Welcome to the Future of AI-Powered Financial Operations and Bookkeeping

Your partner in success for the AI-driven age, helping you streamline processes, gain insights, and stay ahead of the curve.

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AI-driven finance. Faster. Smarter. Simpler.

Your Trusted Virtual Guardian (V-Guard)

Our state-of-the-art AI-powered anomaly detection system, tailor-made for your industry, uses advanced AI to monitor for malpractices and irregularities on your behalf — reporting issues directly to you so you can act swiftly and confidently.

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Optimize Your Business and Cut Costs with AI — Today!

Every business hides untapped potential. Our advanced AI/ML solutions uncover inefficiencies you may not even know exist, then deliver clear, actionable steps to streamline operations and reduce costs. Smarter decisions, leaner processes, and measurable savings — all powered by AI.

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Innovative Solutions Like Calendar-Based Work Scheduling

Turn complexity into clarity. With features such as calendar-based work scheduling, you can now arrange invoices in a simple calendar view — making reference, planning, and tracking easier than ever.

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FinOpps is Available on All Your Devices

Work seamlessly wherever you are. FinOpps is accessible on Web, iPhone, Android, and even as a native Windows PC app — so your business insights are always within reach.

We’ll Help Perfect Your Business Model

Tools like QuickBooks and FreshBooks are great for bookkeeping — but what if your needs go further? If your business makes decisions every day, not just at tax time, you deserve insights that are timely, actionable, and built for growth.

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Sitar Palace, a prominent restaurant in the New York/New Jersey area, has observed significant enhancements in business operations since transitioning from FreshBooks to FinOpps.

38%

Better Customer Engagement

32%

Faster Payments

29%

Increase in Service Quality

What Assistance Do We Provide?

We go beyond simple support — taking co-ownership of your business operations to deliver solutions tailored to your unique needs. From data migration and training to ongoing support, we’ve got you covered. Count on us as your all-in-one fintech partner — a true one-stop shop.

Streamline Your Operations

FinOpps guides you through every step — from capturing orders to managing fulfillment and ensuring timely delivery — so your customers enjoy a seamless experience. While you focus on delivering outstanding products and services, we handle the complexities, helping you connect all the operational dots.

We Help You Save Time

Tired of spending hours searching, matching, and entering payment details for invoices? FinOpps lets you view all outstanding invoices and manage payments from a single page, streamlining the entire process and freeing you to focus on what matters most.

Align Sales Compensation, Drive More Revenue

FinOpps lets you assign a salesperson to each invoice, ensuring continuous customer engagement throughout fulfillment and payment. Track performance metrics to reward and motivate your sales team, boosting productivity and driving more revenue.

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Poor cash flow is a leading cause of small business failure

FinOpps helps you manage your cash flow effectively, keeping your finances smooth, predictable, and stress-free so your business can thrive.

Features

Introducing the groundbreaking features of FinOpps – a powerful and versatile solution designed to elevate your workflow to new heights. Welcome to a new era of streamlined operations and unparalleled efficiency with our cutting-edge financial operations features.

Invoicing & Payments

  • State of the Art, Personalizable Invoicing
  • Invoice organized in Calendar
  • Checks Customer's Pending Payments during Invoice Creation
  • Share invoice with customers who can access with one click
  • Protect the Invoice for controlled access to the invoice
  • Quick Duplicate Invoice for the same customer
  • Duplicate Invoice for another customer
  • Customer can sign the invoice estimate
  • Generate PDF Invoice
  • Print Invoice in Receipt Format
  • Generate PDF Invoice with QR Code, Signature and Watermark
  • Generate PDF Invoice Work Order without Price
  • Share Invoice with customers via Email, SMS, WhatsApp
  • Add payment (Venmo, Zelle) QR Codes to Invoice
  • Add Invoices to Google Calendar
  • Invoice fields personalized for your business
  • Automatic Borchure like Invoice Proposal based on the Invoice
  • Automatic Email/SMS reminders for payments and estimates
  • Log all invocie activities
  • Invoice Profitabilty recommendations
  • Option on Discount Strategy - Pretax and Posttax
  • Option on Tax Strategy - Inclusive and Exclusive
  • Invoice attachments for documents, images, etc.
  • Automatic Inventory updates based on Invoice changes
  • Protect the Invocie details from other users in the system
  • Add Tax Exempt Certificate to Invoice
  • List Invoices in Customer Profile
  • Bulk Invoice Payments for multiple invoices
  • Intelligent and Actionable Dashboard to track Invoice Metrics
  • Tag Sales Person in Invoice for Support and Payments
  • QR Code based Delivery
  • Batch Invoice Print based on Event Date or other criterias
  • Customer Management and import from phone contacts
  • Customer Profiling
  • Purchasing & Inventory

  • Vendor Management
  • Purchase Order (PO) To Bill Conversion
  • PO Lifecycle Management
  • Shipment Reminders
  • Vendor View of PO
  • Bill Payments
  • Partial Bill Processing
  • PDF PO and Bill Generation
  • Duplicate PO and Bill
  • PO and Bill Attachments
  • PO and Bill History
  • PO and Bill Status Tracking
  • PO and Bill Activity Log
  • Automatic Inventory Updates based on PO and Bill
  • Inventory Management
  • Inventory Tracking
  • Inventory Valuation
  • Inventory Reorder Alerts
  • Inventory Reporting
  • Inventory Costing
  • Inventory Adjustments
  • Inventory Transfers
  • Inventory Audit Trail
  • Inventory Import/Export
  • Inventory Stocktaking
  • Inventory Stock Valuation
  • Inventory Stock Movement
  • Inventory Stock Aging
  • Inventory Stock Reconciliation
  • Inventory Stock Count
  • Inventory Stock Report
  • Inventory Stock Analysis
  • Inventory Stock Forecasting
  • Inventory Stock Optimization
  • HR, Time & Payroll

  • Employee Management
  • Job Titles and Descriptions
  • Organization Management
  • Payroll Description
  • Employee Tax Management
  • Employee Benefits Management
  • Time Tracking
  • Easy Time and Payment Entry
  • Weekly Time Tracking
  • Payroll Elements of Amount, Hours etc.
  • Manual Payroll Element Entries
  • Payroll Processing
  • Weekly, Biweekly, Monthly Payroll
  • Payslip Generation
  • PDF Payslip Generation
  • Easy Payslip view from Payroll History
  • Send Payslip via Email, SMS, WhatsApp
  • Payroll Payments
  • Payroll Reports
  • Payroll History
  • Payroll Activity Log
  • Payroll Status Tracking
  • Employee Onboarding
  • Employee Offboarding
  • Customer Testimonials

    Businesses that transitioned to FinOpps experienced advantages compared to their previous off-the-shelf solutions.

    Anup George

    Choosing FinOpps has been a game-changer for our food business. This all-in-one solution handles everything from order taking to kitchen management to book keeping and to customer interactions with ease. The user-friendly interface and innovative features have streamlined our operations, allowing us to focus more on delivering exceptional culinary experiences. FinOpps is the key ingredient for success in the modern food industry.

    Anup George

    Owner, Sitar Palace, NY

    SJ George

    FinOpps has revolutionized our business operations. This platform has simplified our invoicing process, making it easy to create and send professional invoices in no time. The user-friendly interface and automation features have saved us countless hours, allowing us to focus on growing our business. Highly recommended for anyone seeking an efficient invoicing solution!

    SJ George

    CEO, DailyFresh, NJ

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    Contact Us

    Access to FinOpps is exclusive and by invitation only. Whether you are uncertain or confident about how FinOpps can benefit your business, feel free to contact us via phone or email.