Built to make month-end feel finished
Documents extracted, transactions matched, narrations drafted and clients followed up — automatically, so your close is a review, not a scramble.
- 3 bank feeds connected · 5 new lines
- Refs read on 5 lines · 0 manual entry
- 4 lines tied out to the ledger
- 1 variance held back · ₹4,120
- WhatsApp sent to Kalyani Logistics
- Client replied with the missing bill
- Reason code written · short receipt
- Exception pack queued for partner
Connect the dots between the documents your clients send and the close your firm signs off on.
Built for measurable progress
How FynHelp keeps
your close clear
Not another ledger. A layer above the one you have that removes the part of the month your team should never have been doing by hand.
Document intake, classified
Statements, invoices and GSTR files read into structured lines the moment they land.
Exact → fuzzy → your rules
What ties out collapses out of the queue. What doesn't arrives with the rule that flagged it.
Queues split by role
Junior review and partner sign-off are separate objects, not one list with a filter.
Source-linked numbers
Every figure in every pack is one click from the bank line it came from.
Give your firm back
the week it loses
Priced per client entity, never per seat. Onboard the whole practice, keep your ledger exactly where it is, and start with the entities that hurt most.
How FynHelp simplifies
your month-end
One workspace for every entity: what came in, what matched, what needs a decision and what is ready for partner sign-off.
See the live demo
Four things quietly eat your firm’s week
Document chasing
“Where’s the August statement?” on WhatsApp, then email, then WhatsApp again. Across 30 clients, that’s a junior’s week.
Manual reconciliation
Bank in one tab, books in another, GSTR-2B in a third. Hundreds of lines matched by hand to find the few that don’t tie.
Rework after review
Junior → manager → partner → back again, with nothing recording why something was flagged the first time.
Sign-off on faith
A finished P&L with no visible trail back to source is a signature you can’t defend later.
Extract → Recon → Narrate → Chaser
Four moving parts and two guarantees — the same vocabulary you’ll see on the pricing table below. No second product, no renamed modules.
Extract
Multi-format documents classified and read into structured lines.
All plansRecon
Exact, fuzzy and firm-rule matching with variance thresholds you set.
All plansNarrate
A plain-language monthly note grounded in the matched lines.
All plansChaser
Automated document follow-ups, on the channel clients reply on.
Professional+Audit trail
Who changed what, when, and from which source line. Exportable.
All plansUnlimited users
Your whole firm, every role. Never priced per seat.
All plansOne pipeline, four jobs
Watch the work itself: a document being read, bank lines locking to ledger lines, a narration typing out with its source clipped on, and a follow-up that sends and closes.
Extract
Documents classified, read and lifted into structured lines — amount, date, GSTIN, counterparty.
Recon
Bank lines drift toward ledger lines and lock. What doesn't lock stays visible — a step, not a failure.
Narrate
A narration writes itself out and clips its source document to the end. Deliberate, reviewable.
Chaser
A quiet, polite nudge that sends and fades. If something is still missing, it asks once more.
Four steps from connection to a clean MIS
Connect your data
Read-only links to Tally, Zoho and bank feeds. No migration, nothing switched off.
We extract & match
Documents classified and reconciled — exact, then fuzzy, then your firm's rules.
Review exceptions only
Genuine mismatches surface with a reason code and a link to source.
Client gets a clean MIS
A source-linked pack with a narrative your client can actually read.
A checklist, not a sales pitch
No dummy numbers, ever
If we don’t have the data, the space stays empty. Never a placeholder figure dressed as real.
Every match is explainable
Each matched or flagged line names the rule behind it. Never “AI decided”.
Read-only, revocable
We read; we never write to your ledger. Revoke any connection at any time.
Full audit trail
Every action logged and exportable, so a review reconstructs months later.
Hosted in India
Client data stays on Indian infrastructure. Certifications published only once verified.
No training on your data
Learning is scoped to your firm and the client it came from. Never shared models.
Better financial health starts with better information
“We stopped opening three tabs per client. The exception queue is the only screen my seniors touch now.”
“Every figure in the pack traces back to a bank line. That is what made partner sign-off quick.”
“The chaser alone gave a junior back most of her week. Clients reply where they already are.”
Choose a plan that fits
Annual billing saves 15% on every plan. Fewer than 3 entities? The pilot is free.
- 15 client entities included
- Extra client ₹149 (cap 25)
- Extract, Recon, Narrate
- Full audit trail
- Unlimited users
- 40 client entities included
- Extra client ₹119
- Everything in Starter
- Chaser follow-ups
- White-label client packs
- Priority processing
- 100 client entities included
- Extra client ₹99 (no cap)
- Everything in Professional
- Multi-partner dashboards
- API access
- Dedicated success manager
Got questions?
We’ve got you covered
Do we have to switch off Tally or Zoho?
No. FynHelp reads from them. Your ledger stays where it is and stays the system of record — we add the extraction, reconciliation and review layer on top.
What does my team stop doing?
Line-by-line matching of transactions that were always going to tie out, and chasing documents by hand. Your team keeps the judgement: exceptions, treatment decisions and sign-off.
What counts as an active client entity?
One set of books you process in a given month — a company, LLP or proprietorship with its own ledger. Entities you don't process that month don't count.
How is client data kept safe?
Read-only, revocable connections, India-hosted data, and an exportable audit trail on every action. We publish certifications only once independently verified.
Do you train AI models on our data?
No. Your clients' books never train shared or global models. Pattern learning is scoped to your firm and the individual client it came from.
Run your next monthly close through FynHelp
We’re onboarding firms managing 5 to 40+ client entities directly — set up by the founding team, not a self-serve signup form.