CyberFreezeDevReceivables and overdue
Outstanding receivables per client, with the overdue part shown.
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Each client shows outstanding receivables and how much of it is overdue.
Many client books under one login, built for CA firms
Every client in one list with receivables, overdue, open queries and filing status.
One login, separate books
Each book keeps its own customers, bank accounts, GST and periods. Roles are set per book, and assistants see only granted books.
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Fint calls each set of accounts a book. One login can belong to several, and each book keeps its own customers, bank accounts, GST setting and periods. GST is per book and is never combined, which matters when a proprietor and their private limited company both sit in your practice.
Your role is set per book, so a junior can work on some clients and not others. When an AI assistant is connected, it sees only the books it was granted, not every client on the login.
The client list
The first screen a practice needs: who needs attention this month.
Open queries
How many of your questions the client has not answered yet.
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The number of questions you have raised that the client has not answered yet.
Filing status
Whether the period has been filed and locked.
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Whether the period has been filed and locked.
Review findings
Run review checks across every client to see which to open first.
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Optionally, the review checks run across every client at once, which is slower but answers which client to open first.
Review checks and queries
Checks before filing
Missing HSN codes, GSTIN problems, numbering gaps and duplicates, explained in client-ready words.
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Missing HSN codes, GSTIN problems, gaps in invoice numbering, suspected duplicates, uncategorised bank rows and billable expenses not yet invoiced. Each finding names the record and explains why it matters in words you can send to the client unedited. Checks that were skipped are reported as skipped, not as passed.
Queries on a specific record
Questions attach to the record they concern, and answering changes no figure.
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Ask about a missing GSTIN, an expense with no receipt or an invoice that looks duplicated. The query is attached to that record and written the way the client will read it, and answering it changes no figure.
Locked periods and an audit trail
Filed periods stay locked until a person reopens them, and the audit trail shows who did what.
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After filing, the period is locked. Nothing dated inside it can be added or changed until a person reopens it, and the audit trail shows who did what.
Where it saves a practice time
Fint puts the missing bills and unexplained bank lines in front of you per client, with each question tied to its record.
Read more about Where it saves a practice time
The work in a small practice is mostly chasing: the bill that never came, the bank line nobody explained. Fint puts those in front of you per client, ties each question to the record it is about, and lets the client's own staff or an AI agent draft records that you confirm. The TDS register and GST return summaries are then read from books that have already been reviewed. For firms that want their own tooling around this, see how we work with accounting and CA firms.
Questions
Can my clients log in to their own book?
Yes. Access is per book, so the client and the practice can both work in the same book with their own roles.
Can I change something in a filed period?
Only after a person reopens the period in Fint. Neither staff entries nor the AI agent can add to a locked period.
Is there a limit on the number of client books?
Tell us how many you look after when you request a demo and we will talk through your setup.
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