Fynn never sleeps. So you can.
Fynn works while you rest — your clients always find the answers they need. Always.
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.
Read-only by design
Fynn never writes to your client's books. It reads, summarizes and alerts.
English or Spanish
Each client picks the language their daily pulse arrives in.
No app to install
Everything happens in WhatsApp — where your clients already are.
Built for practices
One dashboard for every client company you manage.
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