For fractional CFOs and multi-entity companies on QuickBooks Online

Grow your fractional CFO practice
without adding more headcount.

Fynease is the finance operating platform built for fractional CFO firms on QuickBooks Online. Close, consolidate, report, forecast, and prepare clients for a transaction — from one platform.

Built for multi-entity companies and fractional CFO teams that have outgrown Excel but are not ready to leave QuickBooks Online.

Automate Intelligence Valuation QuickBooks Online + CSV import
March 2026 close · 6 entities ✓ Complete
HoldCo Inc. QuickBooks Online
OpCo — Manufacturing QuickBooks Online
OpCo — Services QuickBooks Online
RealEstateCo I CSV import
RealEstateCo II CSV import
+ 1 more entity Mixed
Adjusting entries written back to QuickBooks — 147 entries posted

Most QuickBooks reporting tools start at the dashboard.
Fynease starts at the close.

Dashboards assume the numbers are already clean. Fynease prepares them. It runs the recurring accounting logic QuickBooks Online does not: accruals, allocations, intercompany eliminations, consolidations, Balance Sheet reconciliation, and lead sheets. By the time your reporting layer turns on, the numbers have already been structured, adjusted, reconciled, and signed off on.

Tools like Fathom and Joiin are not bad — they are downstream. They need clean data to work. Fynease produces that data. QuickBooks Online is the transaction system. Fynease is the close layer. CFO reporting is the output.

How advisory relationships deepen over time.

Valuation is not a separate product you randomly buy. It is the natural evolution of a fractional CFO engagement — built on the clean data you have been accumulating since month one.

Month 1
Automate the close
Connect QuickBooks Online. Set accrual logic, intercompany rules, and consolidation structure once. Run a clean, traceable close.
Automate
Month 3
Board reporting goes live
First board pack. Variance analysis in minutes. Forecasts updated automatically from clean close data. Your client sees the difference.
Intelligence
Month 6
Full CFO intelligence
KPIs, PVM analysis, revenue attribution, cash flow forecasting. You are delivering what a Big 4 firm charges five times more for.
Intelligence
Year 2
Transaction readiness
Client gets a term sheet. You open the Valuation module. QoE, DCF, and working capital peg — built on two years of clean, reconciled data. 72 hours. You are ready.
Valuation
Exit
The presentation is already built
Every number is traceable to the adjusted ledger. Every assumption is documented. The buyer's accountant asks questions. You answer them the same day.
Valuation

QuickBooks is a transaction system.
Not a financial reporting system.

Every month your team exports data, rebuilds schedules in Excel, manually consolidates entities, translates currencies, and produces financials you're never fully confident signing off on.

01

Your accrual schedules live in Excel

QuickBooks records transactions. It doesn't run prepaids, defer revenue, or amortize assets. That work gets rebuilt in a spreadsheet every single month.

02

Each QuickBooks company is an island

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

03

Your reporting starts from scratch every close

Variance analysis, board packs, KPI dashboards — rebuilt from templates every month for every client. There's no system. Just you and a spreadsheet.

04

No capacity to grow your practice

You hit 8 clients and stop. Not because demand dried up — because every new client means more close work, more hours you don't have. The ceiling isn't expertise. It's the mechanical work that repeats every month.

Built for

Two users. One platform.

Fynease serves the person who owns the close and the person who owns the conversation after it.

Fractional CFOs

You built a CFO practice.
Not a spreadsheet business.

You manage 5–12 clients. Each needs variance analysis, forecasting, and board packs. You're rebuilding all of it in Excel every month and it's killing your capacity.

3–5 hrs recovered per client · 12x return on subscription

See how it works for you →
Controllers & Hands-on CFOs

The close you run every month
deserves better than Excel.

You manage the monthly close for one or more QuickBooks entities. You know every line. Right now it all lives in spreadsheets only you understand.

8–15 hrs saved per entity · 100% audit-traceable

See how it works for you →

Your clients' financial data belongs to your clients.

Not to us. Not to other firms using Fynease. Not to anyone. For fractional CFO firms handling sensitive client financials, this is not a footnote — it is the foundation.

🔒
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.
🏛️
Operated independently
Fynease Inc. is a separate legal entity. It is not operated by or affiliated with any accounting practice using the platform.
🔑
OAuth only
QuickBooks Online credentials never touch Fynease servers. You authorize directly through Intuit's authentication flow.

Close faster. Advise better.
Increase enterprise value.

The same accounting data powers all three stages. You configure once. Fynease runs every month.

