Most valuation tools start with assumptions. Fynease starts with your adjusted ledger. Quality of earnings, DCF, and working capital peg — calculated from the same data you use to close the books every month.
Every output is built on your Automate-adjusted ledger. Not on numbers you typed in this week.
Assess the sustainability and defensibility of reported profitability. Built on your adjusted trial balance — not a spreadsheet someone assembled the week before due diligence.
Discounted cash flow and multiple-based valuation with scenario modelling. Assumptions are anchored to actual financial performance, not estimates you entered manually.
The agreed working capital level a seller must deliver at close. Calculated automatically from your Balance Sheet reconciliation — on audit-ready numbers, not a snapshot taken the week before signing.
A buyer's accountant will spend the first week of due diligence reconciling the Balance Sheet and questioning the revenue numbers. If you have been running Automate, those answers are already documented, timestamped, and traceable to source. You are not defending your numbers. You are explaining your adjustments.
Fynease Automate has been running accrual schedules, reconciling the Balance Sheet, and posting entity-level adjusting entries for months before the term sheet arrives. The QoE starts on a clean ledger, not a raw QuickBooks export.
Every number in the valuation traces back to an adjusting entry with a source, a timestamp, and a user. When the buyer asks where a number came from, you open the lead sheet and show them.
The working capital peg pulls from your Balance Sheet reconciliation data — the same reconciliation you signed off on every month. It is not an estimate. It is the number your process produced.
EBITDA normalization requires a judgment call no software can make for you. You need to decide which items are genuinely non-recurring. That is where your expertise as an advisor sits. Fynease handles everything else.
Fynease builds the foundation: adjusted ledger, clean trial balance, reconciled Balance Sheet. You decide which revenue items are truly recurring and which expenses are genuinely one-time. That judgment is not a gap in the software. It is the reason your client hired you instead of a calculator. Fynease gives you the cleanest possible starting point so that judgment is fast, defensible, and documented.
Yes. The power of Fynease Valuation comes from the fact that the underlying accounting data is already clean. The QoE, DCF, and working capital peg all pull from your Automate-adjusted ledger. Without Automate running the close, the valuation module would need manual inputs — which defeats the differentiator entirely.
If you have been running Automate, the working capital peg and DCF inputs are already populated. QoE analysis typically takes a few hours because EBITDA normalization requires your review. Most fractional CFOs using Valuation can produce a complete transaction package in under 72 hours of receiving a term sheet — versus the two to three weeks a traditional engagement would take.
No. Valuation is a per-client add-on at $249/client/month. It activates when a specific client is in a transaction process and deactivates when the engagement ends. You do not pay for it across your full roster — only on the clients who need it.
The QoE output includes a normalized EBITDA bridge, revenue quality classification, non-recurring item schedule, and adjustments documented with source references from the adjusted ledger. It is formatted for presentation to a buyer, a lender, or an investor — not for internal review only.
Join the waitlist. When we launch, Valuation is available as an add-on on any paid plan.
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