Getting Started
Set up Fynance and learn the basics.
Set up your company, connect your bank and get to know the Dashboard in about 10 minutes.
What opening balances are and how to bring them from QuickBooks, Xero or another system when you start using Fynance.
Understand what Fynance takes care of and what still needs you or your accountant.
Use Fyn, the Fynance AI assistant, to get answers and act on your books in any language.
Switch between companies, add a new one and keep each company's data separate.
Bookkeeping Basics
Simple habits and terms to keep your books in order.
A simple weekly habit that keeps your books up to date without piling up work.
How to store receipts and invoices so you can prove every expense when your accountant or the IRS asks.
Plain-language definitions of the accounting terms you will see in Fynance.
Fynance keeps your books on a cash basis. Learn what that means, who it works well for and how it differs from accrual.
Transactions & Banking
Bank connections, transactions, transfers and categories.
Review, confirm and categorize transactions, handle transfers, and add or import transactions.
A quick reference for the right category of the transactions international founders see most often.
Understand transfers between your own accounts and resolve the ones still waiting for a match.
Record card purchases as expenses and the card bill payment as a transfer, without counting twice.
Bring in the months before your bank connection so your reports cover the full year.
Reconnect a bank that stopped syncing, disconnect an account or move to a new bank.
Everyday Situations
How to record common real-life cases in Fynance.
What to do when you pay a business expense personally, or a personal expense with the company account.
How to record money you returned to a client, money a vendor returned to you, and Stripe disputes.
How to record money you receive or spend in cash, outside your bank accounts.
When a purchase like a laptop or furniture is an asset, and when it is a simple expense.
How to record money you lend to the company, money it lends to you, and repayments.
How to categorize contractor payments and which forms to collect from US and international contractors.
Reports & Taxes
Financial statements, monthly close and tax readiness.
Generate your Profit & Loss and Balance Sheet for any period and export them to PDF or Excel.
Close each month in about 15 minutes: clear pending items, check balances and export your reports.
Prepare a complete, reviewed Profit & Loss and Balance Sheet for the full tax year.
Invoices & Payments
Bill your clients and get paid.
Set up your invoice details, then create, send or schedule invoices for your clients.
Connect Stripe so clients can pay invoices online and your Stripe activity flows into Fynance.
Let clients outside the US pay you online with Stripe or by international wire.
Account & Settings
Users, access, security and your subscription.
Manage your categories, invite users, see your plan and connect Fynance to your AI assistant.
Invite your accountant or bookkeeper to work on the same data you see.
Fynance plans, the free trial, and how to change your plan, payment details or cancel.
How Fynance protects your bank connection and your financial data.
Troubleshooting
Fix common issues.