For fractional CFO practices and in‑house finance teams on QuickBooks Online

Standardize the close.
Personalize the advice.

Fynease is month-end close software for QuickBooks Online. It turns recurring accounting and close work into a controlled, repeatable process, so finance professionals spend their time on analysis, judgment, and advice. The close layer QuickBooks Online is missing.

For teams that have outgrown Excel but have no reason to leave QuickBooks Online.

Start free trial See how it works

Automate Intelligence Valuation QuickBooks Online + CSV import

01 READReads your QuickBooks Online ledger and itemizes every schedule account

02 SCHEDULEBuilds the schedules account by account, tied to the ledger balance

03 REVIEWDrafts the month's entries. You approve them.

✓Posted to QuickBooks Online
8 journals · Aug 2026 close

04 POSTApproved entries are written back to QuickBooks Online

05 BRIEFThe briefing, from the same closed books

The monthly close in Fynease, ledger to briefing · Demo data

Why finance teams outgrow QuickBooks Online

QuickBooks reports the ledger.
It doesn't run the close behind it.

Every month your team exports data, rebuilds schedules in Excel, manually consolidates entities and translates currencies before the reporting can start.

Your prepaid and depreciation schedules live in Excel

QuickBooks records transactions and produces statements. Depending on your edition, some schedules can run inside it, but the close around them - prepaids, deferred revenue and fixed assets tied to the balance sheet and signed off - usually gets rebuilt in a spreadsheet every month.

Each QuickBooks company is an island

Intercompany eliminations, FX translation, and consolidated P&L exist in one spreadsheet that someone rebuilds manually. Every month.

Your reporting starts from scratch every close

Variance analysis, board packs, KPI dashboards: all rebuilt from templates every month for every client.

No capacity for the work that matters

Every new client or entity adds close work before it adds advisory time. Not because demand dried up, but because the mechanical work repeats every month and eats the hours you don't have. The ceiling isn't expertise. It's the close.

Why Fynease is different

We don't just read QuickBooks.
We improve it.

Never ask finance to do the same accounting twice.

Many reporting tools read QuickBooks Online as it is. Fynease starts earlier: it detects accounting issues, builds the supporting schedules, reconciles balances, and writes approved adjusting entries back to QuickBooks Online, so reporting starts from books that have been closed and reviewed.

Area	Reporting tools that read the ledger	Fynease
The ledger	Reads the ledger	Improves the ledger
Timing	Starts after the close	Starts before the close
The books	Assumes the books are right	Helps make the books right

One platform. Three stages.

Make the books right.
Explain what they say. Prove what it is worth.

Each stage builds on the evidence produced by the one before it. That is why the briefing can be trusted and why the valuation holds up in diligence: the numbers were already right before anyone reported on them.

Automate

Make the books right.

QuickBooks records what happened. Automate applies the accounting that should follow, then writes the approved entries back.

Produces A reconciled, signed-off ledger with every entry traceable to source.

Prepaid, deferred revenue, loan, lease, and depreciation schedules
Cost allocations between accounts, classes, or entities
Intercompany reconciliation before elimination
Multi-entity consolidation with IAS 21 FX translation

See how the close runs →

→

Intelligence

Explain what they say.

Not a dashboard. A monthly management briefing that answers what happened, why, what happens next, and what to do about it.

Produces Ranked findings across five operating lanes, every number from the ledger.

Revenue, gross margin, OpEx, EBITDA, cash and runway
Bridges that reconcile to zero variance by construction
Revenue and margin attribution by customer
Forecasting, scenario planning, 13-week cash

See the briefing →

→

Valuation

Prove what it is worth.

A term sheet arrives. Two years of reconciled data is already sitting there. You are not starting a clean-up. You are running the analysis.

Produces An internal read on quality of earnings, value and the working capital peg, in days rather than weeks.

