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Fynease connects natively to QuickBooks Online. Companies still on QuickBooks Desktop can be loaded through monthly CSV trial balance or GL transaction import — no full migration required. This also lets you consolidate QuickBooks Desktop entities alongside QuickBooks Online entities in a single close. Many clients use this to keep legacy entities on Desktop while migrating only the active operating companies to QuickBooks Online, saving significant subscription cost.

Yes — this is exactly what Fynease is built for. You can mix QuickBooks Online-connected and CSV-imported entities in the same consolidation, up to 2–32 entities in a single close. Many clients with large holding structures use CSV import to avoid migrating every subsidiary to QuickBooks Online. The cost savings on QuickBooks subscriptions alone often covers a significant portion of the Fynease subscription.

After Fynease runs your transformation logic — prepaid amortization, depreciation, deferred revenue recognition, intercompany eliminations — it generates adjusting journal entries for every change. You review the queue and post back to QuickBooks Online in one click. Your QuickBooks books stay clean and in sync with your consolidated financials. Every posted entry appears in your QuickBooks journal with a reference to its source schedule.

Fynease applies IAS 21 translation automatically at consolidation. Monetary balance sheet items (cash, receivables, payables, loans) translate at the closing rate. Income statement items translate at the average rate for the period. Non-monetary items translate at the historical rate. The resulting cumulative translation adjustment (CTA) posts to other comprehensive income, not through the P&L. Rate sources are documented for every period — auditors can see exactly which rates were applied and why.

No migration required. Fynease connects to QuickBooks Online via read API and writes adjusting entries back through the standard journal entry API. Your QuickBooks files remain exactly as they are. You can join the waitlist, connect your QuickBooks Online companies, and run a test close without touching your existing setup or disrupting your current close process.

Yes. Intelligence is activated per client, not per account. Some clients get Automate only — typically simpler entities where the CFO deliverable is just clean financials. Others get Automate plus Intelligence — typically clients who receive full board packs, variance analysis, and forecasting. You can upgrade or downgrade any client at any time. The Intelligence platform base fee only applies when at least one client has Intelligence active.

No. Intelligence is an add-on built on Automate's transformed data. The reliability of Intelligence outputs — variance analysis, QoE, forecasting — depends entirely on the accrual transformation, consolidation, and audit trail that Automate provides. You cannot get trustworthy CFO reporting from raw QuickBooks data. If prepaids haven't been amortized and deferred revenue hasn't been recognized, the revenue and margin numbers feeding Intelligence are wrong before any analysis begins.

The Intelligence board pack composer generates: executive summary with CFO commentary, P&L with budget vs actuals and prior year comparisons, revenue bridge (price/volume/mix waterfall), gross margin analysis by product or service line, operating expense analysis with headcount, balance sheet and working capital summary, 13-week cash flow, KPI dashboard, and full-year forecast with scenario analysis. All figures come from Automate-transformed data, so every number in the board pack ties to the adjusted trial balance.

Fynease is a separate legal entity with its own infrastructure, entirely isolated from any other firm or practice. Client data is strictly isolated per account — no cross-client data access exists at any level. Fynease connects via QuickBooks Online OAuth. No credentials stored on Fynease servers. Your QuickBooks Online credentials never touch Fynease servers — OAuth tokens are used for API access and are never stored in plaintext. Full details are on our Security page.

No. Your clients' financial data belongs strictly to your account. No other Fynease user — including firms in the same industry, same city, or same professional network — has any access to your client data. Account isolation is enforced at the database level, not just the application layer. Fynease does not share, sell, or aggregate client financial data across accounts for any purpose.

Your QuickBooks Online files remain unchanged — all adjusting entries already written back stay in your books and are part of your QuickBooks history. Your data is exportable at any time before cancellation. Cancellation stops future close runs but does not affect anything already posted. There are no long-term contracts — Fynease is month-to-month unless you choose annual billing for the 20% discount.

Yes. When Fynease launches, every new account gets a 14-day free trial before making any payment commitment. The trial includes full access to both Automate and Intelligence — connect your QuickBooks Online companies, configure your logic, and run a complete close end-to-end. No credit card required to start the trial. No migration required.