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One set of books for everything your business does.

Fynix keeps invoices, bills, bank lines, receipts, payroll and GST/HST in one double-entry ledger. AI reads the paperwork and drafts the entries. You confirm each one, and every report is built from the same books.

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Fynix is in development. Everything on this page is planned for the first release unless it says otherwise.

How it works

From paper to the ledger in four steps.

  1. 01 Bring it in

    Every way paperwork arrives

    Take a photo with your phone, drag in files, forward emails to your own Fynix address, connect a Canadian bank account, or import a spreadsheet.

  2. 02 AI reads it

    Read three times, checked once more

    Vendor, date, tax and total are read at least three times, and each field gets its own confidence. If the subtotal plus tax does not equal the total, the document is flagged.

  3. 03 You confirm

    Nothing posts on its own

    Each draft goes to a review lane based on amount and confidence. You confirm with one tap or edit first. Your name and the time are saved with it.

  4. 04 One ledger

    Every report agrees

    The confirmed entry posts to the general ledger, balanced. Statements, tax returns and the Dashboard all read from the same books.

Getting information in

Six ways in. One review queue.

However a document arrives, it ends up in the same place: a draft waiting for you, with the lowest-confidence items first.

Phone camera
A quality check for blur, glare and missing edges before the photo is taken.
Drag and drop
Drop a hundred files or more at once and follow their progress.
Email forwarding
Each company gets its own address. Forward a bill and it becomes a draft.
Gmail and Outlook
Forward bills and receipts from your inbox automatically, with your permission.
Bank accounts
Canadian bank accounts connect through Flinks. Statements can also be imported.
CRA mail
Photograph a CRA notice and Fynix reminds you 30, 14 and 7 days before its deadline.

Every page

38 pages in 7 areas.

This is the full list of pages being built for the first release. Every figure on every page links back to the ledger lines it comes from.

Home and analysis

6 pages

Cash, income, spending and what needs your attention, with forecasts and budgets.

  • DashboardCash, income, spending and what needs attention.
  • AnalyticsIncome, spending and customers over time.
  • ForecastingWhat-if projections for cash and burn rate.
  • Expense ForecastNext months' spending, predicted from history.
  • Revenue SeasonalityWhich months are strong or weak for sales.
  • BudgetsPlan spending by category and compare with actuals.

Money in and out

7 pages

Invoices you send, bills you owe, spending, stock, projects and equipment, all posting to one ledger.

  • ReceivablesInvoices you have sent and who owes you.
  • PayablesBills you owe and when they are due.
  • ExpensesMoney spent, by category and vendor.
  • RevenueMoney earned, by source.
  • InventoryStock on hand and its cost.
  • ProjectsProfit and cost by project.
  • Fixed AssetsEquipment and property with depreciation.

Bank

3 pages

Canadian bank accounts connect through Flinks, and every bank line is matched to an entry.

  • Bank FeedsConnected bank accounts and incoming transactions.
  • TransactionsEvery bank and card transaction in one list.
  • ReconciliationMatch bank lines to invoices and bills.

Books and statements

11 pages

Statements in the format accountants use, with every figure linked to its ledger lines.

  • Chart of AccountsEvery account the books use.
  • General JournalEvery entry: date, accounts, debit, credit.
  • LedgerOne account at a time, with a running balance.
  • Trial BalanceEvery balance. Debits must equal credits.
  • Income StatementRevenue minus expenses over a period.
  • Balance SheetWhat you own, owe and are worth on one date.
  • Cash FlowWhere cash came from and where it went.
  • Owner's EquityHow the owner's share changed in the period.
  • AP AgingUnpaid bills grouped by how late they are.
  • AR AgingUnpaid invoices grouped by how late they are.
  • Reports centreEvery report in one place.

Tax and compliance

6 pages

GST/HST returns drafted from your books, payroll deductions checked on every run, and a permanent audit trail.

  • TaxGST/HST, deadlines and tax estimates.
  • Tax HelpPlain explanations of tax terms and rules.
  • PayrollEmployees, pay runs and deductions.
  • Audit TrailA permanent record of who changed what and when.
  • Beneficial OwnershipWho owns and controls the company.
  • ESGEnvironmental, social and governance tracking.

Intelligence

2 pages

Ask about your books in plain words, and see AI insights on cash, customers, vendors and people.

  • AI AdvisorAsk questions about your books in plain words.
  • IntelligenceAI insights on cash, customers, vendors and people.

Accountants and setup

3 pages

For firms that keep books for many clients, plus company settings and first-run setup.

  • My ClientsFor accountants: switch between client companies.
  • SettingsCompany details, currency, team and preferences.
  • OnboardingFirst-run setup for a new company.

Made for Canada

Canadian tax and payroll built into the books.

Tax is not an add-on in Fynix. Every account carries its GST/HST treatment, so returns are drafted from the same ledger as everything else.

  • GST/HST on every line.

    Taxable, zero-rated and exempt treatment set on each account, with input tax credit limits such as 50% on meals.

  • Returns as drafts.

    Fynix prepares the GST/HST return from your books. A person reviews and files it.

  • Payroll checked every run.

    CPP, CPP2 and EI checked on each pay run, with reminders for T4 slips, Records of Employment and remittances.

  • Cash or accrual, and your fiscal year.

    Chosen when you set up, and followed by every report and export.

  • Year-end in one file.

    Soft and hard locks on closed years, retained earnings carried forward, and one Excel workbook with every report.

After the first release

What comes next.

These are planned after launch, so they are not part of the first release.

Desktop app
Fynix as an app you install on your computer.
Scanner support
Scan stacks of paper straight into the review queue.
More provinces
More provincial checklists and industry templates for new businesses.
More currencies
Currencies beyond CAD, USD, EUR, GBP and AUD, added as customers ask for them.

Early access

Be first to use it.

Email us about early access. A person reads every message and replies.

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