Month-end close for CA firms, without the scramble
Four agents collect your clients’ documents, reconcile bank to Tally or Zoho, and draft a source-traceable MIS. Your team reviews the exceptions, and a partner signs.
Less time on matching, less effort chasing, and more clients closed by the same team.
per month on Scale
Hire four agents.
You make the calls.
Each agent has one job. They start on their own, show their work, and come to you only when a decision is yours. The partner signs off.
Recon matches the bank to your books
Starts by itself once the books are in. Exact, close and your own rules, and it leaves only the odd lines for you, with the reason beside each.
Chaser follows up with your clients
Polite WhatsApp or email reminders. Your client taps Upload, no login, no app. You see who sent what, and who promised when.
- Dates and amounts read
- Parties and references found
- 7 bank lines structured
Extract reads your papers
Statements, Tally files, even photos. Read in seconds and checked before anything is used.
Narrate writes the monthly report
A client-ready MIS in one click, with every figure traceable to the bank lines behind it.
- Extract: statement and day book read
- Recon: 5 of 7 matched
- 2 exceptions decided
- Report generated
The partner signs off
Agents prepare. A person decides. One tap closes the month.
Your control room
One screen for what the agents finished and what needs you. If a document can’t be read, they tell you on WhatsApp.
Sample data: Sundara Textiles, September. Your own clients appear here once you upload.
How FynHelp keeps
your close clear
Not another ledger. A layer above the one you have that removes the part of the month your team should never have been doing by hand.
Document intake, classified
Statements, Tally exports and GST and TDS registers read into structured lines automatically, cutting manual entry.
Exact → fuzzy → your rules
Transactions match fast and accurately, surfacing only the exceptions that need judgement.
Queues split by role
Juniors prepare documents and exceptions, partners review and sign off, so seniors spend time on judgement.
Source-linked numbers
Every figure traces back to source, so even small practices can deliver records clients trust.
How FynHelp simplifies
your month-end
One workspace for every entity: what came in, what matched, what needs a decision and what is ready for partner sign-off.
Four things quietly eat your firm’s week
Month-end is four jobs your team does by hand. FynHelp gives each one to an AI agent that starts on its own, shows its work, and comes to you only when a decision is yours.
Document chasing
“Where’s the August statement?” on WhatsApp, then email, then WhatsApp again. Across 30 clients, that’s a junior’s week.
Manual reconciliation
Bank in one tab, books in another, GSTR-2B in a third. Hundreds of lines matched by hand to find the few that don’t tie.
Rework after review
Junior → manager → partner → back again, with nothing recording why something was flagged the first time.
Sign-off on faith
A finished P&L with no visible trail back to source is a signature you can’t defend later.
Four jobs, four agents. You still make the calls, and the partner still signs off. See the agents at work
Extract → Recon → Narrate → Chaser
Four moving parts and two guarantees — the same vocabulary you’ll see on the pricing table below. No second product, no renamed modules.
Extract
Multi-format documents classified and read into structured lines.
All plansRecon
5 matching passes: exact, same-day, close, your firm’s rules and split payments. Every exception gets a reason code.
All plansNarrate
A monthly MIS built from matched lines, every figure linked to source.
All plansChaser
Scheduled email follow-ups for missing documents, plus a WhatsApp quick-send link.
Email on all plans, WhatsApp on Firm+Audit trail
Who decided what, when, with the note they left and the source line it touched.
All plansUnlimited users
Your whole firm, every role. Never priced per seat.
All plansFour steps from connection to a clean MIS
Bring in the documents
Upload bank statements and Tally or Zoho exports, or let clients email them in. No migration, nothing switched off.
We extract & match
Documents are read, then bank is matched to books in 5 passes: exact, same-day, close, your firm’s rules and split payments.
Review exceptions only
Genuine mismatches surface with a reason code and a link to source.
Client gets a clean MIS
A source-linked pack with a narrative your client can actually read.
A checklist, not a sales pitch
No dummy numbers, ever
If we don’t have the data, the space stays empty. Never a placeholder figure dressed as real.
Every match is explainable
Each matched or flagged line names the rule behind it. Never “AI decided”.
Read-only by default, revocable
We read your ledger and never write to Tally. In Zoho Books, only an entry a partner approves. Revoke any connection at any time.
Full audit trail
Every decision is logged with who made it and why, so a review can be reconstructed months later.
Private storage
Files sit in private storage, shared only through short-lived links. We publish certifications only once they are verified.
No training on your data
Learning is scoped to your firm and the client it came from. We never train shared models on it.
Choose a plan that fits
Every firm starts with a free trial, 14 days from the first upload, no card needed. Pay yearly and get 2 months free. Prices exclude 18% GST.
- 10 active clients included
- Extra active client ₹149 (up to 25) · 40 docs per client
- Extract, Recon and MIS reports
- Email Chaser follow-ups
- Full audit trail
- Unlimited users
- 30 active clients included
- Extra active client ₹119 · 50 docs per client
- Everything in Essential
- 500 WhatsApp reminder credits a month
- Your firm’s branding on MIS exports
- Gmail intake for client documents
- 75 active clients included
- Extra active client ₹99 · 60 docs per client
- Everything in Firm
- Guided onboarding with a founder
- Priority support
Featured in
FynHelp’s launch has been covered by 10 news outlets. Tap a logo to read the article.
Got questions?
We’ve got you covered
Do we have to switch off Tally or Zoho?
No. Keep your ledger exactly where it is. Upload the Tally day book or ledger export, or connect Zoho Books to pull a client’s bank ledger, and FynHelp adds the extraction, reconciliation and review layer on top.
What does my team stop doing?
Line-by-line matching of transactions that were always going to tie out, and chasing documents by hand. Your team keeps the judgement: exceptions, treatment decisions and sign-off.
What counts as an active client?
A client is active in a month if FynHelp processes at least one document or runs one reconciliation for them. Clients you don’t touch that month are free, and so are archived clients.
How is client data kept safe?
Each firm’s data is isolated at the database level, files are kept in private storage and shared only through short-lived links, and every action is recorded on an audit trail. We publish certifications only once they are independently verified.
Do you train AI models on our data?
No. Your clients’ books never train shared or global models. Corrections your team makes are remembered only for your firm.
Run your next monthly close through FynHelp
Set up your firm and read your first statement in five minutes, on your own. Prefer a walkthrough? A founder will set it up with you on a 20-minute call.Free trial, 14 days from your first upload · No card needed