Practice software for CA firms, built on expertise. Not on spreadsheets.
Every month your team collects statements, matches bank lines to the books by hand and rebuilds the same MIS. FynHelp reads the documents, matches what ties out and leaves your team only the lines that need a decision.
Works alongside Tally and Zoho: upload their exports, keep your ledger where it is.
Built for Indian CA firms that close books for business clients every month
Set up your firm and read your first statement in five minutes.
Free trial, 14 days from your first upload · No card needed
Start free trial →Your firm's growth ceiling isn't clients. It's your team's time.
Every new client adds the same manual matching and report building, every month.
Month-end eats your team alive
Juniors rebuild the same reports for each client from scratch. Same data, same format, same process, every month.
Errors that find you at the worst time
A mismatched entry spotted after the report goes out. Manual work produces manual mistakes — and your reputation absorbs every one of them.
You can't scale what you can't automate
Every new client is a net cost to your team's capacity. Hiring junior staff to handle volume eats the margin that made growth worthwhile.
Your senior people are doing junior work
Your partners have the expertise to advise clients and build relationships. Instead, they're reviewing Excel sheets that should have been ready days ago.
Connect once. Deliver for every client.
Upload
Bank statements, Tally exports, invoices, GST and TDS registers. CSV, Excel, Tally XML, PDF or photos.
Extract
Each line is read into date, amount and counterparty. Low-confidence lines go to a review queue.
Reconcile
Bank matched to books: exact, same-day, fuzzy, your rules, then split payments.
Review
Your team decides the exceptions, a partner signs off the MIS.
Everything your team was building by hand. Now built automatically.
Monthly client MIS
Built from matched lines only, with every figure linked to its source. PDF and Excel.
Exception queue
Every unmatched line with a reason code. Match, ignore or book it, with a note on the audit trail.
Document chaser
Follow up clients for missing statements by email or a WhatsApp link.
Portfolio view
Every client's close status for the month in one place, with partner sign-off.