One bookkeeper. A book of clients that used to need an entire back office.
Give every client company its own team of AI agents — Bookkeeper, AP, AR, Controller, Tax Prep, CFO. Your staff stop keying data and start directing the work: setting strategy, reviewing exceptions, approving what posts.
The hiring math broke, and you felt it first.
Add a staff member, add eight clients, repeat. That was the growth model, and it stopped working. Staff costs are up. Billing rates are not. The people you need are not available at the salaries your margins allow.
Meanwhile your senior bookkeeper logs into thirty-five separate environments a month, reconciliation is manual, and a close that should take three days takes twelve. Every busy season you promise yourself it is the last one like this.
Stop requesting data. You already have it.
FynOps connects to each client's own systems and reads what is already there. No templates to send, no forms to chase, no spreadsheet to assemble.
Close status
Continuous, ready for review by 6 AM
Exceptions queue
Only what genuinely needs a human
Cross-system match rate
Payouts to invoices, SHA-256 fingerprinted
Firm margin
Wholesale in, retail out, per client company
Shipping today
Everything below runs in the product now and can be shown in a demo.
Overnight close, every night
Agents pull the day's transactions, reconcile bank and card feeds, match payouts, categorize expenses, and draft adjusting entries while you sleep. Month-end stops being a fire drill.
Nothing posts without sign-off
Every draft routes to an approval queue with full context and a complete audit trail. You get automation's speed with a licensed professional behind every entry.
Zero-key payroll reconciliation
Drop a Gusto, ADP, or Paychex export into the File Manager. FynOps extracts gross pay, employer taxes, and withholdings, maps them to the local Chart of Accounts, and drafts a balanced journal entry.
One graph across every client system
QuickBooks, Stripe, Shopify, payroll, and documents merge into a single financial knowledge graph. Ask in plain English and get answers grounded in real ledger data.
On the roadmap
Where this vertical is going. Listed openly so you know what is built and what is not — early customers shape the order these ship in.
Practice management, connected
Pull work, deadlines, and client records from Karbon or Canopy so the agent team works from the same task list your staff does.
Client-ready advisory packets
Monthly management reporting drafted per client from live data, ready for your review and your logo.
What we connect to
You connect systems. You never migrate off them.
Built for Accounting Firms
QuickBooks Online
Primary ledger for most client companies
Xero
Full parity for firms with international clients
Stripe, Shopify, PayPal, Clover
Merchant activity normalized into canonical transaction types
Gusto / ADP / Paychex
Payroll statements parsed into balanced journal entries
Plaid
Direct bank and card feeds, independent of the accounting close
Karbon / Canopy
Practice management — work, deadlines, client records
Plus everything else in the catalog
24 connectors and counting, available on every workspace regardless of market.
And anything else you run
The list above is where we've started, not where we stop. If your clients run something we haven't connected yet, that's a conversation — not a dead end.
Zapier and Make
Both are supported as first-class connections, which puts several thousand more apps within reach without anyone writing code.
Inbound webhooks
Any system that can send an HTTP request can push data into your workspace, signed and validated on arrival.
Custom connectors
Gearfire, ServiceFusion, and Walmart were all built because a customer asked. Some run through our browser automation service, for systems that offer no usable public API at all.
QuickBooks AI sees QuickBooks.
Intuit and Xero are both shipping AI inside their own products, and it is good at what it can see. But your client's reality is QuickBooks plus Stripe plus Shopify plus payroll plus a bank feed that does not arrive clean. The unification problem sits structurally outside their lane — Intuit's incentive is to keep clients in QuickBooks, not to make QuickBooks and Stripe agree. That gap is the whole product.
See it against your own clients.
Connect one client and see the output before you commit to anything. Same per-entity pricing as every other FynOps workspace.
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