For Fractional CFOs

You built a CFO practice.
Not a spreadsheet business.

Close and reporting software for fractional CFO practices on QuickBooks Online. You're spending hours every month, per client, rebuilding the same close and the same reports. Fynease standardizes the close across your roster, then briefs each client's management team from the same reconciled data. Your time goes into advising, not assembling.

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Your practice on one screen

Every client, every close,
attention first.

The portfolio home shows every client in your practice: cash, runway, close progress, the last closed month, how fresh the data is, and the next action. Clients that need you sort to the top, so you know where this week goes before you open a single client file.

Fynease portfolio home for a practice of six clients: cash, runway, close progress for August 2026, last closed month, data freshness and the next action for each, with the two clients whose data is one and two months behind sorted to the top

The portfolio home: every client, its close progress and the next action, attention first. Illustrative clients built from demo data.

What changes for the practice

The ceiling on your practice
isn't clients. It's hours.

Close work and reporting scale with client count. Every client added means another set of schedules, another intercompany reconciliation, another report rebuilt from the template. Fynease takes that mechanical work off the roster, so what is left on each client is review, judgment, and the conversation with management.

📋

The same standard for every client

Every client closes through the same workflow and receives a briefing built the same way. The quality of what you deliver no longer depends on which client got your time this month.

🔎

Review priorities, not rebuilds

Each close becomes a review of what Fynease could not resolve on its own. Across the roster, the portfolio home tells you which client needs you first and what the next action is.

📈

Room for the next client

A practice whose close is standardized can take on the next client without adding a controller or another spreadsheet. The hours that come back go to new clients or deeper advisory work on the ones you have.

What runs underneath

Automate the close. Automate the briefing.
Keep the judgment for yourself.

The close: Fynease Automate

Connect each client's QuickBooks Online companies and configure their schedules, allocations, and intercompany relationships once. Fynease runs the close every month and posts approved entity-level adjusting entries back to QuickBooks Online. Entities outside QuickBooks Online join through a trial balance or GL import. See what Automate runs.

The briefing: Fynease Intelligence

When the close locks, each client's management briefing is ready, built from the same reconciled data. You review it, add your judgment, and walk your client through it. See what Intelligence includes.

Valuation, only for the clients who need it

The Valuation add-on ($249 per client per month) adds an indicative quality of earnings, normalized EBITDA, and working capital peg from the same close data. Its outputs are for internal planning, not for third parties. See Valuation.

Your data is your clients' data

Your clients' financial data belongs to your clients. Client data is strictly isolated at the database level: no cross-account access, no benchmarking that exposes individual client data, no access by any third party. Fynease connects to QuickBooks Online via OAuth only. Your credentials never touch Fynease servers. Full details on our Security page.

Getting started

Start with one client on QuickBooks Online whose close you know well. Connect it, let Fynease read the ledger and propose the schedules, and compare them and the draft entries with the close you already run. Nothing posts to QuickBooks Online until you approve it. When the two agree, add that client's other entities, then the next client.

Fynease briefing showing Revenue, Gross Margin, and Operating Expenses lanes, each answering what happened, why it happened, what's next, and how to make it happen

The briefing your client's management team receives: Revenue, Gross Margin, and Operating Expenses lanes. Demo data.

Pricing for a fractional CFO practice

Plans built for practices. Not per-feature billing.

Every plan includes both the close layer and the full CFO reporting stack. Add clients or entities as you grow. The Valuation add-on is priced separately, per client.

Solo practice · 3 clients

Solo plan: close + full CFO reporting included
Solo plan (3 clients, 10 entities)$299
Monthly $299
Estimate: ~15 hours a month of close and reporting time, about $1,125 (6 entities)

Growing practice · 6 clients

Firm plan + 1 extra client: full CFO reporting
Firm plan (5 clients, 15 entities)$499
1 extra client$129
Monthly $628
Estimate: ~30 hours a month of close and reporting time, about $2,250 (12 entities)

Established practice · 10 clients

Scale plan: full roster, all features
Scale plan (10 clients, 30 entities)$999
Monthly $999
Estimate: ~50 hours a month of close and reporting time, about $3,750 (20 entities)

How the time figures are worked out: about 2.5 hours of close and reporting work per entity per month, valued at $75 an hour, or about $190 per entity per month, at an average of 2 entities per client. Hours you bill to clients are worth more than $75. It is time freed for the practice, not a cash saving that disappears from your costs.

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Common questions

Questions from fractional CFOs

Answers on managing multiple clients, data isolation, pricing, and what changes in your delivery model.

How does Fynease help a fractional CFO practice scale?
It removes the work that scales linearly with client count: balance-sheet schedules, intercompany reconciliation, consolidation, and the monthly reporting rebuild. The hours that come back can go to new clients or to higher-value advisory work. For a growing practice, close capacity can become the constraint before advisory capacity does.
Can I manage multiple clients from one Fynease account?
Yes. Fynease is built around the firm-client-entity structure. Each client's data is isolated, with separate close workflows, reporting, and briefings, all managed from a single account. The portfolio home shows close progress, runway status, and outstanding items across every client so you know what needs attention before opening a file.
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 can access your clients' financials. Fynease does not use client data for benchmarking, model training, or any purpose outside your engagement, and connects to QuickBooks Online through OAuth so credentials never reach Fynease servers.
What do I actually deliver to my clients with Fynease?
A clean, signed-off close with audit-ready lead sheets, and a monthly management briefing covering revenue, gross margin, operating expenses, EBITDA, and cash and runway. Each lane explains what happened, why, what is already committed, and which levers are available. For clients who need it, the paid Valuation add-on adds an indicative quality of earnings, normalized EBITDA, and working capital peg from the same data, for internal planning rather than for third parties.
How is Fynease priced for a practice with multiple clients?
By client and entity capacity, not by feature. Pricing runs from $199 per month for one client and three entities, then Solo at $299 for three clients and ten entities, Firm at $499 for five clients and fifteen entities, and Scale at $999 for ten clients and thirty entities. Additional clients are $129 per month and additional entities $35. Every plan includes the full close layer and the full Intelligence layer.
Do my clients need to leave QuickBooks Online?
No, and that is the point. Fynease is built for practices whose clients have outgrown Excel but have no reason to move to an ERP. It connects to QuickBooks Online, runs the close, and writes approved adjusting entries back. Clients on other systems can still be consolidated through trial balance or GL import.
How quickly can I get a new client running?
Connect their QuickBooks Online companies through OAuth, then configure schedules, intercompany rules, and consolidation structure. Fynease detects candidate schedules from the general ledger, so most of the setup is reviewing and confirming rather than building from scratch. After the first close, the configuration runs automatically each period.

Take on the next client
with the hours Fynease gives back.

Every new account starts with a free 14-day trial. Full access to the close layer and Intelligence. No credit card required.

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