Publisher

Fynex

The AI finance layer for platforms and operators. Built by the team that scaled a payments business to €2B across 8 European markets.

18 posts

A single deposit card fanning out into five invoice rows, with a dark circle to one side holding the deducted fees.

28 August 2026Guides

One Stripe payout, forty invoices: reconciling gross vs net in QuickBooks

The deposit never matches an invoice, because it was never meant to. The clearing-account method that makes batch settlements reconcile, and the shortcuts that quietly break your margin.

A large grey coin embossed with a dispatch board beside a much smaller coin showing a single van, with a mint marker to one side.

28 August 2026Comparisons

ServiceTitan vs Jobber: which field service platform fits your crew

ServiceTitan vs Jobber by crew size and budget: ServiceTitan for big fleets, Fynex for the money side of either, Jobber for small teams running next week.

A work board of coloured status pills beside a dark bank marker, connected only by a faint dotted line that stops short.

27 August 2026Guides

Invoicing from monday.com: how far the boards actually take you

monday.com has no native billing or invoicing. Teams build it anyway, out of columns and automations. Where that works, where it breaks, and what to do instead.

Two grey coins on a dark stage, one embossed with a ledger book and one with a lightning bolt, above a mint seal.

27 August 2026Comparisons

Sage vs QuickBooks (UK): the fork most businesses actually face

Sage vs QuickBooks (UK): both HMRC-recognised, both do MTD. The fork is payroll, Fynex running the money side into either ledger, and how you think about accounting.

Read more → $Three heavy blocks labelled Payroll, Suppliers and Splits resting on a spreadsheet grid with a fracture running through it.$

26 August 2026Guides

Somewhere in your company, a spreadsheet decides who gets paid

Spreadsheets don't fail loudly — they get load-bearing. The five signals that one has stopped being a tool and become infrastructure, and what to move first.

Two system cards joined by a pipe, with labelled tags for rules, reconciled history and attachments falling out beneath it.

26 August 2026Guides

Moving between Xero and QuickBooks without losing your history

What actually transfers, what silently doesn't, and the four decisions to make before you start. A migration checklist written around what breaks rather than what the sales page promises.

Three document cards headed CRM, Ledger and Bank, each showing a different total for the same period.

25 August 2026Guides

Your CRM, your bank and your ledger disagree. Which one is right?

Three systems, three versions of the same month, and no way to tell which is true. Why the disagreement is structural, what each system is actually authoritative for, and how to arbitrate.

A VAT return form beside a control account card showing different totals, with a dark badge between them holding the difference.

25 August 2026Guides

Your VAT return doesn't match your ledger. Where to look, in order

The VAT return figure and the control account disagree. The seven usual causes, ranked, and the checks that find each one before you file something you can't defend.

A routing schematic showing a payment reaching a beneficiary bank and stopping in a dashed suspense box, with the onward leg to the supplier's ledger crossed out.

24 August 2026Guides

You paid. They say it never arrived. Where B2B payments actually go missing

The money left your account and the supplier has no record of it. In nearly every case it is sitting at their bank, not lost. How to find it, in the right order.

A stack of cheque-like cards piling into a dark tray labelled Undeposited, with the exit route drawn as a faint dotted line ending in a no-entry symbol.

24 August 2026Guides

Undeposited Funds in QuickBooks: what it's for, and how it gets stuck

The account everyone has a growing balance in and nobody set up on purpose. What Undeposited Funds is actually solving, why it fills up, and how to clear it safely.

Four progress rings along a track, filling from empty to complete, labelled pending, processing, settled and cleared.

23 August 2026Guides

Pending, processing, settled, cleared: what each payment status actually means

Four words that get used interchangeably and mean different things. What each status tells you about where your money is, and which ones can still be reversed.

A chart-of-accounts tree branching from an Accounts node into Income, Cost of Sales and Overhead, with the Cost of Sales branch highlighted in mint.

23 August 2026Guides

Setting up QuickBooks for a service business: the decisions that bite later

Most QuickBooks setup guides walk the wizard. This covers the four choices that are painful to change afterwards — chart of accounts, tracking, deposits and how payments arrive.

Two identical transaction cards overlapping at slight angles showing the same amount, with a dark circular badge reading times two.

22 August 2026Guides

Duplicate transactions: why bank feeds create them and how to stop it

Duplicates are the top cause of reconciliation failure in QuickBooks and Xero. Where they come from, how to find them in under a minute, and which copy to delete.

Three horizontal balance bars of different lengths stacked on a white card, with a violet bracket marking the gap between two of them.

22 August 2026Guides

Your Xero reconciliation doesn't match the bank. Here's the order to check

Three balances, and they disagree. Which one is wrong, how to tell, and the Xero-specific traps — bank rules, date boundaries and import overlaps — that cause most of it.

Two cards headed Bank and Ledger joined by a pipe that breaks in the middle, the far half drawn as a faint dotted line.

21 August 2026Guides

QuickBooks bank feed not updating: how to fix it, and why it keeps happening

Transactions have stopped importing into QuickBooks. The fix takes five minutes — but the reason it recurs is worth more than the fix. Both, in order.

A balance card showing an available figure above a greyed row reading no payout scheduled, beside a dark seal marked with a pause symbol.

21 August 2026Guides

Why is my Stripe payout delayed? The seven reasons, and which one is yours

Your Stripe balance shows the money but the payout hasn't landed. The difference between a normal schedule, an extended one, and an actual hold — and how to tell which you're in.

Two document cards side by side, one headed Bank and one headed Ledger, separated by a dark circular badge showing a not-equals sign.

20 August 2026Guides

QuickBooks won't reconcile: the discrepancy checklist, in order

Your QuickBooks reconciliation is off and the difference won't clear. The five causes, ranked by how often they're the real one, and the order to check them in.

A schematic of a payment rail: a sender box connected to a review gate with closed barrier bars, and a dashed inactive line continuing to a greyed-out payee.

20 August 2026Guides

Why is my payment delayed? What's actually happening to your money

A payment you sent is still not there. Here's what each delay actually is — cut-off times, first-payee holds, fraud review, rail choice — and how to tell which one you're in.