1. Connect your bank and QuickBooks
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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 real margin per tech and per job, surface parts price creep, age customer AR, and tell you the 3 things to fix today.
Sample data first. No credit card required.What plumbing & hvac 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
Job Margin Drifts Down And You Don't See It Until P&L
Furnace installs averaged 34% margin in February. Last month it's 22%. Parts cost rose 8% (your supplier raised line items without notice) and one tech is consistently 90 minutes over bid time. Fynso ties job revenue, parts cost, labor minutes, and bid time into a per-job margin view so the trend surfaces in week 1, not week 6.
02 · What we see
Tech Revenue And Service Agreement Attach Vary Wildly And You're Not Coaching
Mike pulls $1,400/day in average ticket; Carlos pulls $2,100 with the same job mix. Mike sells the service agreement to 22% of calls; Carlos to 41%. Fynso ranks techs by revenue per day, average ticket, and attach rates so the conversation in the truck has dollar numbers behind it.
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.
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
Common questions plumbing & hvac owners ask before getting started.
See your business the way a CFO would.
Preview Fynso with Northline sample data first. Connect your own data when you are ready, and your no-card 14-day trial starts automatically.