Finpist
Personal finance for India. Built for the 300M+ working population.
AI-powered financial intelligence for individuals and businesses. Connects you to ICAI-verified Chartered Accountants in one click — your data transfers automatically, no re-explaining, no document chase.
300M+
Working Population
₹4.2Cr+
Savings Identified*
340+
Verified CA Firms*
India
Built for · Tax · Currency · Calendar
* Pilot phase targets — figures will update as Finpist enters public beta.
Live preview
The platform — building now.
Real screens from the Finpist app in active development — the hero, the CA marketplace, and the mobile view. Public beta rolling out in phases.
The Problem
Indian financial advice is fragmented across a dozen tools. One app for tax. Another for investments. A WhatsApp group for the CA. An Excel sheet for the household budget. None of them talk to each other. So insurance gaps go unnoticed, idle cash sits in savings accounts earning 3%, and tax planning happens in March — after the year is already over.
What Finpist Does
Finpist looks at investments, insurance, loans, tax, and goals as one connected picture. AI surfaces the highest-impact action ("you have ₹2.1L in savings earning 3% — shift to a liquid fund and tax-save"). And when you need a human, you connect to an ICAI-verified CA in one click — your financial picture transfers with you. They see what they need. You see exactly what they're doing.
For Individuals
Your complete financial life, in one workspace.
Tax planning that explains itself
Not just a calculator — Finpist shows you WHY your tax is what it is, what levers reduce it, and which deductions apply to your situation. Old vs new regime, side-by-side.
Investments + insurance + loans, together
Most apps look at investments in isolation. Finpist understands how your insurance gap, loan EMIs, and net worth connect — and what to fix first.
Filing without the back-and-forth
Connect a verified CA on Finpist and your financial data is already there. No re-explaining. No document chase. Both of you see the same picture in real time.
For Businesses
CFO-grade clarity for Indian SMEs — without hiring one.
Virtual CFO intelligence
Cash flow, margins, working capital, payroll costs — the financial clarity a CFO gives, built for Indian SMEs. Works for sole proprietors, partnerships, and private limited companies.
Compliance on autopilot
GST returns, TDS, advance tax, ROC — all tracked, deadlines surfaced, your CA handles filings inside the same workspace. You see the status, they see the data.
AI Co-Pilot with citations
Tax queries answered with references to the actual Income Tax Act sections and CBDT circulars. Trained on Indian tax code — not a generic chatbot guessing answers.
CA Marketplace · Finpist Sync
Your CA and your finances — finally on the same page.
Every CA on Finpist is ICAI-verified. When you connect, your financial data transfers in one click — investments, filings, goals, loans. They see exactly what they need. You see exactly what they're doing. Real-time. End-to-end encrypted. You control the access — choose what's visible, revoke anytime.
Built for India
Designed around how Indian finance actually works.
Not a US/European app translated to Hindi. Finpist is built from day one around the Indian tax code, the GSTN/TRACES portals, the ICAI advertising guidelines, the DPDPA 2023 consent framework, and the way Indian families actually manage money — joint accounts, family insurance, recurring chit funds, ancestral property.
- DPDPA 2023 — granular four-tier consent at registration
- PII scrubbed before LLM calls — no client data in prompts
- Row-level security on every table — no exceptions
- GSTIN, PAN, ICAI MRN/FRN validated at entry
- Money stored in paise (integer) — never floats
- Indian timezone (Asia/Kolkata) + Indian numeric system (₹1,23,456)
Tech Stack
Finpist is being built now.
Public beta is rolling out in phases. Join the early-access list to be one of the first individuals or businesses on the platform — or get in touch if you're a CA firm interested in the marketplace.