For accountants and bookkeepers
One login for every client you keep books for.
Accountant Pro is the Fynix plan for bookkeepers and accounting firms. Switch between client companies, export for all of them at once, and put your firm's name on the reports.
Accountant Pro
Built around a firm's day, not a single company.
- My ClientsSwitch clients from the sidebar
- Work inside any client company. Every page shows whose books you are in, with that client's figures.
- OverviewClient health at a glance
- One health score per client from 0 to 1000, with the next deadline and what needs attention.
- ExportsBulk client export
- Export reports for every client at once, for any date range, on a cash or accrual basis, following each client's fiscal year.
- Your brandYour firm's name on the reports
- White-label report headers carry your firm's name instead of Fynix.
- Bulk workBulk action tools
- Make the same correction to many records at once, such as moving them to the right account. Each change is still recorded with your name and the time.
- Year-endOne workbook per year
- Balance sheet, income statement, trial balance, general journal and aging reports in one Excel file.
Working papers
A record you can hand to a reviewer.
The books you prepare in Fynix carry their own evidence: who entered what, who confirmed it, and what changed.
- Audit trail search
- Search by user, date, action and record, and export the result as a PDF.
- Financial or administrative
- Every audit record is marked as a change to the books or a change to settings.
- Reversal chains
- Follow a correction back to the entry it reversed, and forward to what replaced it.
- Changed since you last looked
- See what your client entered or changed since your last visit.
- Roles for your team
- Owner, accountant, bookkeeper and employee roles, checked on the server for every page.
- Bring the history
- Import years of spreadsheet data and last year's figures from the filed return (T2125 or T2 GIFI), then check the reports before going live.
Pilot firms
Help shape it with your own clients' books.
The next stage of development makes Fynix ready for a pilot firm: roles and permissions, large data imports, exports and the accountant tools. If your firm would like to be considered, tell us a little about it.