For fractional CFOs and multi-entity companies on QuickBooks Online

Grow your fractional CFO practice
without adding more headcount.

The close-led finance platform for fractional CFO firms and multi-entity finance teams on QuickBooks Online. Run the close. Brief management. Forecast the business. Be ready when a term sheet arrives.

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

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

Why Fynease is different

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

Never ask finance to do the same accounting twice.

Every reporting tool integrates with QuickBooks Online. Fynease detects accounting issues, builds the supporting schedules, reconciles balances, generates adjusting entries, and writes approved corrections back to QuickBooks Online. Reporting begins only after the close data has been transformed and reviewed.

	Traditional reporting tools	Fynease
The ledger	Reads the ledger	Improves the ledger
Results	Reports results	Explains results
Reasoning	Reports from accounting	Reasons from accounting
Variances	Shows variances	Identifies causes
Forecasting	Forecasts numbers	Forecasts operations
Output	Creates dashboards	Briefs management
Timing	Starts after the close	Starts before the close
The books	Assumes the books are right	Helps make the books right

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, translates currencies, and produces financials nobody is fully confident signing off on. Then the reporting starts.

Your accrual schedules live in Excel

QuickBooks records transactions and produces statements. It does not run prepaids, defer revenue, or amortize assets. That work gets rebuilt in a spreadsheet every single 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 — rebuilt from templates every month for every client. There's no system. Just you and a spreadsheet.

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.

The typical client journey

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

Built for

Two buyers. 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.

Est. 3–5 hrs recovered per client · Modeled 4–7x return

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 →

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 CPAs who ran the close

Fynease was designed by practising CPAs who spent years running multi-entity closes by hand. The accounting logic was specified by people 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.

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
Balance Sheet sign-off — Prepared, Reviewed, Signed
Entity-level write-back to QuickBooks Online

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
Quantified levers with assumptions disclosed
Board packs assembled from the same data

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 A transaction package a buyer's accountant can trace, 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 transaction readiness →

Where the hard part is

Dashboards are not difficult to build. Amortisation engines, lease and loan schedules, allocation rules, intercompany reconciliation, IAS 21 translation, journal write-back, lead sheets, sign-off workflow, and an immutable ledger — integrated, and correct enough to defend to an auditor — are. Stage 01 is the part almost nobody builds, and it is what makes stages 02 and 03 trustworthy.

Every plan includes Automate and Intelligence. Valuation activates per client, only when a client is in a process.

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 by hand.

Fynease Performance Analysis briefing showing executive summary, market context, and KPI cards for revenue, gross margin, OpEx, EBITDA, and cash runway

Performance Analysis · Briefing tab · Demo data

Is Fynease right for you?

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 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, 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

Early bird pricing

Lock in early bird rates.

Every plan includes the full close workflow, accrual schedules, lead sheets, intercompany, consolidation, board pack PDF, variance analysis, forecasting, and revenue attribution. Early bird users lock in current rates for 12 months from their start date. Pricing increases at general availability.

Early bird

Starter

Standard $249/month

$199/month

1 client · 3 entities

Start free trial

Early bird

Solo

Standard $379/month

$299/month

3 clients · 10 entities

Start free trial

1 client · 3 entities

Starter plan — every feature included

Starter plan$199

Monthly $199

Replaces ~$900/mo of manual close work

Fractional CFO practice

6 clients · avg 2 entities

Firm plan + 1 extra client

Firm plan (5 clients, 20 entities)$499

1 extra client$129

Monthly $628

Replaces ~$5,400/mo of labor across 6 clients

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

Early bird rates locked for 12 months from start date · Pricing increases at general availability · Free 14-day trial

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 accrual 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 Fathom, Joiin, or Syft?

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.

Does Fynease replace QuickBooks Online?

No. Fynease extends QuickBooks Online. Your books stay in QuickBooks. Fynease connects through OAuth, runs the close transformation, and posts approved entity-level adjusting entries back as journal entries. No migration is required to start.

Is there a limit to how many entities Fynease can handle?

No hard limit. Fynease consolidates QuickBooks Online-connected entities and entities imported by trial balance or GL export in the same engine. Plans include a base entity count with additional entities at $35 per month each. Contact us for volume pricing on large consolidations.

Is my clients' data visible to other firms using Fynease?

No. Client data is isolated at the database level through row-level security. No other firm using Fynease can access your clients' financial data, and we do not use client data for benchmarking, model training, or any purpose outside your engagement.

How much does Fynease cost?

Early bird plans start at $199 per month for one client and three entities, through Solo at $299, Firm at $499, and Scale at $999. Every paid plan includes the full close layer and the full Intelligence layer. Valuation is a per-client add-on at $249 per month. All plans include a free 14-day trial with no credit card required.

See all questions →

Grow your fractional CFO practice
without adding more headcount.

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

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

Your accrual schedules live in Excel

Each QuickBooks company is an island

Your reporting starts from scratch every close

No capacity to grow your practice

How advisory relationships deepen over time.

Two buyers. One platform.

You built a CFO practice.
Not a spreadsheet business.

The close you run every month
deserves better than Excel.

Your clients' financial data belongs to your clients.

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

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

Your close. Before and after it runs itself.

Built for a specific kind of finance team.

Lock in early bird rates.

1 client · 3 entities

6 clients · avg 2 entities

1 client · 20 entities

Answers to what you're already thinking.

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

Grow your fractional CFO practicewithout adding more headcount.

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

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

Your accrual schedules live in Excel

Each QuickBooks company is an island

Your reporting starts from scratch every close

No capacity to grow your practice

How advisory relationships deepen over time.

Two buyers. One platform.

You built a CFO practice.Not a spreadsheet business.

The close you run every monthdeserves better than Excel.

Your clients' financial data belongs to your clients.

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

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

Your close. Before and after it runs itself.

Built for a specific kind of finance team.

Lock in early bird rates.

1 client · 3 entities

6 clients · avg 2 entities

1 client · 20 entities

Answers to what you're already thinking.

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

Grow your fractional CFO practice
without adding more headcount.

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

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

You built a CFO practice.
Not a spreadsheet business.

The close you run every month
deserves better than Excel.

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

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

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