Documentation
Learn everything about Fynlo's features and capabilities.
Getting Started
Set up your Fynlo account and start managing your finances in minutes.
Get up and running with Fynlo in under 10 minutes. This guide walks you through account creation, business setup, bank connections, and inviting your team.
Invoicing
Create, send, and track professional invoices with online payments.
Create professional invoices, set up recurring billing, and accept online payments. Track payment status and automate reminders.
Estimates & Quotes
Create professional estimates and quotes, then convert them to invoices.
Win more business with professional estimates and quotes. Send them to clients for approval, track their status, and convert accepted quotes directly into invoices with a single click.
Expense Tracking
Track and categorize expenses automatically with receipt scanning.
Track every business expense efficiently. Use AI-powered receipt scanning and automatic categorization to keep your books organized.
Purchase Orders
Create and manage purchase orders to streamline your procurement process.
Streamline your purchasing workflow with professional purchase orders. Send POs to vendors, track approvals, receive goods, and automatically convert them into expenses or bills.
Credit Notes & Vendor Credits
Issue credit notes to clients and manage vendor credits efficiently.
Handle refunds and credits professionally. Issue credit notes to clients when adjustments are needed, receive vendor credits for returns, and track all credit balances in one place.
Products & Inventory
Manage your product catalog and track inventory levels in real time.
Maintain a complete catalog of your products and services. Track inventory levels in real time, set up low stock alerts, and manage stock adjustments to keep your books accurate.
Bank Reconciliation
Connect banks and automatically match transactions for accurate books.
Connect your bank accounts and let Fynlo auto-match transactions. Reconcile your books in minutes instead of hours.
Chart of Accounts
Organize your financial accounts for accurate bookkeeping and reporting.
The chart of accounts is the backbone of your accounting system. It organizes every transaction into the right category, enabling accurate financial reports and tax filings.
Journal Entries
Record manual adjustments with debits and credits for precise bookkeeping.
Journal entries are the building blocks of double-entry accounting. Use them for adjustments, corrections, and transactions that don't fit standard invoices or expenses.
Fixed Assets & Depreciation
Track capital assets and calculate depreciation automatically.
Manage your business's long-term assets like equipment, vehicles, and property. Record acquisitions, calculate depreciation automatically, and track asset values over their useful life.
Financial Reports
Generate P&L, balance sheets, cash flow, and custom reports.
Access real-time financial reports. Generate profit & loss statements, balance sheets, and cash flow reports with a single click.
AI Assistant
Ask questions about your finances and get instant AI-powered insights.
Fynlo's AI assistant understands your financial data. Ask questions in plain English and get instant answers, forecasts, and recommendations.
Payroll
Run payroll, generate pay stubs, and handle tax calculations.
Run payroll for your team with automatic tax calculations. Generate pay stubs, track benefits, and stay compliant.
Multi-Currency
Handle international transactions with automatic exchange rate conversion.
Handle international transactions seamlessly. Set your base currency, send invoices in any currency, and track exchange rate gains/losses.
Tax Management
Track tax rates, calculate VAT/GST, and prepare for filing season.
Stay on top of your tax obligations. Configure tax rates, calculate VAT/GST automatically, and generate tax-ready reports.
Integrations
Connect Fynlo with your favorite tools and payment gateways.
Connect Fynlo with your existing tools. Integrate with payment gateways, banks, email providers, and cloud storage.
Team & Permissions
Manage team access, roles, and collaborate on financial data.
Control who can see and do what. Set up roles, invite team members, and track all activity with audit logs.
Security & Privacy
Learn about Fynlo's enterprise-grade security and data protection.
Your financial data is protected with enterprise-grade security. Learn about our encryption, compliance, and privacy practices.