How Fynn works
From QuickBooks connection to your client's first WhatsApp answer — seven simple steps. No coding. No extra staff. Just you, Fynn, and the books you already manage.
Create your bookkeeper account
Sign up at fynnchat.com with your practice email. This becomes your central dashboard where every client lives in one place.
Connect your client's QuickBooks Online
Click 'Add client' and authorize a read-only connection to their QuickBooks Online company. It takes under 2 minutes and you stay in control of access.
Add your client's WhatsApp number
Enter the mobile number where your client wants to receive their daily pulse. Fynn works with any WhatsApp-enabled phone — no app install required.
Fynn reads and maps the books
Fynn pulls the chart of accounts, open invoices, cash balances, and recent transactions. It learns each client's business so answers are accurate and personal.
The daily pulse arrives every morning
At 8 AM, your client gets a clear WhatsApp summary: cash position, overdue invoices, upcoming bills, and anything that needs attention — in English or Spanish.
Your client asks, Fynn answers
Clients reply with questions like 'How much cash do I have?' or 'Who still owes me money?' Fynn answers instantly using live QuickBooks data.
You monitor everything from one dashboard
See all clients at a glance. Fynn only alerts you when something needs a human touch — a cash crunch, a late invoice, or a tax deadline approaching.
Read-only. Encrypted. Under your control.
Fynn uses QuickBooks OAuth with read-only permissions. We never store your login, never modify data, and encrypt every token at rest. You can disconnect a client at any time.
Ready to give your clients a 24/7 financial assistant?
Add your first client free for 14 days. Setup takes under 5 minutes.
14-day free trial · No credit card required · Cancel anytime