What is a management briefing in Fynease?

A structured monthly document covering five operating lanes — revenue, gross margin, operating expenses, EBITDA, and cash and runway. Each lane answers the same four questions: what happened, why it happened, what happens next, and what management can do about it. It is produced automatically once the close locks, from the same reconciled data.

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.

What does deterministic mean in financial reporting?

It means findings are calculated from source records using fixed, reproducible logic rather than generated by a language model. The practical tests are: every number traces to a specific record, the same inputs always produce the same output, bridges reconcile exactly, and every quantified recommendation discloses its assumption. Generated commentary fails all four.

Is Intelligence included in every plan?

Yes. Every paid plan includes the complete Intelligence layer — the briefing, variance and price-volume-mix analysis, revenue attribution by customer, forecasting, KPI dashboards, AR quality scoring, and board packs. Plans differ by client and entity capacity, not by feature. There is no separate Intelligence tier to activate.

Does Intelligence require Fynease Automate?

Yes. Intelligence runs on Automate-transformed data. The reliability of every variance, bridge, and forecast depends on the accrual transformation and audit trail Automate produces. Raw QuickBooks Online data is not a sound foundation for CFO-grade analysis, which is why the two are always sold together.

What is the difference between Intelligence and Valuation?

Intelligence is the monthly reporting layer included in every plan — briefings, variance analysis, forecasting, and board packs. It surfaces transaction-readiness signals such as revenue quality and working capital behaviour on an ongoing basis. Valuation is a per-client add-on at $249 per month for formal work: quality of earnings, EBITDA normalization, DCF, and the working capital peg.

How long does it take to produce a board pack?

Once the close runs in Automate, Intelligence generates the variance analysis, KPI updates, and forecast revisions automatically. The board pack composer assembles them into a formatted package. Most practices report the assembly step dropping from a full day to under two hours, typically the same day the close completes.

Deterministic Intelligence & CFO Briefings

Valuation activates per client

Every Fynease plan includes variance analysis, forecasting, board packs, KPIs, and revenue attribution for all clients. The Valuation add-on ($249/client/month) activates per client for clients in a sale process, investor raise, or requiring quality of earnings reporting. Add it when a client needs it, remove it when they don't. Your bill reflects exactly what each engagement requires.

Your clients' data belongs to your clients. Not to us, not to anyone else.

Client data is strictly isolated at the database level — no cross-client access, no benchmarking that exposes individual client data, no access by any third party. Encrypted at rest and in transit. Full details on our Security page.

The same framework across every client

Every client gets the same briefing structure, the same bridge methodology, and the same level of rigour — regardless of industry or complexity. Your judgment and your commentary, with Fynease handling the assembly and calculation work underneath.

The ROI for a fractional CFO practice

A fractional CFO managing eight clients at an average of four hours per client per month on reporting spends 32 hours monthly on work that Intelligence largely automates. At a billing rate of $150 per hour, that's $4,800 of recovered capacity per month.

A Scale plan covering ten clients is $999/month early bird — and includes the full close layer as well as Intelligence. Against roughly $4,800 of recovered capacity, the return is approximately 5x before accounting for output quality or the additional clients you can serve with the time back.

A practitioner with 12 clients recovers a full week of capacity every month.

Getting started

Intelligence is included for every client within your plan — there is no separate Intelligence tier to activate. Start with Automate to establish a clean, controlled close. Once the close data is reliable, Intelligence uses it to brief management, update forecasts, and produce reporting from the same reconciled numbers.

Every month, Fynease briefs
your management team.