For accounting firms
Multiple clients. One workspace.
Manage a client portfolio with reusable mappings and consistent reports. Repeat the preparation process each period, with the team reviewing the result.
For your accounting practice
Give the team more time for clients.
FynTwin supports recurring preparation, while your team retains responsibility for review, judgement and client communication.
Less repetitive preparation
Mapping and saved templates reduce repeated column rearrangement for each client.
Support the month-end close
Prepare balance sheets and income statements from journal data, then review and finalise the results.
Make better use of the team’s time
Reduce repeated preparation so the team can focus on client work and review.
Consistent reports
Use a consistent report structure across clients, with commentary reviewed in each client’s context.
The monthly workflow
A repeatable reporting routine.
Import, map, prepare reports, review AI commentary and communicate with the client. Reuse confirmed mappings and check changes each period.
Client portfolio
Clients and key figures in one view.
Review client status and reporting progress, then focus on the next task.
Portfolio status · synthetic example
A more repeatable practice
Reduce repeated work.
Before FynTwin
- ·Manual spreadsheet preparation for each client
- ·Rearranging columns again each month
- ·Separate manual balance sheet and income statement preparation
- ·Client communication delayed by preparation
With FynTwin
- ·Import and mapping with client-specific templates
- ·Reports prepared from structured data
- ·Anomaly signals help prioritise review
- ·Review the report before sharing with the client
Explore a representative month.
FynTwin is a licensed product available by enquiry. Contact us to discuss a demonstration of your monthly workflow.