Oct 27
Alerts now judge a client's settled monthly trend, so you hear about burn accelerating, runway compressing, revenue stalling or spending outpacing revenue before it shows up in a single month. Instant alerts fire the first time a client crosses a threshold, such as a low bank balance.
Oct 26
FynOps drafts a short, animated story of each client's fiscal year: sales, the ups and downs, where the money went, cash and what your team caught and corrected. You edit it, hide anything you would rather not share and approve it before it is published to the client portal.
Oct 23
Choose, per AI feature, whether bank, card, SSN and EIN numbers and personal contact details are masked before a request reaches a model. Trust & Autonomy has been rebuilt around these settings, and chat tells you what was masked.
Oct 22
Workspace owners can delete an account or an entire workspace from settings. Deletion runs a verified purge, and audit history that must be kept is anonymized.
Oct 21
FynOps warns you before an integration's credentials expire and lets you renew the key in one step, so a sync never silently stops.
Oct 20
Run your firm's periodic quality review in FynOps. Automated checks cover reconciliations, AR and AP, uncategorized and suspense balances, the chart of accounts and payroll liabilities, and reviewers score each area against your template.
Oct 20
See when a client grows beyond the scope they were priced for, or needs more chasing than expected, and price new work with complexity tiers and guardrails your firm defines.
Oct 20
Define roles that match how your firm works, and assign a service team to each client.
Oct 20
Direct messages, group chats and channels now live in the Chat Center next to your Finn chats, with mentions, notifications, unread state and presence.
Oct 19
Every change Finn or a connected AI client proposes to a client's accounting system arrives as a change set: a field-level diff you can accept or reject item by item, apply, and undo later.
Oct 19
Claude, ChatGPT and other MCP clients can now record invoices, bills, payments, deposits and more, always through a change set you approve, and run workflow prompts. API keys and activity export are available for admins.
Oct 19
Hand Finn a job too long for one chat turn, such as categorizing a month of bank transactions or merging duplicate vendors, and get the result back for review when it is done.
Oct 18
Connect FreshBooks as a client's accounting system, with reads, writes and sync. Expense receipts, invoice attachments, estimate-based projects and time entries for team utilization followed the same week.
Oct 18
Group chats into projects with standing instructions and a data scope, keep everything Finn produces as files you can open and share, and connect remote MCP servers to chat.
Oct 16
Bring ShipStation shipments into FynOps, kept current with managed webhooks.
Oct 15
Statements from Plaid-connected accounts are listed in Banking and can fill statement requests automatically.
Oct 14
Connect Odoo as a client's accounting system, with reads, writes and sync.
Sep 29
Admins can reverse the accounting writes an import made, from the Imports table, through Pending Approvals.
Sep 26
Open a client in their accounting system, click Capture in the FynOps Chrome extension, and the Pricing tool fills in from what those screens show.
Sep 26
Sync tasks and time with monday.com.
Sep 25
Import accept.blue transactions, keep them current with webhooks and sync them to QuickBooks Online, with report templates to match.
Sep 21
Credentials for every connected system are now encrypted with AES-256-GCM before they are stored.
Sep 14
Connect Claude, ChatGPT or any MCP client to FynOps with secure sign-in and ask questions about your clients' books from the AI tool you already use.
Sep 14
Turn product areas on or off for your workspace from one place, so your team sees only what it uses.
Sep 10
Every page in the app now has a built-in guide explaining what it does, with suggested questions for Finn.
