Product preview
Your bookkeeper dashboard
Every client, every QuickBooks connection, and every answer Fynn sent on WhatsApp — in one screen. This is sample data so you can see exactly what you get.
Active clients
12
3 added this month
QuickBooks connected
11 / 12
1 needs re-authorization
Answers sent this month
1,284
≈ 38 hours saved
Alerts needing you
2
Cash + overdue invoice
Clients
6 of 12 shown| Client | QuickBooks | Answers sent | Last daily pulse | Status | |
|---|---|---|---|---|---|
Martinez Construction Carlos R. | Connected | +1 (305) ••• 4412 | 214 | Today, 8:02 AM | Cash below $12,000 threshold |
Delgado Landscaping Ana D. | Connected | +1 (786) ••• 0921 | 178 | Today, 8:02 AM | All clear |
Rivera HVAC Services Luis R. | Connected | +1 (813) ••• 7745 | 156 | Today, 8:01 AM | Invoice #1042 overdue 21 days |
Sunrise Cleaning Co. Maritza P. | Syncing books | +1 (407) ••• 3388 | 12 | First pulse tomorrow | All clear |
Vega Auto Repair Jorge V. | Re-authorize | +1 (210) ••• 5567 | 143 | Yesterday, 8:03 AM | All clear |
Costa Bakery Elena V. | Connected | +1 (718) ••• 2210 | 197 | Today, 8:02 AM | All clear |
Today's activity
- 8:02 AMDaily pulse delivered to 11 clients on WhatsApp.
- 9:14 AMCarlos R. asked “How much cash do I have?” — Fynn answered from QuickBooks.
- 10:31 AMCash alert triggered for Martinez Construction (below $12,000).
- 11:47 AMAna D. asked “Who still owes me money?” — Fynn sent the A/R list.
- 1:05 PMInvoice #1042 flagged as 21 days overdue for Rivera HVAC Services.
You stay in control
- · Read-only QuickBooks access — Fynn never modifies your client's books.
- · OAuth tokens encrypted at rest. Disconnect any client in one click.
- · Fynn only pings you when something needs a human touch.
- · Every answer sent is logged, so nothing happens behind your back.