Plumbing & HVAC · AI CFO

Your techs are in the field. You don't know which jobs are actually profitable.

Fynso reads your field-service software, QuickBooks, and bank to show job-level margin after labor and materials, catch parts cost variance, and tell you the 3 things to fix today.

Sample data first. No credit card required.

What plumbing & HVAC owners see in Fynso

The financial signals that matter, ranked by dollar impact.

Fynso reads your bank, books, and operations data and surfaces the few decisions worth taking this week — sized in dollars, with the next step already drafted.

01 · What we see

The ticket looked good until materials and truck time landed

A $1,900 install looked like a winner, but a callback, a parts run, and two hours of windshield time dropped it to a 12% margin — and your flat-rate book never caught the slide. Fynso costs every job against labor, materials, and truck time, so you see real margin by job and tech instead of guessing off revenue.

12%margin on a 'good' job
02 · What we see

Parts prices drift on the truck and nobody reprices

Your supplier raised eight line items since last quarter, adding $40 to the average install, but your flat-rate pricing hasn't moved — so margin erodes one ticket at a time. Fynso tracks parts cost variance against your pricebook and flags where materials inflation is quietly eating the job before month-end.

+$40materials creep per install
How it works

Connect once. Get the forward look you've been missing.

Five minutes to connect. Cash forecast, daily brief, and ranked actions from day one. No consultants, no spreadsheets, no month-end surprises.

1

Connect your bank and QuickBooks

Link your bank, accounting software, and the tools you already use in under 5 minutes. Read-only, secure, no migration.

2

Fynso reads your books and builds your forecast

Within minutes you have a multi-week cash forecast, a clean P&L narrative, and the financial signals your business has been hiding.

3

Act on the three things that matter today

Every morning, your top three actions ranked by dollar impact — with the next step already drafted. Decisions, not dashboards.

Questions & answers

Before you get started.

Common questions plumbing and HVAC owners ask before getting started.

Those tools report jobs and invoices inside one system. Fynso connects your bank, QuickBooks, and field-service data and tells you what's coming — true job-level margin, parts cost variance, AR aging, and the three things to fix this week, each sized in dollars.

Yes. Fynso reads from the field-service platforms plumbing and HVAC companies already use, alongside your bank and QuickBooks. It's read-only and takes minutes to connect — no migration and no workflow change.

Yes. Fynso costs each job against labor, materials, and truck time and shows margin by job and technician — so a ticket that looked profitable but lost money on a callback doesn't hide inside the revenue total.

Yes. Fynso tracks materials cost against your pricebook and flags where supplier increases are quietly eroding flat-rate margin, with the dollar impact per job attached.

Under five minutes. Connect your bank, QuickBooks, and field-service software read-only, and Fynso builds your forecast and first daily brief automatically. No consultants, no spreadsheets, no onboarding project.

One simple plan, no surprises. You can preview Fynso with sample data first, then start a 14-day free trial when you connect your own data — no credit card required to begin.

See your business the way a CFO would.

Preview Fynso with sample data first. Connect your own data when you are ready, and your no-card 14-day trial starts automatically.

Sample data first. No credit card required.