Know which clients need you before they call.
FynOps reviews every client's books each day and turns what it finds into briefs and recommendations with the evidence attached, so your team spends its time where it matters most.
Request a demoHarbor Dental Group
Cash balance falling for three months, review runway
Northline Logistics
Uncategorized spend up sharply, schedule a cleanup
Maple & Finch Bakery
Sales tax rate drift on two locations
Ridgeway Studios
Tax documents still missing for Q3
How it works
01
Watch
A daily sweep, plus a fresh check after every import, evaluates each client against your signals.
02
Explain
Each finding becomes a recommendation with its evidence, expected impact and the data behind it.
03
Act
Accept, assign, snooze or dismiss it, and FynOps tracks the outcome.
See every client clearly
One place to understand where each client stands and what to do next.
Client briefs
A concise brief for each client, built from their own data, that says plainly when a source could not be reached.
Recommendation inbox
Prioritized recommendations with evidence and impact. Decide, assign to a teammate or snooze in one click.
Workspace overview
See the total impact of open recommendations and the top items across your whole book of clients.
AI outcomes
Track the value FynOps identifies, what your team accepted and what was confirmed, kept separate so nothing is overstated.
Run the practice, not just the books
Turn insight into repeatable work, under controls you set.
Automation Studio
Build automations, simulate them on real data, version them and activate them when you are ready.
Trust and autonomy
Decide what AI may do on its own for the firm or a single client, with an emergency pause and a full history.
Client portal
Secure messages with clients, with attachments and approved delivery, in one unified inbox.
Tax document checklists
Request and track tax documents and questionnaires through the portal for every client.
Advice you can check
Every recommendation shows the evidence it was built from. Nothing is applied just because it was recommended; a person on your team decides. How we protect your data