Variance analysis, forecast updates, board packs, and segment reporting — generated from your close data. Included in every Fynease plan. Add Valuation ($249/client) for clients in a sale or raise process.
Fynease Automate gives you audit-ready financials. Intelligence turns those financials into the analysis, forecasting, and reporting that fractional CFOs and finance leaders actually deliver to clients.
A fractional CFO managing eight clients spends three to five hours per client every month rebuilding the same reports in Excel. Variance analysis. KPI dashboards. Margin bridges. Forecast updates. Board packs. The work is repetitive, the templates are fragile, and the output is only as good as the underlying data — which, without Automate, isn't trustworthy to begin with.
Intelligence eliminates the assembly work. Because it runs on Automate's already-transformed data, every report is accurate by definition. There's no re-keying, no template updating, no version control problem. The CFO's time goes into judgment and client conversation — not spreadsheet maintenance.
Intelligence doesn't connect directly to QuickBooks Online. It consumes the output of Automate — the accrual-adjusted, intercompany-eliminated, foreign-currency-translated, consolidated financials that Automate produces. That's what makes Intelligence outputs trustworthy. You cannot get reliable CFO-grade analysis from raw QuickBooks Online data.
Intelligence covers the full CFO reporting stack — from monthly variance analysis to long-range forecasting and exit readiness reporting.
Actual vs. budget vs. prior period across every line. Driver-level explanation of what changed and why — volume, price, mix, one-time items. Formatted for executive presentation, not just accounting review.
Decompose revenue and margin movement into price, volume, and mix components across products, customers, and business segments. The analysis that separates real performance from noise.
See exactly where revenue and gross margin are coming from — by customer, segment, and product line. Every number traces back to the close data Automate produced.
Define any reporting dimension — customer group, product line, geographic segment, or business unit. Fynease allocates revenue and costs and produces contribution margin by segment every close.
Classify revenue as recurring, non-recurring, one-time, or project-based. Cohort analysis, customer concentration, churn indicators, and revenue predictability scoring — the analysis any investor or acquirer will ask for first.
Analyze accounts receivable aging by customer, assess collection risk, and score AR quality across your portfolio. Identify concentration risk and flag receivables that need attention before they affect cash position. Understand the true collectability of what's on the Balance Sheet.
Fixed vs. variable cost decomposition, contribution margin by product and segment, breakeven revenue calculation. Margin sensitivity to volume and price changes — essential for pricing and growth decisions.
Track burn rate, runway, DSCR, gross margin, customer acquisition cost, lifetime value, and any custom metric relevant to your client's business. Actual vs. target with trend visualization.
12 to 24 month driver-based projections with base, upside, and downside scenarios. Sensitivity analysis across key assumptions. Forecast vs. actual tracking with automatic refresh each close cycle.
Normalized EBITDA calculation, one-time item identification, working capital analysis, and revenue quality assessment formatted for a sale process or investor due diligence. Know what a user will find before they ask.
Assemble monthly or quarterly board packs from your Intelligence outputs — financial highlights, KPI dashboard, variance commentary, forecast update, and key decisions required. Consistent format across every client, every period.
Intelligence is designed specifically for the fractional CFO model — multiple clients, limited time, and a need to deliver consistent, high-quality analysis without rebuilding everything from scratch each month.
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.
Fynease is a separate legal entity with its own infrastructure. Client data is strictly isolated per account. No cross-client data access. No benchmarking that exposes individual client data. No access by any third party, including any firm that builds on or partners with Fynease. Full details on our Security page.
Every client gets the same report structure, the same analysis methodology, and the same level of rigor — regardless of their industry or complexity. Your brand, your commentary, but Fynease handles the underlying assembly and calculation work.
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.
Intelligence for eight clients costs roughly $400 per month. The return on subscription is approximately 12 times before you account for the quality improvement in the output or the additional clients you can now serve with the recovered capacity.
The more clients you manage, the more dramatic the leverage. A practitioner with 12 clients recovers a full week of capacity every month.
Intelligence requires Automate. If you're not on Automate yet, start there — your first QuickBooks Online company is included in the platform base. Once your close is clean and consistent, activate Intelligence on whichever clients need CFO-grade reporting.
Every Fynease plan includes the full Intelligence feature set — variance analysis, forecasting, KPIs, board packs, and revenue attribution. The Valuation add-on activates per client for QoE and exit readiness work.
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Intelligence turns your clean Automate financials into CFO-grade reporting automatically. Your time goes into advising clients — not assembling spreadsheets.