01
Automate
Close faster.
  • Prepaid and deferred revenue schedules
  • Loans, leases, and fixed asset depreciation
  • Cost allocations between accounts, classes, or entities
  • Intercompany reconciliation and elimination
  • Multi-entity consolidation with IAS 21 FX
  • Balance Sheet sign-off and lead sheets
  • Entity-level adjusting entry write-back to QuickBooks Online
Automate the close →
02
Intelligence
Advise better.
  • Board packs and management reporting
  • Variance and price-volume-mix analysis
  • Revenue and margin attribution by customer
  • Forecasting and scenario planning
  • Cash flow analysis and runway
  • KPI dashboards and AR quality scoring
  • Revenue quality and customer concentration
Deliver CFO insight →
03
Valuation
Increase enterprise value.
  • Quality of earnings analysis
  • DCF and multiple-based valuation
  • Working capital peg
  • Built on your clean, reconciled close data
  • EBITDA normalization with your judgment
  • Transaction readiness — in 72 hours
Prepare for a transaction →

What a Fynease engagement looks like.

Without Fynease
QuickBooks Online
Export to Excel
Manual reconciliations
Rebuild accrual models
Manual reporting templates
Valuation spreadsheet from scratch
PowerPoint — rebuilt every month
With Fynease
QuickBooks Online
Automate — close is done
Intelligence — insight is ready
Valuation — transaction-ready
Client presentation — already built

Built for a specific kind of finance team.

The TAM is intentionally narrow. Fynease is not for everyone. Here is how to know quickly.

Fynease is probably right for you if:
  • You manage 3 or more QuickBooks Online client files, or 2 or more entities in one business
  • You still run prepaids, deferred revenue, depreciation, accruals, 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 accrual complexity
  • 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

Simple plans. Everything included.

Every plan includes the full close workflow, accrual schedules, lead sheets, intercompany, consolidation, board pack PDF, variance analysis, forecasting, and revenue attribution. No feature tiers — only capacity tiers.

Starter
$199/month
1 client · 3 entities
Join waitlist
Solo
$299/month
3 clients · 10 entities
Join waitlist
Scale
$999/month
10 clients · 40 entities
Join waitlist
Enterprise
Custom
Custom clients & entities
Contact us
Included in every paid plan
Full close workflowAccrual schedulesLead sheets Intercompany reconciliationCost allocationsMulti-entity consolidation Financial statement exportsBoard pack PDFVariance analysis ForecastingRevenue attributionShare reports and analysis with client's management
Client Portal included in Solo and above.
Add-ons
Valuation
Quality of earnings, exit readiness, and investor reporting
$249/client/month
Extra client
Add clients beyond your plan limit
$129/month
Extra entity
Add entities beyond your plan limit
$35/month
Controller

1 client · 3 entities

Starter plan — every feature included
Starter plan$199
Monthly $199
Replaces ~$900/mo of manual close work
Multi-entity consolidation

1 client · 20 entities

Starter plan + 17 extra entities
Starter plan (3 entities)$199
17 extra entities × $35$595
Monthly $794
Note Volume pricing available for large entity counts
Join the waitlist · 14-day free trial at launch · Launching soon

Answers to what you're already thinking.

Is there a limit to how many entities Fynease can handle?
No hard limit. Fynease consolidates QuickBooks Online-connected and CSV-imported entities in the same engine. Plans include a set entity count and you add more at $35/entity/month. For very large consolidations, contact us for volume pricing. No migration required to start.
Does every plan include both close automation and CFO reporting?
Yes. Every paid plan includes the full close workflow (accrual schedules, intercompany, consolidation, lead sheets) and the full CFO reporting stack (variance analysis, forecasting, board packs, and revenue attribution). Plans differ only by client and entity capacity. The Valuation add-on is available per client for quality of earnings and exit readiness work.

See all questions →

Most valuation tools start with assumptions.
Fynease starts with your accounting data.

Your client gets a term sheet. You have 72 hours to produce a quality of earnings, a DCF with defensible assumptions, and a working capital peg. By the time you open the Valuation module, the books are already clean. You are normalizing from a position of strength, not scrambling to reconcile three years of messy data under deal pressure.

See Valuation module → Join waitlist
Tab 01
Quality of Earnings
Normalize EBITDA, identify non-recurring items, assess revenue quality. Built on your Automate-adjusted ledger — not a manual spreadsheet input.
Tab 02
DCF and Business Valuation
Discounted cash flow and multiple-based valuation with scenario modelling. Assumptions pull from actual financial data, not estimates.
Tab 03
Working Capital Peg
Auto-populated from your Balance Sheet reconciliation. The peg is calculated on audit-ready numbers — not a snapshot taken the week before close.

Your close should take hours, not days.
Your reporting should take minutes.

Fynease Automate owns the close. Fynease Intelligence owns the story after.

Join the waitlist for early access. We will notify you the moment Fynease is ready.

Join waitlist
14-day trial when we launch
Scale your practice
Start free — Automate + Intelligence
Complex multi-entity setup?
Contact us