Quality of earnings with GL-level scan
EBITDA normalization and add-back schedule
DCF with calculated WACC and sensitivity
Working capital peg from reconciled balances
Value driver assessment and cap table
One-workbook Valuation Book export

See Valuation →

Every plan includes Automate and Intelligence. Valuation activates per client, only when a client is preparing for a transaction. See the monthly workflow · Why three stages

What management actually receives

Deterministic analysis

This is the briefing.
Every number came from the ledger.

The same data produces the same briefing every time. No hallucinations. No explanation that changes on the second run. Every figure reconciles to the ledger.

Highest-impact findings ranked automatically. Market context from central bank and inflation data. Five operating lanes. Every figure traceable to a schedule, a journal, or a saved forecast version. Produced after the close runs, not assembled manually.

The Fynease app on demo data: the left menu groups Automate (Close Workbench, Schedules, Reconciliations, Intercompany, Allocations), Intelligence (Analysis, Forecasts, Reports) and Valuation; the Analysis screen shows the August 2026 executive briefing, market context and the five lanes.

The Analysis screen: ranked findings, market context and the five lanes, with the close, the forecasts and the reports one click away in the left menu · Demo data

See the full briefing, part by part →

Is Fynease right for you?

Built for a specific kind of finance team.

Fynease is not for everyone. Here is how to know quickly.

Fynease is probably right for you if:

You close multiple entities every month
You manage 3 or more QuickBooks Online client files, or 2 or more entities in one business
You still run prepaids, deferred revenue, depreciation, or intercompany in Excel
You need consolidated P&L, Balance Sheet, cash flow, and lead sheets every month
Your clients are on QuickBooks Online and you are not ready to move them to a full ERP
You want a clean, audit-ready close without rebuilding the same spreadsheet every month

Fynease is probably not right for you if:

You need bank categorization, receipt scanning, or bookkeeping automation
You only manage one simple QuickBooks Online company with no schedules to run
You want a dashboard on top of messy, unreconciled books
Your clients are fully on NetSuite, Sage Intacct, or Dynamics
You need a tool that replaces QuickBooks Online (Fynease extends it, not replaces it)

I run a fractional CFO practice → I close multiple entities in-house →

Built for client confidentiality

Your clients' financial data belongs to your clients.

Not to us, not to other firms, not to anyone.

🔒

Isolated by firm

Client data is strictly isolated at the database level. No cross-client or cross-firm access exists.

🚫

No benchmarking on client data

We do not use your clients' financial data for benchmarking, model training, or any purpose outside your engagement.

🛡️

Every change is traceable

Every adjusting entry, schedule change, and consolidation adjustment is recorded in an immutable log. Every number in your close has a source, a timestamp, and an author.

📐

Built by a CPA who ran the close

Fynease was designed by a practicing CPA who spent ten years running multi-entity closes in spreadsheets. The accounting logic was specified by someone who had to defend it to an auditor.

🔑

OAuth only

QuickBooks Online credentials never touch Fynease servers. You authorize directly through Intuit's authentication flow.

Questions

Answers to what you're already thinking.

What does Fynease do?

Fynease runs the month-end close for companies and fractional CFO practices on QuickBooks Online, then produces a management briefing from the same reconciled data. It handles balance-sheet schedules, cost allocations, intercompany reconciliation, multi-entity consolidation, and Balance Sheet sign-off, writing approved entity-level adjusting entries back to QuickBooks Online.

How is Fynease different from reporting and FP&A tools?

Those tools read your ledger and report on it. Fynease improves the ledger first, running the accounting transformation, reconciling balances, and writing approved adjusting entries back before any reporting happens. Reporting tools assume the books are right. Fynease helps make them right.

Does Fynease use AI to write financial commentary?

No. All analysis is deterministic. Every figure derives from the ledger, the schedules, or a saved forecast version, and every bridge reconciles to zero variance by construction. Running the same period twice produces identical output. Pattern matching is used only to surface candidate transactions for human review, never to compute or assert a figure.

See all questions →