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FINROC

Dashbaord

  • Intuitive and informative dashboard for CA and users.
  • Provides a comprehensive and progressive overview of company compliance.
  • Helps track pending, completed, and overdue compliance tasks in real time.
  • Provides user-specific access and permissions based on role and responsibilities
  • Provides user-specific access and permissions based on role and responsibilities
  • Supports informed decision-making with data-driven insights.
  • Monitors uploaded legal and financial documents (e.g., MOA, PAN, GST returns).
  • Alerts users to missing or expired documents needing renewal or re-upload.
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Masters

  • Autofill Company, charges, and Director details from MCA instantly.
  • PAN-based autofill for Shareholders, capturing Professional details (CA/CS/COA)
  • Secure storage for company, director, shareholder, and professional documents..
  • Provides a comprehensive and progressive overview of company compliance.

Compliance Calender

  • Control compliance, accounting, tax, and other events effortlessly.
  • Efficient task creation for the entire financial year.
  • Standard templates for easy and quick task creation.
  • Informative views with options for editing, viewing, and status changes.
  • Customizable task creation based on company requirements.
  • Calendar and table views with reminders for upcoming events.
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Annual Details

Meetings:

  • Effortlessly create Board meetings, AGM, and EGM as per Companies Act guidelines.
  • Rapid generation of required documents (Notice, Acknowledgements, Agenda, Attendance register, leave absence, Draft minutes, etc.).
  • Customize agenda using pre-defined templates and online text editor.
  • Download PDF and Word documents with customizable formatting.

    • Reports:

  • Create annual reports (Board report, AOC-1, AOC-2, Auditor’s Reports, lists of Shareholders and Directors) using pre-defined content.
  • Swiftly view, edit, and download reports in PDF and Word formats.
  • Customize documents using an online text editor and formatting options.

Team Chat

  • Standard chat system for fast collaboration between users and clients on organisation level
  • Enables instant communication between team members and clients.
  • Reduces delays in decision-making and task execution.
  • Supports private one-on-one conversations.
  • Users can share documents, PDFs, images, or spreadsheets directly in the chat.
  • Maintains confidentiality and data integrity during sensitive discussions.
  • Ensures users stay connected and responsive from anywhere.
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User management

  • First compliance software providing customized access control at Admin, User, Client, Company, and Tab levels.
  • Admins have the authority to grant specific access to users and clients for each company, ensuring precise control over progress.
  • Intuitive dashboard offers admins an optimal view of ongoing activities, simplifying decision-making and enhancing administrative efficiency.
  • Seamless collaboration facilitated by our cloud-based application, ensuring efficient communication and information sharing.

SUPPORT SYSTEM

  • Centralized ticket management system for tracking technical issues and client requests.
  • Easy ticket creation for users to raise problems with clear descriptions.
  • Automatic ticket ID generation for better tracking and reference.
  • Priority and status levels (New, In Progress, Resolved, Closed) for efficient issue handling.
  • Role-based access control ensuring the right team members handle the right tickets.
  • Attachment support for screenshots, logs, or error files to speed up troubleshooting.
  • Notifications and alerts to keep users updated on ticket progress in real-time.
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Register Details

  • Maintain all required statutory registers with precision (MGT-1, MGT-2, MGT-3, Register of Directors & KMP, BEN-3, SH-2, SH-3, SH-6, SH-10, Register of Deposits, CHG-7, MBP-2, MBP-3, MBP-4, Postal Ballot Register and other related compliance registers)
  • Generate official forms and compliance documents
  • Download everything in Excel (.xlsx) and PDF (.pdf) for review, filing, or audit
  • Customize templates and capture data digitally

Complainces

  • Automatically generate required statutory compliance documents and forms *(INC-22, INC-20A, MSME Return, DPT-3)
  • Edit form content in-app before download or filing
  • Auto-fill form fields using register data you’ve already entered
  • Download completed forms in Word (.docx) and PDF (.pdf) formats
  • Easily upload directly to the MCA portal (MCA V3) for submission
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Templates & Letter Head Configuartion

  • Configure company letterheads with logo, address, CIN, and branding so every generated document follows your official format
  • Use pre-built master templates for Board Meetings, AGM, EGM, Board Reports, Auditor Reports, Notices, Minutes, and other corporate documents
  • Customize templates easily by adding your own content, clauses, or formatting to match your firm’s standards or client requirements
  • Edit master template content anytime to adapt to regulatory updates, internal policies, or specific meeting requirements
  • Generate documents instantly with auto-applied templates and letterheads, then download them in Word (.docx) or PDF (.pdf) formats for compliance, sharing, or record keeping
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