# Fincelo ## Docs - [CFO Co-Pilot](https://docs.fincelo.app/agents/cfo-copilot.md): The conversational AI interface for CFOs — natural language revenue intelligence. - [Collections Agent](https://docs.fincelo.app/agents/collections.md): How the Collections Agent handles dunning, payment prediction, and escalation. - [Compliance Guardian](https://docs.fincelo.app/agents/compliance.md): How the Compliance Guardian manages GST, TDS, IRN, and filing deadlines. - [Customer Intelligence Agent](https://docs.fincelo.app/agents/customer-intelligence.md): Health scores, churn signals, CLV, ICP analysis, and revenue leakage detection. - [Agent Enhancement Roadmap](https://docs.fincelo.app/agents/enhancement-roadmap.md): 34 planned capabilities across all 7 agents. - [AI Agents — Overview & Governance](https://docs.fincelo.app/agents/governance.md): How Fincelo's 7 agents work, credit system, autopilot rules, and governance. - [Multi-Agent Orchestration](https://docs.fincelo.app/agents/orchestration.md): How agents communicate via the event bus and coordinate actions. - [AI Agents Overview](https://docs.fincelo.app/agents/overview.md): Fincelo deploys 7 AI agents that run your entire revenue function. Each agent learns from your CFO's decisions and gets smarter every month. - [Period Close Agent](https://docs.fincelo.app/agents/period-close.md): How the Period Close Agent manages month-end close with 3-path resolution. - [Renewal Agent](https://docs.fincelo.app/agents/renewal.md): How the Renewal Agent manages pipeline, health scores, and grace periods. - [Revenue Anomaly Agent](https://docs.fincelo.app/agents/revenue-anomaly.md): How the Revenue Anomaly Agent detects statistical deviations using Z-score. - [Smart Billing Agent](https://docs.fincelo.app/agents/smart-billing.md): How the Smart Billing Agent ensures billing accuracy and handles anomalies. - [In-App AI Assistant](https://docs.fincelo.app/ai-assistant/overview.md): The embedded AI assistant for finance teams — answers, suggestions, and guidance. - [Analytics, Reports & Exports](https://docs.fincelo.app/analytics/reports.md): ARR waterfall, MRR, NRR, subscription reports, and data exports. - [API Reference](https://docs.fincelo.app/api-reference/overview.md): Fincelo API — authentication, base URL, and rate limits. - [Webhooks](https://docs.fincelo.app/api-reference/webhooks.md): Fincelo webhook endpoints — receive ticket events from external platforms. - [Billing & Subscriptions](https://docs.fincelo.app/billing/subscriptions.md): Subscription billing, advance billing, usage-based billing, and change requests. - [Churn, Contraction & Renewal](https://docs.fincelo.app/churn-renewal/overview.md): How Fincelo tracks churn, contraction ARR, and manages the renewal pipeline. - [Collections, AR Aging & Dunning](https://docs.fincelo.app/collections/ar-dunning.md): Payment intelligence, dunning sequences, and collections automation. - [Digital Signatures](https://docs.fincelo.app/compliance/digital-signatures.md): GST Rule 46 compliant digital signatures on Fincelo tax invoices. - [GST E-Invoicing](https://docs.fincelo.app/compliance/gst-einvoicing.md): IRN generation, QR code embedding, and GSTR-1 auto-population for India GST compliance. - [India Compliance — GST, TDS & PO](https://docs.fincelo.app/compliance/gst-tds-po.md): GST e-invoicing, TDS reconciliation, PO management, and India-specific compliance. - [TDS Reconciliation](https://docs.fincelo.app/compliance/tds-reconciliation.md): Automated TDS matching against 26AS under Section 194J for India compliance. - [Expansion Billing](https://docs.fincelo.app/contracts/expansion-billing.md): How Fincelo handles seat expansions, usage upgrades, and mid-contract changes — always presenting 3 options. - [Contract Intelligence](https://docs.fincelo.app/contracts/intelligence.md): How Fincelo's AI extracts, learns from, and manages your customer contracts. - [Contract Management](https://docs.fincelo.app/contracts/management.md): How Fincelo extracts, reconciles, and