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Day 1 — the onboarding call
A free guided call in Hindi or English. Company details, GSTIN, bank accounts, authorised signatory, logo and stamp go in; a GSTIN lookup pre-fills legal name, address and constitution.
Switching, step by step
Switching is a Tuesday. Not a project.
The reason most businesses stay on software they have outgrown is not loyalty — it is the fear of the move. So here is exactly what the move looks like, before you commit to anything.
बदलना अब मुश्किल नहीं।
- No credit card required
- Onboarding in Hindi & English
- Your data stays in India
What actually has to move
Less than people expect. A migration is four things: your masters (items, prices, parties), your opening balances, your chart of accounts, and the confidence that the new numbers agree with the old ones.
Masters bulk-import from Excel or CSV with smart header mapping and per-row validation, so a messy export gets flagged line by line instead of silently importing half of it. The chart of accounts is already there — 48 accounts pre-configured for Indian businesses — and custom expense categories map onto the 18 standard expense heads. Opening balances and party ledgers are set up with you on a free onboarding call, in Hindi or English.
Historical documents mostly do not need to move at all. You keep your old records where they are for reference, start Finkitaabh from a clean cut-off date — the first of a month or a quarter — and run the two side by side for one cycle if you want the comfort of matching totals before you switch fully.
What the first week looks like
No consultants, no implementation fee, no six-week plan.
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Day 1 — masters imported
Items and pricing bulk-import from Excel or CSV with smart header mapping. Every row is validated, so bad data is reported rather than absorbed.
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Day 2 — opening balances
Party balances, bank opening balances and stock on hand are entered at your cut-off date, so the Trial Balance starts from a number you already agree with.
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Day 2 — people and roles
Staff logins created from the Users page on any of eight roles, and your CA gets their own login rather than your password.
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Day 3 — your first live invoice
Quick Bill from the counter, with numbering, place of supply and the tax split derived automatically. Most teams are billing on day one, not day thirty.
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Month 1 — the parallel run
Keep the old system open for one cycle if you want to. Match the GSTR-1 summary and the Trial Balance, then stop double-entering with a clear conscience.
What to bring to the onboarding call
Everything on this list is something you already have. Nothing needs to be prepared by a consultant.
- Your GSTIN — legal and trade name, address and constitution are pre-filled from it, and the state code is always derived from the GSTIN itself.
- An item list in Excel or CSV — any column order — the importer maps headers for you and validates each row before anything is written.
- Your party list — customers and suppliers with their GSTINs where you have them; parties can also be created inline from any document later.
- Opening balances at your cut-off date — party outstandings, bank balances and stock on hand. A month-start or quarter-start cut-off is easiest.
- Bank account details — name, account number and IFSC for each account, so statement imports can be linked and wrong-account uploads caught.
- Your logo, stamp and signature image — so the first invoice you raise already prints on your letterhead.
Frequently asked questions
Can I switch in the middle of a financial year?
Yes, and most businesses do. You pick a cut-off date — usually the first of a month or a quarter — enter opening balances as at that date, and run from there. Your earlier records stay where they are for reference.
Will I lose my history?
No, because it does not have to move. Historical documents remain in your old records; Finkitaabh starts from your opening balances, which is what the Trial Balance, P&L and Balance Sheet are built on going forward.
How long does it take before we are actually working in it?
Most teams raise their first live invoice on the same day as the onboarding call. The longer part is agreeing opening balances, which depends on how current your existing books are.
Is there a migration fee?
No. The onboarding call is free and guided, in Hindi or English, and bulk import is a built-in feature rather than a service. There is no implementation charge and no consultant to hire.
What if we get stuck after go-live?
The fastest route is WhatsApp — a real person replies, in Hindi or English. Inside the product there is also a getting-started checklist and a global quick-create menu for the things new users look for first.
Can we run both systems for a month to be sure?
Yes, and we recommend it if it helps you sleep. Match the GSTR-1 summary and the Trial Balance at the end of the cycle, then retire the old one.
Demo book कीजिए — बिल्कुल freeSee your business
See your business
running on Finkitaabh.
A 30-minute personalised walkthrough with our product specialist — in Hindi or English, whatever you're comfortable with. We'll set up a sample company that looks like your business.
- 30-minute live walkthrough
- हिंदी या English में
- No payment, no obligation