For fractional CFOs and multi-entity companies on QuickBooks Online

Grow your fractional CFO practice
without adding more headcount.

Fynease is the close layer QuickBooks Online is missing. It handles close, consolidation, reporting, and forecasting across your entire client roster. You handle the conversations.

Built for multi-entity companies and fractional CFO teams that have outgrown Excel but are not ready to leave QuickBooks Online.

Automate the close Deliver the story 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

Most QuickBooks reporting tools start at the dashboard.
Fynease starts at the close.

Dashboards assume the numbers are already clean. Fynease prepares them. It runs the recurring accounting logic QuickBooks Online does not: accruals, allocations, intercompany eliminations, consolidations, Balance Sheet reconciliation, and lead sheets. By the time your reporting layer turns on, the numbers have already been structured, adjusted, reconciled, and signed off on.

Tools like Fathom and Joiin are not bad — they are downstream. They need clean data to work. Fynease produces that data. QuickBooks Online is the transaction system. Fynease is the close layer. CFO reporting is the output.

QuickBooks is a transaction system.
Not a financial reporting system.

Every month your team exports data, rebuilds schedules in Excel, manually consolidates entities, translates currencies, and produces financials you're never fully confident signing off on.

01

Your accrual schedules live in Excel

QuickBooks records transactions. It doesn't run prepaids, defer revenue, or amortize assets. That work gets rebuilt in a spreadsheet every single month.

02

Each QuickBooks company is an island

Intercompany eliminations, FX translation, and consolidated P&L exist in one spreadsheet — that someone rebuilds manually. Every month.

03

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.

04

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.

Built for

Two users. 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.

3–5 hrs recovered per client · 12x return on subscription

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 →

Automate the close. Deliver the story.

Own the close. Deliver the story. Works with QuickBooks Online companies and any non-QuickBooks entity via CSV or Excel trial balance or GL transaction import. Every plan includes both the close layer and the full CFO reporting layer.

The close layer

Fynease Automate

The close and consolidation layer

Connects to QuickBooks Online, applies your accrual transformation logic, consolidates across entities, and writes every adjusting entry back to QuickBooks.

  • Accrual schedules — prepaids, deferred revenue, fixed assets, loans, leases
  • Cost allocations between accounts, classes, or entities
  • Analyze and reconcile Balance Sheet accounts before signing off on monthly close
  • Intercompany reconciliation, chargebacks, and eliminations
  • Multi-entity consolidation with IAS 21 FX translation
  • QuickBooks Online write-back + audit-ready lead sheets
from $199 /month
See full feature list → Join waitlist
The CFO reporting layer

Fynease Intelligence

CFO reporting, forecasting & exit readiness

Turns Automate-cleaned financials into CFO-grade analysis and board packs. For a 6-client practice, Intelligence recovers 18–30 hours of reporting work per month.

  • Variance analysis with price-volume-mix attribution
  • Revenue and gross margin attribution by customer
  • Segment, customer, and product profitability reporting
  • KPI engine — burn, runway, gross margin, custom metrics
  • 12–24 month forecasting with scenario analysis
  • Board pack composer and client-ready PDF exports
Included in all plans
See full feature list → Join waitlist

Connect. Confirm. Close. Report.

The same logic runs every close — no manual rebuilding required. Connect QuickBooks Online, set your rules once, and Fynease does the rest.

01
Import
QuickBooks Online via OAuth or any entity via monthly trial balance or GL transaction export via CSV
02
Confirm
Review detected schedules and intercompany items, confirm or adjust
03
Consolidate
Eliminations, IAS 21 FX, and minority interest — automatic
04
Output
P&L, BS, CF, lead sheets — one-click write-back to QuickBooks
See the full walkthrough with terminal demo →

Simple plans. Everything included.

Every plan includes the full close workflow, accrual schedules, lead sheets, intercompany, consolidation, board pack PDF, variance analysis, forecasting, and revenue attribution. No feature tiers — only capacity tiers.

Starter
$199/month
1 client · 5 entities
Join waitlist
Solo
$299/month
3 clients · 10 entities
Join waitlist
Scale
$999/month
10 clients · 40 entities
Join waitlist
Enterprise
Custom
Custom clients & entities
Contact us
Included in every paid plan
Full close workflowAccrual schedulesLead sheets Intercompany reconciliationCost allocationsMulti-entity consolidation Financial statement exportsBoard pack PDFVariance analysis ForecastingRevenue attributionShare reports and analysis with client's management
Client Portal included in Solo and above.
Add-ons
Valuation
Quality of earnings, exit readiness, and investor reporting
$249/client/month
Extra client
Add clients beyond your plan limit
$129/month
Extra entity
Add entities beyond your plan limit
$35/month
Controller

1 client · 3 entities

Starter plan — every feature included
Starter plan$199
Monthly $199
Replaces ~$900/mo of manual close work
Multi-entity consolidation

1 client · 20 entities

Starter plan + 15 extra entities
Starter plan (5 entities)$199
15 extra entities × $35$525
Monthly $724
Note Volume pricing available for large entity counts
Join the waitlist · 14-day free trial at launch · Launching soon

Answers to what you're already thinking.

Is there a limit to how many entities Fynease can handle?
No hard limit. Fynease consolidates QuickBooks Online-connected and CSV-imported entities in the same engine. Plans include a set entity count and you add more at $35/entity/month. For very large consolidations, contact us for volume pricing. No migration required to start.
Does every plan include both close automation and CFO reporting?
Yes. Every paid plan includes the full close workflow (accrual schedules, intercompany, consolidation, lead sheets) and the full CFO reporting stack (variance analysis, forecasting, board packs, and revenue attribution). Plans differ only by client and entity capacity. The Valuation add-on is available per client for quality of earnings and exit readiness work.

See all questions →

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

Fynease Automate owns the close. Fynease Intelligence owns the story after.

Join the waitlist for early access. We will notify you the moment Fynease is ready.

Join waitlist
14-day trial when we launch
Scale your practice
Start free — Automate + Intelligence
Complex multi-entity setup?
Contact us