manages contracts with AI. - [Period Close](https://docs.fincelo.app/contracts/period-close.md): How Fincelo manages month-end close with 3-path resolution and GSTR-1 conflict detection. - [CRM Integration & Reconciliation](https://docs.fincelo.app/crm/integration.md): Salesforce and HubSpot integration, Closed Won sync, and deal reconciliation. - [Google Chat Setup](https://docs.fincelo.app/csm-hub/google-chat.md): Connect Fincelo to Google Chat for CSM alerts — bidirectional, with interactive buttons. - [MS Teams Setup](https://docs.fincelo.app/csm-hub/ms-teams.md): Connect Fincelo to Microsoft Teams for CSM alerts via Adaptive Cards. - [CSM Hub Overview](https://docs.fincelo.app/csm-hub/overview.md): How Fincelo's Smart CSM Communication Hub alerts your customer success team across Google Chat, Slack, MS Teams, and WhatsApp. - [Slack Setup](https://docs.fincelo.app/csm-hub/slack.md): Connect Fincelo to Slack for CSM alerts with interactive Block Kit messages. - [WhatsApp Setup](https://docs.fincelo.app/csm-hub/whatsapp.md): Connect Fincelo to WhatsApp Business API for CSM alerts with quick-reply buttons. - [Key Design Principles](https://docs.fincelo.app/design-principles/index.md): The 9 principles that govern every product decision in Fincelo. - [FX Treatment & Multi-Currency](https://docs.fincelo.app/fx/multi-currency.md): Foreign currency invoicing, FX gain/loss treatment, and multi-currency support. - [Connecting Your CRM](https://docs.fincelo.app/getting-started/connecting-crm.md): Sync Closed Won deals from Salesforce or HubSpot directly into Fincelo. - [Connecting Support Platforms](https://docs.fincelo.app/getting-started/connecting-support.md): Connect Zendesk, Freshdesk, Jira, Intercom, HubSpot, or any platform via webhook or CSV to Fincelo's Support Intelligence Layer. - [Quickstart](https://docs.fincelo.app/getting-started/quickstart.md): Get Fincelo running for your team in under 30 minutes. - [Glossary](https://docs.fincelo.app/glossary/index.md): Every term used in Fincelo — precisely defined for finance teams. - [What is Fincelo](https://docs.fincelo.app/introduction.md): Agentic AI-powered SaaS billing and revenue intelligence — built for India SaaS CFOs. - [KYC Onboarding](https://docs.fincelo.app/kyc/onboarding.md): Customer onboarding, KYC verification, and automatic module wiring on approval. - [Quick Navigation Reference](https://docs.fincelo.app/quick-reference/navigation.md): Every path in the Fincelo app — find anything in 5 seconds. - [Quote to Cash](https://docs.fincelo.app/quote-to-cash/overview.md): Quote creation, approval workflows, contract conversion, and billing activation. - [ARR Waterfall](https://docs.fincelo.app/revenue/arr-waterfall.md): How Fincelo tracks ARR movements — new, expansion, contraction, churn, and reactivation. - [Revenue Recognition — ASC 606 & IFRS 15](https://docs.fincelo.app/revenue/asc606-ifrs15.md): How Fincelo handles revenue recognition under US GAAP and IFRS standards. - [Deferred Revenue](https://docs.fincelo.app/revenue/deferred-revenue.md): How Fincelo tracks and releases deferred revenue under ASC 606 and IFRS 15. - [Support Platform Connectors](https://docs.fincelo.app/support-intelligence/connectors.md): How to connect Zendesk, Freshdesk, Jira, Intercom, HubSpot, or any custom platform to Fincelo's Support Intelligence Layer. - [CSV Import](https://docs.fincelo.app/support-intelligence/csv-import.md): Import support tickets from any platform — including legacy systems with no API — via CSV upload. - [Support Intelligence Overview](https://docs.fincelo.app/support-intelligence/overview.md): How Fincelo analyses external support tickets to predict churn, inform playbooks, and alert CSMs. - [System Overview & Module Map](https://docs.fincelo.app/system-overview/module-map.md): How all Fincelo modules connect — from CRM to contracts to agents. ## Optional - [Book a Demo](https://calendly.com/founders-fincelo/30min) - [Website](https://fincelo.app) - [Email Support](mailto:founders@fincelo.app)