First Steps

Your first session takes about 10 minutes: check your company and profile, connect your bank, then review the Dashboard.

Check your company and profile

1. Sign in at app.fynance.co.
2. In the top bar, confirm the company name shown next to your role (for example, ADMIN). If you manage more than one company, click it to open Switch company and pick the right one. Use + Add another company to add a new one.
3. Click your initials (top right) and choose Manage account. On the Profile tab, upload a photo (JPG, PNG or GIF, max 2 MB) and confirm your name, then click Save changes. The Companies tab lists every company you can access.

Connect your bank account

1. Go to Bank Accounts in the sidebar and click Connect account.
2. Read the summary and click Connect account again. The connection runs through Plaid: choose your bank and sign in. Fynance never sees or stores your bank password.
3. Pick the accounts to connect (checking, savings, credit card).
4. History: choose how far back to import transactions.
5. Opening balance: confirm the starting balance so your reports match your bank.
6. Fynance imports and categorizes your transactions, and Fyn starts working on them.

Each connected account then shows a Connected badge, its balance In Fynance, and whether it matches your bank. Use the refresh icon on a card, or Refresh transactions at the top, to pull the latest activity.

Connect Stripe

If you receive payments through Stripe, connect it on the same page. On Bank Accounts, click Connect Stripe, sign in to your company's Stripe account and approve the connection. Stripe then appears in the list as a Payment processor, with its balance In Fynance. See How to Connect Stripe.

Coming from QuickBooks or Xero?

Enter your opening balances right after you create your account, so your Balance Sheet starts correct. See Opening Balances.

No bank connection? Add a manual account

1. On Bank Accounts, click Add Manual Account.
2. Fill in Account name (for example, Petty Cash), Bank name, Account type, the last digits of the account number, and optionally the routing number.
3. Enter the Opening balance and the Opening balance date (the date that balance was recorded).
4. Click Save Account. You can then bring in transactions with Import CSV (see Managing Transactions).

Set up your invoices and connect your Stripe

1. Go to Invoice → Settings: Open invoice settings.
2. Upload your company logo to personalize your invoices.
3. Connect your Stripe account to receive invoice payments.

Read your Dashboard

• Revenue, Total Costs & Expenses, Net Income for the selected period. Change the period with the filter at the top right (for example, Current Year). Totals include confirmed transactions only.
• Pending review banner: transactions still waiting for you. Click Review to handle them.
• Quick Actions: shortcuts to Bank Accounts, Transactions, Invoices and Reports.
• Financial Trend - Last 6 Months: revenue, expenses and net income by month, as Bars or Lines.