You're spending 3–5 hours per client every month rebuilding the same reports. Fynease runs the close and delivers the CFO reporting. Your time goes into advising — not assembling.
Most fractional CFOs hit a wall at 8–10 clients. Not because they run out of demand. Because close work and reporting eat every hour that isn't already committed to client calls. Fynease breaks that ceiling.
Running prepaid schedules, posting intercompany entries, reconciling balance sheet accounts — this is controller work. But if your client doesn't have a strong controller, it lands on you. Fynease Automate handles it so you don't have to.
Variance analysis. KPI dashboards. Board packs. You built the template once. Now you update it every month for every client. The work is repetitive, the output is fragile, and it eats hours that should go into actual CFO work.
A new client opportunity arrives. You look at your schedule and pass — you're already at capacity. Not because you're out of expertise. Because you're out of hours. Fynease gives you those hours back.
Fynease is built around the fractional CFO model — multiple clients, per-client configuration, consistent output across your entire roster.
Connect each client's QuickBooks Online companies to Fynease. Configure their accrual schedules, cost allocation rules, and intercompany relationships. Fynease runs the close every month — prepaids, depreciation, deferred revenue, loan schedules, intercompany reconciliation, consolidation, foreign currency translation — and posts adjusting entries back to QuickBooks Online automatically.
Clients on QuickBooks Desktop or without a full QuickBooks Online setup import via monthly trial balance or GL transaction export via CSV and consolidate alongside QuickBooks Online-connected entities in the same engine.
Every Fynease plan includes the full CFO reporting stack — variance analysis, forecasting, board packs, and Commentary AI. For clients preparing for a sale or investor raise, add the Valuation module ($249/client/month). It activates per client, only when you need it.
Valuation pulls directly from the close data — quality of earnings, normalized EBITDA, working capital analysis, and exit readiness reporting. No re-keying, no separate import. The numbers are already clean.
The Intelligence client roster dashboard shows every client in your practice — close status, reports ready, outstanding items, and where your attention is needed. No more opening eight separate tabs to check where each client stands in the month-end cycle.
If you're currently at 8 clients and spending 4 hours per client per month on close and reporting, that's 32 hours. At 10 clients it's 40 hours. The ceiling isn't expertise — it's the mechanical work that repeats every month.
Fynease reduces that to roughly 1 hour of review per client per month. At 8 clients, you recover 24 hours. At 10 clients, you recover 30 hours. That's 2–3 additional clients you can take on with the recovered capacity — before you've changed anything else about how you work.
A fractional CFO billing $150 per hour who recovers 24 hours per month can either pocket $3,600 of recovered margin or add $7,200 of new revenue by taking on two additional clients. The Fynease subscription for that practice costs around $1,000 per month. The math is straightforward.
Your clients' financial data belongs to your clients. Not to us. Not to anyone who builds on or partners with us. You are a CFO practice. You cannot send your clients' financial data through a platform that has any connection to a competing CFO firm. Fynease is a separate legal entity with its own infrastructure. Client data is strictly isolated per account. No third party — including any firm that builds on or partners with Fynease — can access your client data. Full details on our Security page.
Start with one client on Automate. Pick your most QuickBooks Online-heavy client with the most complex close — prepaids, deferred revenue, intercompany, multi-entity. Configure their logic. Run one close cycle. Once you see how it works, rollout to the rest of your roster takes an afternoon per client.
Every plan includes both the close layer and the full CFO reporting stack. Pick the plan that fits your roster size. Add clients or entities as you grow. The Valuation add-on ($249/client) activates per client for QoE and exit readiness work.
Join the waitlist. When we launch, every account gets a 14-day free trial before any commitment is required.