Your clients are texting you right now. Imagine if Fynn answered instead.
Fynn is the 24/7 WhatsApp assistant built for bookkeepers. It answers every financial question straight from QuickBooks — while you sleep, while you work, while you live your life.
Their finances. On their phone.
Before their first coffee.
While you sleep, Fynn delivers a clear, personalized financial pulse to every one of your clients. In English or Spanish.
You're great at bookkeeping.
But your clients still call you at 7 PM asking where their money is.
You manage 15 clients. Each one needs attention. There aren't enough hours in the day.
Manual reports eat your week
Generating summaries for each client takes hours. Hours you could spend growing your practice.
Clients call for basic answers
“How much cash do I have?” “Who owes me money?” Questions you've answered a hundred times.
Problems surface too late
By the time a client notices their cash is low or an invoice is 45 days overdue, the damage is done.
Competitors offer more tech
Larger firms offer dashboards and alerts. You need a way to compete without hiring a tech team.
avg time bookkeepers spend on manual client reporting
of SMB owners don't open QuickBooks more than once a week
more likely to retain a client who receives proactive financial alerts
Three steps. Then Fynn runs itself.
Connect your client's QuickBooks
You already have access. Authorize Fynn with read-only permissions in under 5 minutes. One time, per client.
Your client gets their daily pulse
Every morning at 8 AM, they receive a clear WhatsApp message — cash, overdue invoices, upcoming payments, alerts. In English or Spanish.
You monitor everything from one dashboard
See all your clients at a glance. Fynn alerts you only when something needs your attention. Spend your time where it matters.
“I manage 18 clients on QuickBooks. Fynn saves me at least 6 hours a week and my clients think I'm a genius. Three of them upgraded their plan with me because of this.”
Your clients always find
the answers they need. Always.
Fynn monitors every client's QuickBooks 24/7. When something important happens, both you and your client get notified — before it becomes a crisis. Sunday morning included.
- 🟡Invoice due in 3 days
“Rivera invoice #1042 is due Friday — draft reminder ready to send.”
- 🔴Client 31 days past due
“Martinez Construction is 31 days late on $5,100. Escalation message ready.”
- ⚠️Cash drop alert
“Lopez Retail projected cash Friday: $1,200. Payroll is $4,800 — your client needs to act today.”
- 🏛️Tax payment coming
“14 days until quarterly IRS payment for 3 of your clients. Amounts calculated and ready.”
Read-only connection to QuickBooks Online. Your client's data is never modified.
Bookkeepers and their clients love Fynn.
“I used to find out we were low on cash the day payroll was due. Now I get a message every morning and I know exactly where we stand. It feels like having a CFO in my pocket.”
“Before Fynn, my clients called me at night asking basic questions. Now they get answers instantly and I only get involved when it really matters. It's the best retention tool I've added to my practice.”
Your clients' data is protected at every step.
Fynn is read-only, encrypted end-to-end, and built to keep bookkeepers and their clients safe.
Read-only by design
Fynn never writes to QuickBooks. It only reads and summarizes what is already there.
Encrypted end-to-end
TLS in transit and AES-256 encrypted OAuth tokens at rest — never stored in plain text.
Client data stays separate
Each client's books are isolated. A bookkeeper only sees the companies they are authorized to manage.
QuickBooks authorized
Clients approve access through Intuit's official OAuth flow. They can revoke it anytime.
One flat price. Fynn works for all your clients.
No per-message fees. No setup costs. Cancel anytime.
- Daily WhatsApp pulse per client
- Proactive alerts (cash, overdue, payroll, taxes)
- Your own monitoring dashboard
- QuickBooks Online read-only connection
- English and Spanish support
- Cancel anytime
- Everything in Starter
- Priority alert routing to you first
- Weekly profitability report per client
- Custom alert thresholds per client
- Dedicated onboarding support
- Everything in Professional
- White-label client messages (your brand, not ours)
- API access for your own integrations
- Dedicated account manager
- Custom reporting
Add your first client today.
Fynn delivers their pulse tomorrow at 8 AM.
Join bookkeepers across the US who are delivering a CFO experience to every client — without working extra hours.
14-day free trial · Setup in 5 minutes · Cancel anytime