest, India-priced plans.

14-day free trial on every paid plan. Cancel anytime. GST extra.

Starter
₹0forever
Try AI bills, one org, up to 50 documents a month.
Start free
  • 1 org · 1 user
  • 50 AI-extracted documents/mo
  • GSTR-1 / 3B view
  • Email support
Growth
₹3,199/ month, billed annually
Multi-branch groups, dedicated AI capacity.
Start trial
  • Everything in Business
  • Up to 5 branches · multi-series
  • Up to 15 users · role permissions
  • Period close + audit trail
  • API access · webhooks
  • Phone support
CA / Firm
Customtalk to us
Practitioners managing 10+ client books.
Talk to us
  • Unlimited clients & branches
  • Multi-org dashboard
  • Per-client billing rollups
  • White-label client portal
  • SLA + dedicated success
  • Onboarding migration help

Want every feature, line-by-line? See the full plan matrix →

FROM THE FIELD

What CAs and sellers say after thirty days.

We were closing books on the 12th. With Finzi doing bills, we close on the 3rd. Our CA stopped emailing the WhatsApp group at 11pm.
PI
Priya Iyer
Co-founder, SaffronWeave
I run 23 client books. The multi-org dashboard means I open my laptop on the 18th, knock out 3B, and I'm done by lunch. Tally couldn't do this.
RM
CA Rohan Mehta
Partner, Mehta & Associates
The Amazon settlement split was the reason we switched. Three CSV downloads became zero. The TCS is just there, in the right ledger.
VS
Vikram Singh
Founder, Anukart
QUESTIONS

The honest answers.

Is my financial data really stored in India?

Yes. We're hosted on AWS Mumbai (ap-south-1) — RDS, S3 and all backups stay in-region. Data never leaves India unless you explicitly export it. We're SOC 2-ready and can sign a data-processing agreement on request.

How is FinzBooks different from Zoho Books or TallyPrime?

Two big things. First, AI is native — most of your bookkeeping (bills, settlements, reconciliation) happens automatically rather than as a feature you remember to use. Second, we're FY-aware from the ground up: tax rates, series, and lockable periods are first-class concepts, not bolted on. There's an honest, feature-by-feature comparison in our Articles section.

Will it import my existing data from Tally / Zoho?

Yes. Tally → XML/Excel export and Zoho → API are both supported. Our onboarding team does this for you on Business and above. Most migrations finish inside two working days, books verified.

Does Finzi work for service businesses, not just sellers?

Absolutely. About 60% of our paid base are professional services and B2B SaaS. The AI handles bills the same way; the GST tooling covers reverse-charge and TDS on professional fees natively.

Can my CA log in to review the books?

Yes — invite them with a 'CA reviewer' role. They get read access plus the ability to lock periods. If they're already on FinzBooks for other clients, they see your books in their multi-org dashboard.

What happens if the AI gets a bill wrong?

Every extracted field carries a confidence score. Anything below 92% is flagged for review before posting — it never silently goes wrong. You can also bulk-correct similar mistakes and Finzi learns vendor-by-vendor.

READY WHEN YOU ARE

Stop running your books on a Saturday.

14-day free trial, no credit card. Migration from Tally or Zoho is on us.