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Attention Tax Professionals

2x your Tax Practice & Save 100 hours per month with Workflow Automation Engine

A comprehensive Automatic workflow system for CA/CS/CMA and Tax Professionals to build Client Relationship

Book 1:1 Appointment

What do you get?

Streamline Your Payments & Communication

Appointments

A simple process for your customers to book and appointment for the services you offer and send them timely reminders so they don't miss.

Pipelines

Create pipelines to track sales, your customers journey or any other process that you want to track and notif.

CRM

Track all the data you need about your leads and clients in one central database.

Workflows

Create unique workflows like automatic follow ups, nurture campaigns, internal notifications to increase efficiency.

Reputation Management

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Chat Support Widget

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Recurring Reminders

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Automate Payment Reminders

Send up to three reminders to customers before their payment due date to ensure timely payments.

Payment Confirmations

Automatically notify your customers when their payment is received, providing immediate assurance and reducing manual work.

Welcome emails & birthday wishes

Keep your customers happy by sending automatic welcome emails and personalized birthday wishes.

Team
Communication

Streamline your HR processes by sending automatic welcome and relieving emails to employees.

The Ultimate Solution for Timely Payments & Customer Retention!

Our platform seamlessly integrates with your Google Sheets, allowing you to automate email reminders, payment confirmations, and more. You can ensure that your customers are reminded about upcoming due payments, so you get paid on time—every time.

Payment reminder on invoice due date.
Follow up payments reminders after due date.
Welcome Message for new customers & employees.
Birthday wishes & employee relieving messages.
Payment receipt Acknowledgement

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Benefits you will get

by using our Business Workflow Automation

Ensure Timely Payments:

Reduce late payments with proactive and automated reminders.

Save Time & Reduce Stress:

Free up valuable time by automating follow-ups and confirmations.

Enhance Customer Relations:

Build stronger relationships with timely birthday wishes and welcome emails.

Improve Cash Flow:

Timely payments lead to better cash management and financial stability.

Streamline Employee Communication:

Ensure consistent and professional communication with automated emails for onboarding and offboarding.

Boost Efficiency:

Eliminate manual tracking and reduce administrative overhead.

Maintain Professionalism:

Ensure all communications are timely, polished, and consistent.

Increase Customer Retention:

Personalized and timely emails help foster customer loyalty and repeat business.

Reduce Administrative Overhead:

Automation simplifies your workflow, reducing the burden on your administrative staff.

Consistency & Reliability:

Provide a uniform and dependable communication experience to all clients and employees.

Transform Late Payments into On-Time Cash Flow with Our Automation

manage all your customer payments, track dues and outstanding amount from one dashboard!

Easily automate payment reminders, follow-ups and send via whatsApp and emails!

Send Payment confirmations, Birthday wishes and welcome messages automatically!

Why Choose Our Tool?

Save 100 hours per month

Complete Automation

From payment reminders to birthday wishes, our platform covers all your necessary communication needs.

Seamless Integration

Easily connect your Google Sheets to automate tasks without disrupting your current processes.

User-Friendly Interface

The simple, intuitive design makes it easy to set up and manage all your automated emails.

Easy Communication

Ensure your customers and employees receive timely and professional communication, every time.

Our Customer Stories

Customer success is our success!

"Our Cash Flow Has Never Been Better!"

"Thanks to this platform, our business no longer struggles with late payments. The automated reminders have made a huge difference, and our cash flow is more stable than ever. It’s a game-changer!"

Ravi Sharma

Tax Consultant

"Streamlined Communication, Happier Clients"

"We used to miss sending birthday wishes and welcome emails to our clients and staff. Now, everything is automated, and our clients have noticed the difference. It’s helped us build stronger relationships and improve customer retention."

Rahul Desai

Chartered Accountant

"Saved Us Time and Reduced Stress!"

"Managing follow-ups and payment confirmations was taking up too much time. Since switching to this platform, we’ve saved countless hours each week. The peace of mind knowing that our communications are consistent & timely is invaluable."

Vikram Singh

CA Final Student

Get Started With our Workflow Automation

Choose the perfect plan for yourself

Workflow Automation Engine

Premium Automation Package

₹74,500+GST /year

Help your leads or customers with chat widget on website
Unique feature ⚡: Send Email notification to your clients when process stage changed (3 custom workflows)
A complete CRM Dashboard to manage your leads
Unique feature ⚡: Send automatic payment reminders so that you receive the payments quickly
Automatic appointment booking section
Send Welcome Email to new customers
Send company profile or Brochure to customers as soon as the form is filled on your website
Unique feature ⚡: Send personalised birthday wishes to customers and employees
Unique feature ⚡: Send a feedback request email to customers after service completion and increase your Google Review Rating

Meet CA Deep Shah

Founder - Finbite

Welcome to Finbite! I'm Deep Shah, a Chartered Accountant from Vadodara, Gujarat, working in Account and Finance Department for a UK-based company. I'm passionate about technology and design, and I've seen firsthand the challenges faced by finance professionals. That's why I founded Finbite in November 2023.

Our mission is simple: to make life easier for professionals who provide services, by creating helpful tools. Finbite is all about smart solutions that save time and boost productivity. Whether it's designing easy-to-use apps or coming up with new ideas, we're here to make your job simpler. Join us on this journey to a more efficient future in finance!

Increase client satisfaction by 200%, Guaranteed.

Get Started with our Automation Tool Today!

Contact Us

✉️ hello@finbite.in

📞 +91 8200592630

Address

Haridham Complex, R V Desai Road, Vadodara, Gujarat, 390001.

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