Instead of answering a form, you can describe your business in your own words (typed or spoken, in English, Hindi, Telugu, Tamil or Kannada), and Mysty works out what to switch on. It shows you the whole list before it changes anything, and you can undo the lot afterwards.
Picking a language
The very first thing setup asks is which language you want Finocket in. There are five buttons, each written in its own script, plus Continue in English. Everything after that comes in the language you picked: the questions, the buttons, the help. If your phone is already set to one of the five, that one is highlighted as a suggestion, but it is never applied for you. You can change it any time from your profile.
Which way should I set up?
Both lanes reach the same place. Step by step is the short form: a few questions, skip anything you like, come back later. Just tell me about your business hands it to Mysty. You can leave one and pick up the other without losing what you have already answered.
I was invited to somebody's workspace. Do I set up too?
No. Setup asks about your business, and if you accepted an invitation you are working in somebody else's books rather than opening your own. You go straight to their workspace and never see these questions. If you later want a business of your own, you can start one from your profile. It is a separate thing you choose; joining a team never does it for you.
What does Mysty ask?
Your line of business, roughly what you turn over in a year, whether you are on the regular or composition GST scheme, how you want Finocket to open, and where your books are today. You can skip any of them. Every screen carries the same line at the bottom: nothing changes until you tap Apply.
What changes when I say what trade I am in?
Your line of business decides which tools are suggested and what things are called. Say you run a restaurant, cafe, cloud kitchen, bakery or tiffin service and you are set up for a kitchen rather than a shop. Recipes and costing come on, and because Zomato and Swiggy pay out after taking their commission, bank matching comes on with them. Your catalogue is called your Menu, an item is a dish, and the person you are billing is a guest.
Other trades get the same treatment. A marketplace seller has Listingsand buyers; a clinic has treatments and patients; a manufacturer has products. A shop keeps the ordinary wording, because that is what a shop calls things.
Shops: what do you sell? Where the retail counter pack and setup suggestions are switched on for your workspace, picking retail brings one more question, What do you sell?, with one-tap answers: Mobiles and electronics, Kirana and grocery, Hardware, electricals and paint, Stationery and books or Something else. Each answer except Something else suggests the setup for that trade: its item fields and bill layout. It comes as a setup to review, and nothing changes until you apply it. If the answer was worked out from the site you signed up from or the words you used, it says Picked from what you told us; change it if it is not right.
Two things this does not do. It does not change any tax rate, because what you charge is decided by your GST settings and your items, never by the trade you picked. And it does not lock anything: every tool it suggests can be switched on or off afterwards from Modules, and renaming is only wording, so your data is the same either way.
You do not have to find your exact trade in a list. The setup asks a short list of broad industries on purpose, and works the rest out from the words you use. For example, “we run a cloud kitchen” and “ours is a sweet shop and bakery” both land on the restaurant setup. If it guesses wrong, change it; you see the whole list before anything is applied.
Setting up for your trade on one screen
Once you have said what you do, setup shows one screen built from it: the line of business it thinks you are in, the reason in your own words (“Because you said…”), and exactly which tools it would switch on, beside the ones that are already on. If it guessed wrong, pick another one from Not you? Try one of these or the full list, and the screen redraws for that trade. Nothing changes until you tap Switch these on.
That button only switches tools on; it never switches anything off. A tool your workspace cannot have is shown as not available, with the reason, and where you can ask for it, Ask for access sends the request. You can change any of it later from Settings → Modules & features.
Bringing your books across from setup
If you run a business, setup then asks Where are your books today? Bring my books across opens Import & migrate with every source, and I have a Tally XML file opens the Tally import. Starting fresh moves the setup on.
The next card, Bring your data across, offers the import that suits your trade: the systems businesses like yours usually keep their records in, each with a line saying why. Tapping Bring your data from a source opens that import ready for your file. If setup could not tell what trade you are in, the card says so and lists the sources most businesses start from. Open the imports inbox takes you to Imports, where every file you drop, photograph or share is tracked, and See every source opens the full list. Not now moves on.
Both cards are offers, never actions. Nothing comes in until you pick a file and approve what it found. See Import your data for what happens after that.
Can I speak my answers?
Where your device and the app can both manage it, yes. Tap the mic, say your answer, and it lands in the box as editable text with We heard: above it. Fix anything that came out wrong; nothing is saved until you send it. Speaking is capped at six turns in one setup.
When it is not available, the mic is withdrawn and the reason is given rather than the button failing silently: we cannot listen in that language yet, you need to sign in first, speaking is not switched on right now, the voice allowance is used up, or that is as much speaking as setup uses. For Tamil, Telugu and Kannada it also warns you up front that speech still comes out rough and to read what it heard before sending. On a device with no microphone the mic button does not appear. Typing is offered in every language.
What does it change, and when?
Nothing at all until you tap Apply. Everything you say goes into one row that belongs to you. No module, GST setting or profile field is touched mid-conversation, so abandoning the conversation halfway leaves your workspace exactly as it was.
See what I'd set up opens the review sheet: every proposed change beside what it is today, each row labelled with where it came from (you said, my guess or our default) and, where you said it, the words you used. Anything Mysty inferred arrives unticked: tick it if it is right, and if you do not, it is not applied. Untick anything else you do not want.
Things it deliberately will not infer
- The composition scheme. That is an election you make with the GST department, so it reaches the plan only if you say so explicitly. A guess is refused outright.
- A module your plan or administrator has switched off. It is written off, shown as blocked with the reason, and you are told you can request access from Settings → Modules & features.
GSTINs, PANs, account numbers, IFSC codes and UPI ids are stripped out of what you say before the assistant sees it and before anything is logged. Guided setup has no use for them.
What if Apply fails?
Nothing is half-changed. Apply refuses outright, writing nothing, when there is no session, when it has already been run once, when the plan changed after you read it, when your plan's module entitlements could not be checked, or when every row is an inference you did not tick. Each case gets its own sentence and the setup form is always offered as the way through.
What if the assistant is not available?
The guided lane needs the assistant module and a working connection. Where the assistant is off, unreachable, or the daily allowance is spent, you are told which and pointed at the setup form (your answers are safe, carry on with the setup form), and the form does the same job with no AI at all.
Undoing it
Straight after Apply you get Undo the setup, which puts every setting back the way it was and records the reversal. Tapping it twice does nothing extra. Note that if you used the line-of-business picker earlier in the same session to switch modules on, that step applied separately. The undo restores what the review sheet applied.
Related: Get started with Finocket, Move your Tally books across, Modules & plans.