Month-end close for CA firms, without the scramble
FynHelp collects your clients’ documents, reconciles bank to Tally or Zoho books and drafts a source-traceable MIS, so your team reviews exceptions instead of matching every line.
Connect the dots between the documents your clients send and the close your firm signs off on.
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.
Give your firm back
the week it loses
Priced per client entity, never per seat. Onboard the whole practice, keep your ledger exactly where it is, and start with the entities that hurt most.
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
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.
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
Exact, fuzzy and firm-rule matching. 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.
Professional+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 classified and reconciled — exact, then fuzzy, then your firm's rules.
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, revocable
We read; we never write to your ledger. 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 14-day free trial of Starter, no card needed. Annual billing saves 15%.
- 15 client entities included
- Extra client ₹149 (cap 25)
- Extract, Recon and MIS reports
- Full audit trail
- Unlimited users
- 40 client entities included
- Extra client ₹119
- Everything in Starter
- Chaser follow-ups by email and WhatsApp
- Gmail intake for client documents
- Shareable MIS links for clients
- 100 client entities included
- Extra client ₹99 (no cap)
- Everything in Professional
- Set-up with a founder on a call
- Volume pricing for larger books
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 and your clients' bank statements, 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 entity?
One set of books you process in a given month: a company, LLP or proprietorship with its own ledger. Entities you don't process that month don't count.
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.14-day free trial · No card needed · Set up in 5 minutes