Fynso CFO

Stop running your business blind.

Fynso gives owners real-time clarity into cash flow, operational pressure, and the next best moves before small problems become expensive ones.

Connects in 5 minutes · No credit card required

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Good Morning, Sarah.

Read my morning brief
Ask Fynso AI
Review Top Priorities
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Cash on Hand
Today
$126K
+$8.2K
6-week floor · $50KReview forecast
MTD Revenue
May
$42.3K
+12%
Pace · 94%Review P&L
Gross Margin
MTD
54%
−3 pts
Target · 60%Review margin
Overdue AR
30d+
$12.4K
3 invoices
Chase AR
Today's top priorities
9 open actions
Cash2h ago

Cash dips below the $50K floor on May 23 — two big outflows (rent + Stripe payout delay) hit the same week.

Potential impact

$18K

AR3h ago

Acme Studio is 47 days overdue on $6,800. Two follow-up emails ignored. Lisa M. and Priya S. are also 30+ days late — $12,400 combined.

Potential impact

$12.4K

Margin5h ago

HydraFacial margin dropped from 62% to 54% — supply cost rose $12 per treatment. Switching suppliers restores $2,400 per quarter.

Potential impact

$2.4K

Fynso
Ask FynsoWhat needs attention across cash, AR, and margin today?

Securely connects to the tools you already use

Plaid logoPlaid
QuickBooks logoQuickBooks
Stripe logoStripe
Square logoSquare
Plaid logoPlaid
QuickBooks logoQuickBooks
Stripe logoStripe
Square logoSquare
What it's costing you

Most owners are running blind on the numbers that decide whether they grow

82%Of small business failures cite cash flow as the causeSource: U.S. Bank, SCORE
$3K–$8KPer month — the going rate for a fractional CFO most owners can't affordSource: Toptal, Robert Half
120 hrs/yrSpent on bookkeeping and financial admin instead of decisionsSource: SCORE, NFIB
Inside the workspace

See your cash position with proactive alerts before it’s a problem.

Connect your bank and QuickBooks to see a multi-week cash forecast, money in vs. money out, vendor timing signals, and a chat that explains any number on the screen.

Start 14-day free trial

No credit card required. Connects in about 5 minutes.

Cash Flow Forecast

Actual + projected with a cash-floor reference.

$0k$50k$100k$150k$200k
$48k
NowFloor $50k
W-2W-1NowW+1W+2W+3W+4W+5
ActualProjectedFloor $50k
Cash dips to $48k on May 23 — payroll and rent hit the same week.

The product

The CFO view you open first.

Fynso connects your bank, your books, and your tools — then surfaces the priorities, numbers, and actions that keep cash moving.

Every morning, one brief.

Start the day knowing exactly what changed overnight and what to do first — before you open another tab.

  • Replace the 45-minute scan across 4 tools
  • See dollars at risk before your first meeting
  • Walk in already knowing today’s #1 move

Mon, Apr 20

Morning Brief

Do this first

Cash dips below floor Friday

Move the vendor batch to Monday — clears the gap before payroll.

$126K

Cash on hand

$12.4K

AR overdue

3

Actions today

What changed

Cash. $126K on hand — dips to $48K Friday, below the $50K floor.

Margin. HydraFacial dropped from 62% to 54% — supplier raised parts $12/treatment.

Three priorities, ranked by dollars.

Cash gaps, overdue AR, margin drift — each tied to a dollar value and a one-click next step, ranked by impact instead of what's newest.

  • Get a proactive alert before a cash gap hits
  • No more guessing which fire to fight first
  • Every action has an owner, a dollar, and a click
Today's top priorities9 open
Cash2h
Cash dips below $50K floor Friday — vendor batch + payroll hit same week. Move vendor batch to Monday.
$18K
AR3h
Acme Studio: $6,800 overdue 47 days. Lisa M. + Priya S. also 30+ days late, $12.4K combined.
$12.4K
Margin5h
HydraFacial margin dropped 62% → 54% — supply cost rose $12/treatment.
$2.4K

The numbers that matter, live.

Cash on hand, MTD revenue, gross margin, and overdue AR — the numbers a CFO would lead with, kept current from your bank, books, and tools.

  • Audit-ready in 30 seconds, not 3 hours
  • See on-track vs slipping at a glance, daily
  • No spreadsheets, no month-end scramble
Cash on Hand
Today
$126K
+$8.2K
6-week floor · $50KReview forecast
MTD Revenue
May
$42.3K
+12%
Pace · 94%Review P&L
Gross Margin
MTD
54%
−3 pts
Target · 60%Review margin
Overdue AR
30d+
$12.4K
3 invoices
Chase AR
Synced from Stripe, QuickBooks, Square · 2 min agoAll metrics
Ask Fynso

Talk to your books. Get the answer, and the next step.

Ask anything about your business. Fynso answers with real numbers — and drafts the next move before you ask.

You ask

"Can I make payroll Friday?"

Fynso answers — and acts

Yes — $48K vs $42K needed. Acme's $6.8K deposit clears Thursday. Reminder drafted.

How it works

Connect once. Get the forward look you've been missing.

Five minutes to connect. Cash forecast, daily brief, and ranked actions from day one. No consultants, no spreadsheets, no month-end surprises.

1. Connect your bank and QuickBooks

Link your bank, accounting software, and the tools you already use in under 5 minutes. Read-only, secure, no migration.

2. Fynso reads your books and builds your forecast

Within minutes you have a multi-week cash forecast, a clean P&L narrative, and the financial signals your business has been hiding.

3. Act on the three things that matter today

Every morning, your top three actions ranked by dollar impact — with the next step already drafted. Decisions, not dashboards.

Why Fynso

You're leaving money on the table every single day

Here's what changes when you connect Fynso.

WithoutFynsoWith Fynso
Your bank account gets too low on Friday. You don't see it until Tuesday.Fynso warns you proactively, helps you push back a bill, and keeps payroll safe.
A good customer starts paying slower. You notice when they're two months behind.Fynso flags late invoices and helps you send a payment reminder — so you're not chasing months-old bills.
Your books look fine, but you still feel broke.Fynso shows what's in the bank vs what the books say — and tells you why they don't match.
You check the bank, QuickBooks, and your spreadsheet — and still don't know what's left after bills and payroll.Fynso pulls it all together and tells you what you can spend after bills and payroll.
Your CPA, bookkeeper, or fractional CFO checks in once a month. You're making the day-to-day money calls on your own.Fynso sends a daily update — what changed, why it matters, and what to do next.
You work long hours, but you can't tell why you're not keeping more money.Fynso shows each week which jobs and customers make you money — and which ones drain it.

Before Fynso, I was checking three apps every morning and still guessing on cash. Now I open one screen and know exactly where I stand, what’s tight this week, and what to do about it — before my first patient walks in.

Dr. Zeglen
Dr. Zeglen
Practice Owner

Questions

Straight answers, in plain English.

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About Fynso

Getting started

Other questions

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See your business the way a CFO would.

Connect your bank and QuickBooks in 5 minutes. Wake up to a cash forecast, daily brief, and ranked actions — on your real numbers.

14-day free trial. No credit card required.