Guide to Fynance – Accounting Tool

Below we explain how to make the most of its key features to optimize your accounting.

Dashboard

Here you’ll find a financial overview:

• Total income, total expenses, and net income for the current month.
• Unreconciled transactions.
• Quick actions: bank accounts, records, invoices, and reports.
• Financial trends over the last 6 months: profits, expenses, and net income.
  
  

Bank Accounts

• Connect your bank account: link your bank to Plaid to automatically import your transactions, without the need for spreadsheets. Once connected, Fynance’s AI assistant will be activated and start organizing and analyzing your financial information.
• Add your bank account manually: if you prefer, you can also add your bank account manually.
• Manage your connections: view and manage your bank accounts and other financial connections in one place.
  
  

Transactions

Manage and classify your financial transactions:

• Import your transactions: click Import CSV to upload a file containing your transactions if your bank account is not connected to the platform.
• Add a transaction manually: click Add Transaction and enter the required details, such as date, vendor or customer, description, type, amount, bank account, category, and notes.
• Review and reconcile your transactions: review each transaction and, once validated, mark it as “Reconciled” to keep your financial records accurate and up to date.

Financial Reports

Generate and view financial statements and reports for the full year, the current month, or a custom period.

Invoices

Configure invoice appearance and default settings:

• Upload your company logo.
• Enter bank account details.
• Add products or services.
• Add client information.
  
  

Chart of Accounts  

Organize your accounting structure and categories: income, cost of goods sold, expenses, assets, liabilities, and equity.

Users  

Manage users and their access to your Fynance account:

• Invite users as administrator, owner, accountant, or billing contact.