Question 1

How does pricing work?

Accepted Answer

A permanent Free plan (1 team member, capped usage), plus three paid plans: Ignite, Momentum and Summit, priced by how many team members you need (3/10/30 seats). Every paid plan gets the full product: CRM, WhatsApp inbox, social scheduling, invoicing and payroll. Momentum and Summit add the Client Portal, where your own clients can log in and track their project.

Question 2

What happens after the free trial?

Accepted Answer

You get 14 days on the full product, no card required. After that, continue on the Free plan or pick a paid plan that fits your team size, starting at ₹799/month (or ₹7,990/year). Cancel anytime.

Question 3

What does the Free plan include?

Accepted Answer

The same modules as every paid plan, CRM, GST invoicing, WhatsApp, payroll, automation, just at low usage caps (for example, up to 5 invoices a month and 1 team member), plus a small FINTY watermark on invoice and quotation PDFs. No credit card required, and no time limit.

Question 4

What can Claude actually do with my Google Ads account?

Accepted Answer

Ask it about campaign performance, keywords and spend in plain English, or have it build a new Search campaign for you to review. It's always created paused, so nothing goes live until you turn it on yourself.

Question 5

Is it safe to connect Claude to my Google Ads account?

Accepted Answer

Yes. You approve access the same way you would for any Google Ads tool, and anything Claude builds starts paused. It can't enable a campaign, change a budget, or spend money without you reviewing and approving that specific change first.

Question 6

Can I bring my own WhatsApp number?

Accepted Answer

Yes. FINTY connects to the official Meta WhatsApp Business Cloud API, not a third-party gateway. You create your own Meta App, WABA and phone number, then paste the WABA ID, Phone Number ID, access token and App Secret into Settings. You keep full ownership of the number; FINTY never takes it over.

Question 7

Do I need a separate tool for payroll or HR?

Accepted Answer

No. Employee directory, payroll runs and payslips are part of the single FINTY plan.

Question 8

Are FINTY invoices GST-compliant?

Accepted Answer

Yes. Invoices carry GSTIN, tax breakdown and the fields GST filing expects, and you can raise a Proforma first and convert it to a Tax Invoice once it's paid.

Question 9

Can my clients see their own project or lead status?

Accepted Answer

On Momentum and Summit, yes. The Client Portal lets you invite a client to log in and see just their own lead, with no access to the rest of your workspace.

Question 10

Can I give my team different levels of access?

Accepted Answer

Yes. Founder, sales, finance and social roles each see only what's relevant to their job, set up from Roles & Access.

Question 11

Can I cancel my subscription anytime?

Accepted Answer

Yes, from Settings > Billing, with one click. You keep access until the end of the period you've already paid for, no lock-in contract.

Question 12

Is my business data secure and mine to keep?

Accepted Answer

Yes. Your data belongs to you, not FINTY. See our Privacy Policy for exactly what's collected and why.

Question 13

What is the Custom plan?

Accepted Answer

For firms that need more than Summit gives you: everything in Summit, unlimited team members, and priority support with onboarding. It's priced per business rather than off a public price list, so get in touch and we'll work it out with you.

Question 14

Can I switch plans later?

Accepted Answer

Yes, from Settings > Billing. Moving between Ignite, Momentum and Summit takes effect immediately and the difference is prorated against what you've already paid. Depending on how you pay, some UPI Autopay mandates can't be changed in place. If that happens we'll tell you at the time, and you can switch when the current period ends.

Question 15

What happens if a payment fails?

Accepted Answer

Nothing breaks straight away. Your payment provider retries on its own schedule, and you keep full access for 7 days while that plays out (the same grace period applies if you cancel or if your trial runs out). If the retry succeeds, the countdown simply stops.

Question 16

Can I send WhatsApp messages to a lot of leads at once?

Accepted Answer

Yes. Build a campaign from a pipeline stage (say, everyone marked "Interested") or upload a CSV contact list, pick a Meta-approved template, and FINTY sends it out at a steady pace so your number's quality rating stays healthy. You can watch progress live and cancel mid-send.

Question 17

Where do my leads come from? Do I have to add them by hand?

Accepted Answer

Only if you want to. Leads arrive automatically from your website form, WhatsApp messages, Facebook and Instagram DMs, and Facebook Lead Ads, each tagged with its source. You can also import a CSV, or add one manually.

Question 18

Can I import my existing leads and employees?

Accepted Answer

Yes. Both import from CSV. Lead imports skip duplicates automatically by phone and email, so re-uploading an updated sheet won't create a second copy of anyone.

Question 19

Can I get my data back out?

Accepted Answer

Yes. Employees, payroll registers, expense reports and the invoice ageing report all export to CSV, and every invoice, quotation, proposal and payslip downloads as a PDF.

Question 20

Can FINTY handle invoices that repeat every month?

Accepted Answer

Yes. Set an invoice to repeat weekly, monthly, quarterly or yearly and FINTY raises it for you on schedule, properly numbered, without anyone logging in.

Question 21

Does FINTY do quotations and proposals too?

Accepted Answer

Yes. Send a quotation or a proposal, then convert an accepted one into an invoice rather than retyping it. Credit notes and part-payments against an invoice are handled as well.

Question 22

Can I track what my business spends, not just what it earns?

Accepted Answer

Yes. Record vendor bills and expenses with GST and TDS, route them through an approval step before they can be paid, and set up recurring bills for things like rent. Expense reports export to CSV.

Question 23

Can my team see their own payslips and leave?

Accepted Answer

Yes. Employees you've given access to sign in and see just their own payslips and leave, not the whole workspace. Attendance, leave balances and payroll runs are all built in, and payslips can be sent straight to an employee on WhatsApp.

Frequently Asked Questions